If you ask many accountants about customer or client relationship management software, many of the answers will be something like, “We don’t need CRM, we have practice management.” However, practice ...

Customer Relationship Management (CRM) systems were designed to be the operational core of advisory firms; the hub in the hub-and-spoke model. The goal was clear: centralize client data, enable follow ...

As agencies, one of our responsibilities to our clients is to understand, if not lead, how to maintain our clients' relationships with their customers. But, how are we doing the same to maintain our ...

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