News and Case Studies


Using data to drive revenue and win clients

Our CEO, Brian Coventry, talks about how relationships drive revenue in the January issue of LPM magazine.

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Brian Coventry discusses our award-winning CRM Software in IAB

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.

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New data-driven, client retention and business development solution

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.

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Symphony to launch Client Sense platform at LPM South

We’ll be launching our new client retention and business development platform, Client Sense, for legal​ professionals at LPM South on 10 February 2020.

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The human face of CRM

The ‘2020 Global Marketing Trends: Bringing authenticity to our digital age’ report from Deloitte is an in-depth must read for professional services firm’s leaders.

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CRM and marketing automation for effective lead nurturing

​Having client relationship management​ (CRM) software aligned with marketing automation​ will see professional services firms manage referrals and prospects effectively through a comprehensive method of recording inbound and outbound communication. But what exactly does this entail?

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Crm Software Award Winner Blog

CRM software of the year award winners!

​We’re delighted to have won the CRM Software of the Year Award at this year’s Digital Accountancy Awards. These prestigious awards recognise both rising stars and established leaders among the institutions who make up the global accountancy profession.

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CRM for accounting firms

​​​Here, we’ve gathered together reasons why an accountancy practice should consider a fully integrated CRM platform for their firm to help them improve business development and client liaison through a connected flow of prospect and client information.

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Benefits Of Mobile Crm News

Advantages of mobile CRM

With an estimated 3.7 billion mobile phone users in the world*, considering a mobile CRM solution could help future proof your firm. Its use not only offers benefits to employees by giving them autonomy through personalised features, but also the business through increased productivity as a result of real-time access to information, and reconciliation and billing capability.

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How embracing technology can help firms reap growth

​The PWC Law firms’ Survey 2018 identified that 63% are concerned with speed of technological changes and its threat to growth. This is one of the four areas, as a result of the survey, that PWC has flagged for law firms to think about to move forward and remain robust in changing times. Of course, this also applies to the accounting sector.

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Take A Holistic Approach Neuron

Take a holistic approach to implementing AI

With up to 85% of UK businesses said to be looking to invest in AI by 2020*​, can professional services firms afford not to be in the mix?

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Price Bailey and Symphony reach a landmark agreement on Practice Portal

As of July 4, 2019, Symphony acquired the exclusive global rights to market, develop, deploy and support Practice Portal in the Accounting and Legal professions.

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Power of CRM for the individual

​For professional services firms, to fully reap the benefits of CRM (client relationship management) for the entire client-facing organisation, those who use the system every day must actually want to use it. No matter how grand your plans are for the CRM tools you use, they will fall short unless every user is committed.

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Symphony launches its first AI and the Future of Accountancy report

Senior figures from top UK and International accounting firms took part in our first AI and the Future of Accountancy report. There’s a lot of hype surrounding AI and we wanted to cut through the noise to get a real sense of what is happening in the industry. So, we embarked on this journey to gain a deeper understanding of the future requirements of AI within leading accountancy firms.

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