It’s important that the client list is easy to use. It can also include more detailed information like billable addresses and second or third contact points for a given client. This list can contain basic information such as name, address, and email. Central client list that can be consistently updated by the team.There are two core features of any CRM software: But as you grow your book and your team, you’ll wish you’d had records of all client interactions. If you’re the owner, the information is either in your head or in the head of maybe two other people. If you’re early in your firm’s growth, it’s hard to consider the importance of a CRM when the firm is made up of just the owner and maybe one or two employees. For many accountants and accounting firms, this is not the tool they had in mind, because they often don’t think of themselves as salespeople. Client Relationship Management (CRM) systems are often geared towards helping salespeople better track their leads and prospects.
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