Name: SymphonyCRM
Author: Symphony APS

Help Desk

Live Chat

Web and Video Conferencing

Customer Support

Text Editors

Development

Alumni Management

School Management

Education

Business Intelligence (BI)

Business Process Management (BPM)

Collaboration

Contract Management

Facility Management

Meeting Management

PDF Editors

Supply Chain Management

Workflow

Enterprise

Accounting

Cryptocurrency Wallets

Hedge Fund

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Pay Equity

Payroll

Talent Intelligence

Talent Management

Vendor Management Systems (VMS)

Workforce Analytics

Workforce Management

Human Resources

Application Lifecycle Management (ALM)

Cloud Storage

Complex Event Processing

Converged Infrastructure

Custom Software Development Services

Data Masking

Firewall

Fraud Detection

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Network Performance Monitoring

Network Traffic Analysis (NTA)

NoSQL Databases

Storage Management

Time Series Databases

Unified Communications Monitoring

Wireless LAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Contest Management

Creative Collaboration

Email Deliverability

Email Marketing

Marketing Automation

Product Information Management (PIM)

Product Intelligence

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Communication Management

Customer Relationship Management (CRM)

eCommerce Analytics

Sales

Data-Centric Audit Protection (DCAP)

Intrusion Detection

Operational Technology (OT) Security

Security

3D Modeling

Clinical Data Management

Computer-Aided Design (CAD)

Investment Portfolio Management

Municipal

Simulation

Travel Agency

Vertical-Specific

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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.

Modernising accounting and law firms with a scalable platform that supports change and drives growth. By specifically understanding the sector's issues the vendor states their product goes belong bespoke or more general solutions. The CRM provides an aggregated view of all new business opportunities that drive growth and is used to manage the key drivers behind growth strategies and improve cross-selling activities by changing behaviours and the automation of repetitive tasks.

Reporting in the centralised CRM system will show how opportunities will impact the future capacity to deliver and profitability. The CRM platform provides access to practices managing the wide range of data held in relation to a client. By having this information to be in a single space eliminates the problem of data silo's and enables the team to focus on the all-important lead management, client relationship and marketing campaigns rather than hunting through multiple systems.

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

SymphonyCRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Symphony APS

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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SymphonyCRM

Overview

What is SymphonyCRM?