CRM for accountants? Really?
Yes! Some accountants and bookkeepers think that customer relationship management (CRM) solutions are only for sales and marketing professionals—not experts who crunch numbers. Others believe that CRM is a dark science that only “CRM gurus” can possibly understand.
You know you need a CRM when your list of contacts has outgrown your Rolodex. You remember what a Rolodex is right? Another indication is when you begin to forget important information about your clients, or you notice your communication with them has been left behind.
Centralized contact and document management
Ditch the rolodexes, sticky notes, archaic spreadsheets and paper-based filing cabinets. CRMs are ideal for bringing together all of your contacts—leads, referrals, current clients, partners and more into one place. Furthermore, all files and documentation pertaining to each contact can be uploaded to a CRM. No more fumbling around ad nauseum to find the critical information you are looking for.
Some accountants and bookkeepers think that customer relationship management (CRM) solutions are only for sales and marketing professionals—not experts who crunch numbers. Others believe that CRM is a dark science that only “CRM gurus” can possibly understand.
If you are an accountant, CPA or bookkeeper, looking for a free CRM, you’ll be impressed by Bitrix24, it comes with unlimited client records, quotes, invoices, tasks, documents scheduling and time tracking even in the free version.
Remembering tax and financial year-end dates will be automated and documents will be stored on a central drive where even your customer can have access to upload or update them.
Efficient follow ups with leads and referrals
Proactivity is key when acquiring new clients. With a CRM, you can set up tasks and activities for each lead or referral that comes your way. What’s more, as you gain control over your pipeline, you’ll be able to quickly pinpoint how opportunities are evolving through each stage of the sales cycle, ensure that your firm is hitting its targets win terms of new business, and be alerted should you lose any clients.
Bitrix24's CRM forms a contact base where the interaction and the history of contacts are managed and stored. All new events such as phone calls, messages, emails and meetings connected with a contact or company are easily (or even automatically) logged and displayed in the appropriate record.
Further interaction can be planned by using integrated tasks or workflow.