For Accounting Professionals Only

Successful Accounting  firms place a high priority on delivering exceptional customer service and on building new revenue opportunities from existing clients and new prospects.

Some businesses start with a contact manager to manage their client information, scheduling, and basic client communications. But as you grow, you need a more powerful tool to streamline processes, attract prospects, increase revenue, and retain loyal clients.

Zoho CRM for accounting is a truly integrated CRM solution that provides a true 360-degree view of your clients and prospects and enables you to create long-term profitable relationships.

Zoho CRM benefits for Accounting Professionals include: 

♦ Tailored to fit the Accounting professional  business model

♦ Provides significant and immediate value to every member of your firm

♦ Helps reduce the time and effort it takes to complete many of  your every day tasks

♦ Collects firm-wide data to help get everyone on the same page

♦ Creates a 360-degree view of your clients, prospects, client matters, engagements, and staff

♦ Provides a single view of your client to your organization

♦ Helps provide a single view of your organization to your client

♦ Helps manage risk by consolidating all your interactions with your client in one place

♦ Helps you retain intellectual capital, so you don’t lose important information and relationships when someone leaves

♦ Helps you manage information overload

♦ Creates multiple returns on your investment (ROI)

With solutions and services tailored to your industry, we are ready to assist you with your deployment needs. Email us or give us a call at 905-201-1174 to discuss your options for getting started.