The job of a certified public accountant is very challenging. Due to deadlines throughout the year, it can be busy managing your contacts and submitting forms for the right people. If you don't organize, customers will slip through the cracks and miss the details. With CRM, this narrative can be changed. A good CRM can help you track your work more effectively and remind you of who and when you need what. However, due to the limited time, it seems too risky to allocate resources to implement technical solutions to solve the problem. Enter S-SRM CRM. As the first and best Outlook CRM, our CRM product is fully integrated into your email client. S-SRM CRM is both intuitive, easy to learn, and user-friendly, doing a great job in bridging the technology gap and ensuring that anyone can improve productivity and track details.
contact manager
Centralize and synchronize your contacts across all devices
Automatically track all emails, appointments, and tasks
Multi level parent company relationship
For accountants, your job is centered around your clients and you are able to track a large number of forms and reports from different people. S-SRM can help you do this more effectively by centralizing your contacts and attaching important files to each contact. In this way, you always know who you are dealing with and how much work you still need to do.
Client pipeline management
lead management
Integration of website potential customer forms
Auto Ripple
As more and more people enter your network, manually managing each interaction may become cumbersome. However, with the pipeline management of S-SRM, you can automatically follow up with potential customers and even generate forms. Reduce the time spent on repetitive tasks and focus on what you are best at.
Report and Analysis
Graphic Dashboard
report writer
Easy export to Excel
One of the most elusive but promising aspects of successful CRM is analysis. CRM is not only a tool aimed at improving daily processes, but also a tool aimed at defining and clarifying your marketing strategy. In S-SRM, you can quickly view which aspects of your work are performing well and which requirements are effective through dashboards and reports. Just a few clicks to export them to Excel and integrate these key data into your decisions! Overall, we believe that our Outlook CRM is highly suitable for accountants in any industry. What's important is an easy-to-use yet powerful tool that serves as your back line for organizing and booking. With our strong and proactive support team, we hope to have the opportunity to collaborate with you and your team. thank you.