GreatSoft CRM

GreatSoft CRM is a practice management software specifically designed for accountants, CPAs, and bookkeepers. According to the vendor, this software is tailored to meet the needs of various accounting firms, CPA firms, bookkeeping firms, financial consulting firms, and tax preparation services. It offers a range of features and functionalities that aim to improve client management, time and expense tracking, billing and processing, debtors and lock-up management, general ledger integration, creditors module, and practice financial statement reporting.

Key Features

Client Management: According to the vendor, GreatSoft CRM is designed to cater to time-based professionals, facilitating communication with clients and supporting upselling of products and services. It also enables targeted marketing to a selected audience for potential future business opportunities.

Time & Expense Management: The vendor states that GreatSoft CRM provides a user-friendly timesheet system for tracking and managing time and expenses. This feature aims to ensure accurate tracking of task profitability and can be accessed from anywhere on any device, providing flexibility and convenience.

Billing & Processing: GreatSoft CRM enables efficient billing of clients from any location and device, according to the vendor. It allows users to utilize their firm's standard invoice templates, streamlining the billing process and potentially improving cash flow by ensuring timely and accurate invoicing.

Debtors & Lock Up: The integrated debtors and lock-up management module in GreatSoft CRM seamlessly integrates cash book, general ledger, creditors, and asset ledger, saving time in producing monthly income statements. The vendor also suggests that this module can be used as a standalone general ledger solution.

General Ledger: Fully integrated with GreatSoft CRM, the general ledger module provides comprehensive financial management capabilities, including support for multiple currencies and the creation of journal entry templates.

Creditors: GreatSoft CRM includes an integrated creditors module that seamlessly links with the CRM and general ledger, according to the vendor. This module streamlines the processing of invoices, credit notes, and payments, enhancing the management of accounts payable.

Practice Financial Statements: The vendor states that GreatSoft CRM offers a powerful report writer specifically designed for financial statements. This feature provides flexibility and customization options, supporting automatic note, page, and index numbering. It also allows users to adopt the International Financial Reporting Standards (IFRS) for Small and Medium-sized Entities (SMEs) financial reporting structure.