Our company, The CRM Business, is a leading Microsoft Gold Partner based in the UK with a wealth of experience implementing and supporting Microsoft Dynamics CRM (Customer Relationship Management) solutions for small and medium sized businesses across all industry sectors. We have developed the CRM for Accountancy solution specifically for accountancy firms to help ensure consistent delivery of core customer processes, including:
- Company formation
- Customer take-on
- Letters of engagement
- Management accounts
- PAYE registration
- VAT return
- Annual return
- Annual accounts (Limited company / Partnership / Sole trader)
The CRM for Accountancy solution allows companies to:
- Deliver better, more consistent service to customers
- Reduce administration costs
- Have better visibility of workloads
- Improve decision-making, supported by accurate reports and data visualisation
Native Microsoft Office Outlook experience coupled with a solid analytics platform means that Microsoft Dynamics CRM can help you attain rapid user adoption, adapt to market changes, deliver products more quickly, and achieve a fast return on investment.
We are able to deliver CRM for Accountancy as a Hosted Service, meaning that you just pay a simple fixed monthly fee per user - no servers to configure and no complex or time-consuming set-up. Alternatively, if you wish to deploy the solution in-house we can assist with this and help to configure your Microsoft Dynamics CRM system to use the CRM for Accountancy configuration.
Our optional quick-start package provides:
- Data import - we can import your existing company and contact records from .csv files
- User training - 1 day on-site training
- Customisation of e-mail and mail merge templates
- Additional customisation of forms
Bespoke implementation and consultancy is also available if required.
We have a dedicated in-house support team of friendly Microsoft Dynamics CRM certified engineers to assist you with any queries or issues which may arise. We pride ourselves on the quality of service which we provide.
For more information, or to request a free demonstration please visit our website.
Microsoft Dynamics CRM for Accountancy has not been reviewed by any customers.
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The views and opinions submitted and expressed here are not those of Microsoft.