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