Sick and tired of disjoined and frustrating onboarding processes? Wish there was a better way to manage your practice’s leads and opportunities?
FibreCRM is a Client Onboarding and dedicated Client Relationship Management solution designed from the ground up for accountants.
Offering a single point of truth for practices, it integrates with a wide range of practice management and online accounting platforms, including CCH, IRIS and Xero, to create a seamless process for onboarding and managing client relations.
Manage KYC, capture client data securely, run AML checks and perform ongoing monitoring and sync data to/from your Practice Management software easily.
If you are frustrated with inefficient and confusing onboarding processes, then FibreCRM can simplify and streamline this for you.
Upsell, cross-sell, analyse and more to build your revenue to new heights. FibreCRM is designed to help partner and business development teams to spot opportunities within their practice at the click of a button.
Are you out of touch with your clients? Despite your best efforts, it can be a challenge to keep in regular contact with new and existing clients. FibreCRM strengthens your client engagement by designing your own strategies that prompt you to contact your clients at the right time.
What’s more, it has built-in NPS surveys and a 360-client view, so you always know how your clients feel about your services.