CRM & Client Onboarding

CRM & Client Onboarding

Products

Information

The right CRM partner will enable your firm to integrate with best in class proposal, contract, client onboarding and engagement solutions. Efficiently manage client & contact management, email communication & client notes, as well as receive Automated alerts. Integration can extend to marketing and mailing automation, lead and event management, as well as your business development pipeline and opportunity management.
Product & Offer URL
https://www.greatsoft.com.au/crm/
Solutions of Interest
Cloud IntegrationCRM
GreatSoft Pty LimitedGreatSoft Practice Management is a scalable solution designed for progressive accounting firms to improve efficiency and practice profitability. GreatSoft enables firms to manage staff, clients and jobs in one database, and uses APIs to integrate with your choice of compliance, document management, workflow, CRM and other cloud practice solutions, to provide a single view of the client and a single source of truth. Why trust GreatSoft? 1. Freedom of Choice 2. The only scalable cloud practice management solution on the market today to service medium to large firms 3. Open platform – integrating with best in class practice solutions 4. Using APIs to build a Single 360° view of the Client 5. Edit once, sync everywhere 6. Full Conversions 7. Fully managed service – easy expansion 8. Secure, reliable and scalable 9. Trusted by leading firms in 19 countries

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