Top 10 Features of CRM Software for Accounting Firms

Customer Relationship Management (CRM) relates to the principles, procedures, and actions that a business follows when coordinating with its clients. From the organization’s perspective, this entire relationship covers direct interactions with customers, for instance, sales and service-related processes, prediction about sales or losses, and the evaluation of customer developments and assessment of the pattern of their behavior. In the long run, CRM helps to improve the customer’s overall experience.

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• Category: Finance
• Tags: cpa_client_portal, crm_for_accounting_firms, crm_for_cpas