The beginner's guide to CRM for accountants

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9th Oct 2020

Customer experience is paramount and to develop relationships you need to know where each customer is on their journey.

That’s why a good customer relationship management (CRM) system not only saves time and brings efficiencies but can also help manage relationships. It not only saves time and brings efficiencies but can also help manage relationships. And, depending on the data you capture, will also give you the power to spot, analyse and predict patterns. We hope this guide will help to convince you of the benefits a CRM system can bring.

In our beginner’s guide to CRM we look at:

  • What exactly is a CRM?
  • Practice management software versus CRM
  • Why does your firm need a CRM?
  • What challenges does a CRM system answer?
  • The main CRM systems out there
  • Essential features of a CRM system for accountants
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