We aim to see the whole picture, to understand the issues that are holding you back and build a coherent, comprehensive technology transformation strategy aligned to your business ambitions. Simplicity is the ultimate sophistication.
Get in touchLogical, clear, and incisive. We identify precisely what’s required in any change and why. This is how we make technology work to maximum advantage.
SymphonyCRM, Powered by SugarCRM, including specific industry modules. Winner of the CRM Software of the Year Award 2019. #DAF
Automatically joins the dots for you, providing you with the visibility you need to manage, protect and grow the relationships that drive revenue.
World-class enterprise practice management and business intelligence capability. Trusted by top 100 firms in the UK, Ireland, Cyprus, Malta, USA, Australia and NZ.
Provides key client data from multiple systems at the click of a button, allowing you to quickly recall the status and detail of every job and document, schedule tasks and activities across your teams, and identify further growth opportunities
"Symphony had a great understanding of our business and intimate knowledge of the key systems used within the practice. Therefore, they were able to provide a truly tailored solution. Their team’s willingness to work with the practice to arrive at outcomes tailored to our requirements and being prepared to start the process without having all the answers and then invest the time in finding them is second to none" - Adam Irwin, COO, Pitcher Partners - Sydney
Having solved the practice management requirements for leading accounting firms over many years we extended our expertise into CRM and solving their integration and automation demands. Moving from the historical representation of data to technology solutions that provide actionable insights to enhance performance and growth as become a key focus.
Find out moreWe are focused on top decision-makers from SME law firms across the UK providing solutions in relation to CRM, Client Sense and our Envision expertise.
Find out moreEnvision creates a deeper understanding of your firm, it’s component parts and the truly unique business-critical issues that affect your success every single day. Envision will unearth your WHY.
Find out moreLogical, clear, and incisive. We identify precisely what’s required in any change and why. This is how we make technology work to maximum advantage.
We analyse your business in forensic detail. Because when you’ve factually defined the issues in full, you can fully understand what changes must be made.
We’re obsessively holistic about this. Implementing technology, aligning business processes, and dovetailing legacy systems with the whole – it all has to harmonise beautifully to achieve your goals.
Moving forward, we maintain the momentum, building on our partnership with you to develop new solutions that deliver ROI and support the changes and growth of your firm.
We’ll get your CRM, processes and systems all aligned and future-ready. So every part of your business can be easily harnessed to deliver growth - and to enable change, not hinder it.
No two businesses are the same, each challenge is different. So we maintain a comprehensive ‘library’, from which we can mix and match the right elements to build your truly bespoke solution.
SymphonyCRM integrates with leading marketing automation solutions optimising how leads flow throughout the client life-cycle – from the first contact to achieving satisfied, well served and loyal clients.
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The marketing teams in Accounting and Legal firms have particular use cases when it comes to managing Events, Publications and Referrals.
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From automating your CRM to closing opportunities faster, SymphonyCRM is adaptable to any sales process or methodology. You can quickly build pipelines that make sense of your services, audiences, or client personas.
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Client Sense automatically joins the dots for you, providing you with the visibility you need to manage, protect and grow the relationships that drive revenue.
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Solving the client take-on, AML, risk assessment conundrum with SymphonyCRM and Engagement Centre
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It’s not about CRM in isolation. The real goal is to implement solutions that connect all business functions – of which CRM will be a part…
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Practice Management systems will continue to change and will continue to adapt in the 2020s. Trusted by top 100 firms in the UK, Australia, USA and NZ
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We should start with the idea that the business case around using APIs is already established – it’s understood and using them is desirable. When deployed correctly, they allow for the efficient synchronisation of master records and transaction data.
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With Symphony’s expertise, we’ve now got a complete holistic overview of clients and potential prospects. The integrated system has not only allowed us to centralise solutions, providing full visibility across the entire practice, but also to develop systematic automation to some key compliance processes and repetitive tasks positioning us as consultative rather than compliance based. Symphony had a great understanding of our business and intimate knowledge of the key systems used within the practice. Therefore, they were able to provide a truly tailored solution. Their team’s willingness to work with the practice to arrive at outcomes tailored to our requirements and being prepared to start the process without having all the answers and then invest the time in finding them is second to none.
“Right from the outset, the Envision™ process allowed us to quickly establish what was important to the project and just as importantly, what was irrelevant. The process has proved a constant source of reference, ensuring we remain on track and deliver the outcomes most important to the practice.”
Symphony - APS have been a supplier of Mazars for over 10 years, I personally have worked with them for the past 3 years and we have a strong, productive relationship. The Symphony team have worked with us on a number of strategic initiatives particularly regarding integration of systems. The most recent project, delivering an integration between our CRM solution and Practice Management, has helped us to reduce processing times and improve SLAs on production of matter codes. Their experience and understanding of our business, coupled with their knowledge of emerging technologies and how they can be applied to the challenges we face is of real benefit the firm and to me with the transformational objectives of my role.
Over the last sixteen years we have relied on Symphony to be a knowledgeable, flexible and valuable sounding board, acting as a catalyst for many of our investment decisions. Our recent strategy workshop, facilitated by Brian Coventry, enabled us to align our IT strategy directly with our business development strategy, setting both context and prioritisation for all stakeholders within the business to understand.
What we’re thinking, doing, reading, saying...
Our CEO, Brian Coventry, talks about how relationships drive revenue in the January issue of LPM magazine.
In the January issue of International Accounting Bulletin (IAB) our CEO, Brian Coventry, talks about how we help accounting firms implement software platforms to enable higher levels of client management.
Symphony has added a new platform to its core offering of client management solutions. Client Sense – the data-driven client retention and business development solution - is now available for the accounting and legal sectors through Symphony.
For more insights, discussions and thoughts...
Read moreTalk to us about getting your software application platforms working together to support your firm’s organisational objectives and strategic goals…
