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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Pwc Law Firms Technology

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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Crm The Catalyst For Change Word Change

CRM and Envision - the catalyst for change

Through working with leading professional service firms, we’ve found that accounting​ and legal​ firms deal with numerous processes and application platforms which operate independently of each other with little or no integration. This leads to inefficient operations and higher costs.

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Automation insights revealed in latest LPM report

The latest LPM (Legal Practice Management) report - ‘Legal IT Landscapes 2019’ – revealed the majority of respondents see risk and compliance alongside operations and administration were the support services that could benefit most from more automation. While the benefits of automating marketing and business development fell lower down in importance with only 11%.

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Exploring the ‘puck’ mindset

Sarah Trude, our Business Development Director, has an article featured in the April issue of Legal Practice Management where she talks about the ‘puck mindset’. What’s that do we hear you say? Well, it’s in relation to Wayne Gretzky, who is a Canadian former ice-hockey player, where he talks about “skating to where the puck is going to be, not where it has been.”

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Breaking through the data silos

For a professional services firm to be effective, its business development, marketing and divisions responsible for client service delivery need to be linked. But, so often, we hear about the challenges of the team not being connected with relevant content that will allow them to benefit from opportune conversations.

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