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CRM

CRM

Client relationships matter

Uku
2nd Mar 2021

Illustration by Natasha Remarchuk from Icons8 Why CRM is critical for accounting client relationships What is CRM for accountants? Why CRM is more...

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AccountancyManager vs Senta: Which suits you best?

Marie Philips
Marie Phillips
Practice software
3rd Feb 2021
Accountancy practice management workflow and CRM software compared

wanting simple support CRM

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Hanswaltl
20th Jan 2021
1 Answer
0 likes
258 views
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How automation can help your client relationships

Mark Taylor
Mark Taylor
Practice software
27th Nov 2020
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Plan, forecast and build a strategy with CRM

PracticeWeb
30th Oct 2020
PracticeWeb

Using a CRM to provide the best customer service

PracticeWeb
14th Oct 2020
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The beginner's guide to CRM for accountants

Guide
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Any sole practitioners using Senta?

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Skater
2nd Sep 2020
4 Answers
0 likes
654 views
Any Answers

Client Onboarding for Consultancy

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Kacey2015
2nd Aug 2020
2 Answers
0 likes
586 views
Any Answers

Tax Practice complete all-in-one software solution

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Software Seeker
21st Jul 2020
4 Answers
0 likes
875 views
Any Answers

Running your accountancy practice remotely

Capsule
3rd Apr 2020
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CRM: How to strengthen your customer relationships

Guide
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Nomisma’s latest software updates

Nomisma
3rd Apr 2020
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Helping your clients deal with the COVID-19 crisis

Capsule
27th Mar 2020
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