This short demo showcases the powerful, innovative Xpedition Accounting CRM Accelerator specifically designed for today’s Accountancy Practices. Available on a range of devices, you and your team will be able to access critical information, no matter where you are.
View the demo today to learn how our Accounting CRM solution will help your firm:
- increase competitiveness by leveraging your client knowledge with new digital marketing strategies, enhancing your business development.
- win more bids with better utilisation of your resources spanning your offices, teams and skills sets.
- improve productivity and staff retention by empowering users with relevant project and client data to improve their work.
- maximise system adoption and success using accountancy implementation experts that understand your business challenges.
- gain valuable insight into complex private, corporate, trustee and intermediary relationships to ensure they can act on the most valuable client intelligence.
- reduce operational costs whilst delivering a superior client experience through the use of the most up-to-date workflows and client on-boarding, SATR and CTR processes.
- effectively act on critical client intelligence through powerful reporting tools that provides a single, comprehensive picture of all firm-wide activity and performance.
- seamlessly integrate with their existing Practice Management Solutions, the Microsoft suite of applications, LinkedIn, and more.
In a challenging environment, choose a solution that provides a single, comprehensive source of truth. Make fast, accurate decisions, win more business and steal an advantage over your competitors.
Contact Ben Revill to further discuss how the Xpedition Accounting CRM solution is help take firms further.