SymphonyCRM

SymphonyCRM is a customer relationship management (CRM) software specifically designed to cater to the unique needs of accounting and legal firms. This powerful solution enables firms to effectively manage client relationships, track sales opportunities, and streamline their business processes. SymphonyCRM is suitable for accounting and legal firms of all sizes, from small enterprises to large corporations. It is widely used by accounting firms, law firms, consulting firms, financial advisory firms, and tax advisory firms.

Key Features

CRM - Unifying Data, Creating Stronger Insights: SymphonyCRM provides a consolidated view of client data, eliminating the need to search through multiple systems. It allows firms to access job and document details, schedule tasks, and identify growth opportunities. The CRM system helps firms understand the overall value of a client and prevents multiple departments from contacting clients separately.

Practice Management: SymphonyCRM offers practice management capabilities trusted by top firms in the UK, Australia, USA, and New Zealand. It includes features such as time recording, billing, workflow management, and performance analysis. Integration with other software platforms streamlines administration and improves productivity and profitability.

Client Management: SymphonyCRM provides solutions that connect all business functions and offer a range of choices for client management. The SymphonyCRM and Practice Portal provide key client data from multiple systems. Firms can manage, protect, and grow client relationships using the visibility and insights provided by SymphonyCRM.

Automation & Integration: SymphonyCRM helps firms automate and integrate processes by synchronizing data between different systems. It reduces data silos, improves efficiency, and integrates with popular applications.

Cloud Time Recording & Productivity: SymphonyCRM provides time and productivity solutions for accounting firms. It automates time recording, captures billable time, and provides insights into costs and process improvements. SymphonyCRM is a cloud-based solution that leverages the power of the cloud and machine learning.

Client Sense: Client Sense provides visibility into client relationships and offers real-time relationship intelligence. It helps firms manage, protect, and grow revenue-driving relationships. Client Sense provides insights into email communication and improves client retention.