CRM for Accountants is built on the proven Microsoft Dynamics CRM platform to provide a system that's both easy to use, customisable and can grow with your business.
Microsoft CRM by itself will provide immediate benefits for your practice delivering an easy-to-use system for managing contacts, companies and activities. CRM for Accountants has been built on top of this and uses the powerful CRM Workflow engine to automate your key business process - both saving you administration time and ensuring that your customers always get the same professional service.
See how this integrated practice and sales management solution could help to maximise revenue for your business.
Contact us today to discuss your needs in more detail or to request a demonstration.
Microsoft Dynamics CRM at a Glance
- Over 24000 customers across 80 countries
- Over 1.4 million users
- Full suite of sales, marketing + customer service software
- Native Office experience
- Fast, flexible and affordable
- Available in over 40 languages
- Positioned as leader by both Gartner and Forrester
Our Microsoft Dynamics CRM for Accountants solution includes customisations for managing:
- Company formation
- Customer take-on
- Letters of engagement
- Management accounts
- PAYE registration
- SATR
- VAT return
- Annual return
- Annual accounts
