Simplicity is the ultimate sophistication. 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. Symphony – APS is the most experienced supplier of Practice Management, CRM, Integration and Automation solutions to accounting and legal firms in the UK, USA and Australia.
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 software solving accountants integration and automation demands. Moving from the historical representation of data to technology solutions that provide actionable insights, in real time, to enhance performance and growth has 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, its 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.
Powered by SugarCRM and adapted to meet the demands of the modern accounting firm. CRM Software of the Year 2019 - Digital Accountancy Awards
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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. Is it time to consider Client Sense as part of your client retention strategy?
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Solving the client take-on, AML, risk assessment conundrum with SymphonyCRM and Engagement Centre
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Accounting Practice Management systems will continue to change and will continue to adapt in the 2020s. Trusted by top 100 accountancy firms in the UK, Australia, USA and New Zealand.
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It’s not about CRM in isolation. The real goal is to implement solutions that connect all business functions – The award-winning SymphonyCRM and Practice Portal deliver a range of choice for legal and accountant client management.
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The business case around using APIs is already established – it’s understood and using them is desirable. 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.
We have been working with Symphony-APS for over 11 years now. One of the reasons for that longevity is the relationship we have with them, the team at Symphony really take the time to understand the culture of our firm and make sure that the solutions fit in with that. Using that understanding and engaging with the firm means that we have been able to utilise their expertise to provide solutions that other providers just wouldn't have thought about.
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.
“Envision™ has improved our focus, enabling the firm to have the freedom to think creatively about how to achieve the results required and overcoming barriers to success. It has helped the teams align themselves not just to their own departmental and personal goals but to the goals of the organisation.”
What we’re thinking, doing, reading, saying...
In our latest video, we hear about the role our Client Sense software plays in enhancing client relationships for professional services firms such as legal and accounting firms.
Many firms will report monthly or quarterly on fees generated by key referral sources, yet by the time a decline or absence of referred fees is detected, the referrer has likely begun referring work elsewhere. Using real-time data can allow professional services firms to proactively manage client relationships, with no effort or input needed by employees. But how can you achieve this data-driven visibility, with no additional work?
In the second in our series of video interviews which place a spotlight on our Client Sense solution for professional services firms, we look at how Client Sense complements Client Relationship Management (CRM) software.
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…
