Relationship Intelligence

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Client Sense business development module launched

To mark the launch of the new Client Sense Business Development module, we caught up with our COO Phil Lowe and Steve Tyndall, CEO of Client Sense, to discuss how the software can enhance your new business opportunities and client retention capabilities.

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Transition management with Client Sense

In our latest interview in our Client Sense video series, we discuss the role Client Sense plays in managing succession within a professional services firm as well as any changes with clients or the firm itself.

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Relationship intelligence software

In the June issue of LPM magazine, our CEO Brian Coventry talks about how taking a data-driven approach to identifying client relationships will provide the visibility needed to leverage a new strategic capability.

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Referral relationships and opportunity management

In our latest interview in our Client Sense six-part video series, we discuss the role Client Sense plays in enhancing referral relationships and opportunity management.

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How to nurture key client relationships

We recently shared our insights into how data can help an accounting firm win work and retain clients in the latest issue of PortrAIT, the publication of the AIT - the membership organisation for UK IT professionals working within accountancy.

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Client Sense complements CRM

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.

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How Client Sense can help Professional Services firms during COVID-19

In the first of our series of Client Sense videos, we chat with our COO Phil Lowe and Steve Tyndall, CEO of Client Sense, to gain insight into the relationship intelligence software platform and its importance to professional service firms in the current COVID-19 crisis.

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Navigating crisis with data-driven relationship intelligence

These unprecedented times have highlighted just how critical communication is. Key during this crisis period is to make contact with the right people at your client’s firm ensuring you can provide help where it’s most needed. What’s crucial is these connections must be direct person-to-person contact. However, you need to know who the best person in your business is to establish that connection.

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Unlock data to win work and keep clients

Our CEO, Brian Coventry, has shared his insight into how your accounting firm can unlock data to win work and keep clients in the latest issue of International Accounting Bulletin.

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Symphony to reveal Client Sense platform at AAIT Conference

We’re delighted to be back at The Alternative Accountancy Strategic IT Conference (AAIT) where we’ll be launching our new client retention and business development platform, Client Sense, to the accounting delegates.

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