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Why do Accounting Firms need a CRM System?

With relationships between accountants and clients or prospects becoming more important than ever, having a system in place to manage client relationship processes has become critical to success. Implementing a CRM in an accounting firm can be the secret to both growth and retention. CRMs can manage everything from the pre-sale process (while you are working to sign your client) through the client experience while they work with the firm. You will learn: 1- Three reasons why accountants should use a CRM 2- Five ways accountants can use a CRM to build relationships with both clients and prospects 3- Five considerations when choosing a CRM system Field of Study: Business Management & Organization Zoho Books is an online accounting application that takes care of all the accounting needs in your business. Key highlights of Zoho Books: » Record all sales and purchase transactions such as Estimates, Sales Orders, Invoices, Expenses, Bills and much more. » Connect your Bank Account and reconcile your transactions. » Get detailed insights into your business' health with 50+ reports. » Automate your tasks with Workflow Rules, Email Alerts, Field Updates, Custom Functions, Webhooks, and much more. » Experience a high level of data security with our strict Privacy Policy. » Access your data anytime, anywhere with our mobile applications for iOS and Android. Know more about Zoho Books: https://www.zoho.com/books/ Sign up for our free 14-day trial:  https://www.zoho.com/books/signup/ For any queries, contact us at [email protected] Follow us on: Facebook:   / zoho   Instagram:   / zoho_books   Twitter:   / zohobooks