Simple workflow and client management functionality reduces costly admin time and results in happier clients.
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StrategicRM is designed to make your processes more efficient. For example, the ability to use project templates allows you to set up complex projects in seconds.
StrategicRM has powerful CRM functionality. Research shows that CRM delivers a return of investment of 560% and increases sales by up to 29%.
StrategicRM keeps you on top of the detail, so your clients won’t move on to competitors with more effective processes. Manual systems or multiple applications cobbled together allow details to fall through the cracks.
StrategicRM is a web-based application with no set-up fee and you only pay for the users you need. This is a more cost-effective solution than other accounting practice management systems or using multiple applications to meet varied needs.
Since all work is added to the system and allocated to the responsible individual, everyone should always know what they have to do next. There should be no sitting around waiting for a manager to tell everyone what they need to do. As well as saving management time, the manager has full visibility into what is getting accomplished and the health of all projects.
StrategicRM has built-in time tracking that can be tied to clients and projects, so employees are more likely to log accurate working hours. The timer is accessible online, so it doesn’t matter if you are away from the office. This means fewer billable hours are missed when it comes time to generate invoices.
Watch this video for a 1 minute overview of why you will want to use StrategicRM.
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