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Best practice management software?

Best practice management software?

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Any advice on which practice management software I should go for? I can get XPM for free but much prefer accountancy manager. Just trying to decide if it's worth paying £100 per month for.

I don't use timesheets, I work on a fixed fee basis and XPM does seem to be focussed on time recording.

I need it as a means of storing customer data, sending mailing lists, task/deadline management and sending letters of engagement.

XPM doesn't allow you to send group emails (unless you buy an add-on like mail chimp). 
 

What's everyone's thoughts on XPM? Good for deadline management? 
 

is there any other software that you would recommend?

Replies (15)

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By tltodman
14th Sep 2021 10:59

Senta is working for me - that's about £30p/m (less if you pay annually)

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By tracyannw
14th Sep 2021 11:08

Another vote for Senta, its really good and not overly expensive.

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Replying to tracyannw:
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By 1 2
14th Sep 2021 12:42

tracyannw wrote:

Another vote for Senta, its really good and not overly expensive.


^^what she said :)
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Replying to tracyannw:
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By Winnie Wiggleroom
14th Sep 2021 16:25

How much is Senta for 3 users?

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By williams lester accountants
14th Sep 2021 14:59

How many users do you need? I assume 3 or more if AM is costing £100 per month.

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Replying to williams lester accountants:
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By Kevinmck14
14th Sep 2021 15:22

Yes 3 users

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By wilcoskip
14th Sep 2021 15:46

I'm doing an extended trial with Senta at the moment. It's very good.
But I'm also very tempted by Karbon - try out the triage/to-do-list/delegate system that's linked to your email. It's quite stress-relieving.

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Slim
By Slim
14th Sep 2021 18:58

When I trialled senta I thought it was good but with IRIS I wouldnt bother now

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Replying to Slim:
ALISK
By atleastisoundknowledgable...
15th Sep 2021 06:43

Good point re IRIS

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By andocsky.aol.com
21st Sep 2021 09:50

I started with senta just when the iris announcement came out and they lost all the data from when I started using it. Something to do with a previous trial I had. It was the end of tax season (January) and lost e-signed tax returns among other documents. Swiftly quit and got a refund. Still searching....

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By paulcolman
21st Sep 2021 11:14

I've tried most of them. CentreCRM works the best for me.

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Replying to paulcolman:
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By djn
21st Sep 2021 12:01

paulcolman wrote:

I've tried most of them. CentreCRM works the best for me.


I hadn't heard of this previously.
Just taken a look and seems to do the job.
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By North East Accountant
21st Sep 2021 11:58

Karbon is pricey but has lots of good features.

Pixie is very cheap for what you get.

AM is easier out of the box.

Senta is more configurable. I know it's now an Iris company but at least it won't go bust.

Get a trial of all of them and see which one works best for you as it depends on precisely what you are after as every practice is unique.

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By BJNATHAN
22nd Sep 2021 15:57

Senta for me. Huge amount of customisation. You will really get out of Senta what you are prepared to invest in time rather £.

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Robert Morgan
By Rob @ PracticeFlow
27th Oct 2021 09:52

Hi folks,

Forgive me for hijacking this post - I'm here to learn, not to sell (yet ;) promise!

I'm a software developer, previously founded, built and exited CleanerPlanner (https://cleanerplanner.com - scheduling and bookkeeping for window cleaners).

I recently acquired a practice management SaaS "fixer upper" called PracticeFlow:

https://www.practiceflow.co.uk

Wait! DON'T sign up for a free trial! Ok go ahead if you're curious, would love to hear your feedback.

I think the positioning is good (simple, "zen-like" practice management software for small but ambitious firms) but the software itself, as it stands - let's just say you need to be the type that enjoys a good puzzle ;) It took me a couple of weeks to wrap my head round it, and I'm a "techie".

Anyway, reason I'm here is I sense there is a need for something simple, clean and modern, that focuses primarily on exactly what the OP is looking for:

Kevinmck14 wrote:

I need it as a means of storing customer data, sending mailing lists, task/deadline management and sending letters of engagement.

Nothing more, nothing less (ok maybe a few gizmos, but pretty much just this ^^)

Cutting to it - I'm starting work on PraticeFlow V2 and if the above is the kind of thing you're looking for, and if you would like in early on the beta, to help shape it into the perfect practice management software for you, I'd love to hear from you!

Feel free to drop me a note here or an email at [email protected]

Cheers,

Rob

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