Microsoft Dynamics and Client Profiles — a winning team.
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"The software has revolutionized the way firms implement and benefit from Microsoft's CRM technology. It delivers critical business intelligence information so firms can identify where new business opportunities exist, what type of cross selling opportunities are available with existing clients, and where to focus marketing and business development efforts."
Doug Smith
General Manager
US Microsoft Dynamics Partners
Client Relationship Management developed exclusively for Accounting firms and built entirely within Microsoft Outlook
More than ever, accounting professionals are engaged in the efforts that help their firms win and retain clients.
CRM4Accounting, powered by Microsoft CRM and developed by Client Profiles, is a complete marketing, business development and client care solution for Accounting firms. It provides all of the tools and capabilities needed to create and easily maintain a clear picture of client relationships from first contact, through business development activities and long-term relationship-building efforts.
With modules for marketing, business development and client care, CRM4Accounting delivers a fast, flexible and affordable solution that drives measurable improvements in every business process. It enables closer relationships with clients and helps your firm achieve new levels of success and profitability.
CRM4Accounting provides everyone in your firm a complete view of your relationship networks, prospects, and clients directly from Outlook, providing a familiar and intuitive work environment that encourages user adoption and productivity.