CRM software for CPA’s and Accounting firms

CRM software for accountants

What is CRM software for Accountants? CRM(Customer Relationship Management) software for accountants will help store all the client’s data, tax documents, and their conversations securely, which will improve the way you interact with your clients. … Read more

Understanding Marketing Automation Rules

Marketing Automation

Rules in CRM and Timesheet helps to set up conditional functionalities for various fields. The rules will help set up a condition for a particular field that will trigger another field based on the condition.. … Read more

Emerging CRM Trends

Customer Relationship Management(CRM) is more about managing and improving customer relationships. CRM system is a technology that will help you deliver experiences and give your business an edge over competitors. CRM trends from OfficeClip It … Read more

Why Your Business Needs a CRM Solution?

Get in-depth information about what CRM is, how it will help you provide better customer service,  and why businesses need CRM solutions. Table of Contents: What is a CRM solution? What should an efficient CRM … Read more