Have your online shop delivered rapidly with this comprehensive e-commerce package, 37 different modules to choose from. Read more
Event Management System
Ideal for event management operations for a wide verity of facilities including conference centres, hotels and corporate meetings. Read more Request a Copy
Email Marketing System
CRAMM, Customer Relationship and Marketing Manager, is an online system that serves your CRM needs. Read more Request a Copy
Contractor Management
eConTrack is an online system that unravels the operational complexities of companies associated with the building industry. Read more Request a Copy
Accountant CRM
The daily operations of accountants and accounting firms are much greater than just number crunching and tax returns, for which Accountants CRM is the ideal software. Read more
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Order & Client Management
Run Maker is the ideal software for businesses that schedule daily job runs and create job sheets for delivery drivers. Read more Request a Copy
PRODUCT Accountants CRM
Accountants CRM
Accounting firms have enough data to manage and numbers to crunch providing their services to clients. It's time to simplify the business operations of the firm. When firms manage their accounting with Accountant CRM, management and staff are assured that all of the information they need will be in one easy to access, fully integrated location.
Accountant CRM features
Key benefits
Centralised database captures all client and contact relationship information across the firm
Different levels of security options to protect client confidentiality
Dynamic functions to add your services and allocated fees yourself for each service
Easy to enter client contacts, services and other details
Option to view individual client services and payment history
Option to view payment status in paid/unpaid/partly-paid format
Tracking of ongoing part-payments and viewing automatic balance
Comprehensive search option to find jobs or clients
12 different types of reporting options
Retains existing clients and valued contacts Discovers new client needs Improves client service Streamlines marketing activities Shares and safeguards firm-wide contact information
