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.
It’s a real privilege to receive this accolade! It’s testament to the hard work of the Symphony team in continually delivering a top-notch CRM software solution to leading firms in the accounting sector.
What’s key for an accountancy firm is the ability to spot gaps and opportunities within the client portfolio. Our CRM for accounting firms manages referrals, prospects and client relationships effectively, providing a coherent link between business development and marketing disciplines. It eliminates data silos, which is so often an issue for a firm due to fragmented databases.
Take a look at our Pitcher Partners Sydney case study to find out how we helped the firm gain greater visibility of the opportunities being pursued in the practice. With insight into how the move to a new centralised system, truly integrated, has helped unlock the doors to enable opportunities with both prospects and existing clients.
Get in touch with us about our award-winning SymphonyCRM software and find out how we can help you establish clear and consistent processes across your firm.
Talk to us about getting your software application platforms working together to support your firm’s organisational objectives and strategic goals…