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CRMs for accountants – what should we as accountants and tax agents look for in a CRM?
CRMs for Accountants
In this episode, Nathan Reiche, the CEO and founder of Content Chemistry, a CRM integrator, will talk with you about alternatives to FYI and SuiteFiles and how to go about it.
To listen while you drive, walk or work, just access the episode through a free podcast app on your mobile phone.
CRMs for Accountants
If you are an accountant or tax agent in Australia, chances are high that – if your practice is using a CRM – this CRM is either FYI or SuiteFiles.
The big question is whether this works for you as well as it should. And if it doesn’t work for you, what do you do?
Giving up on one CRM is one thing, but finding a better solution is a completely different ballgame. If not FYI or Suitefiles, what then?
There are Monday and Jira but they are very project management. There is Capsule, Hubspot, SwiftFox, Front, and hundreds of other CRMs. Trialing them all takes a lot of time.
The thing is FYI and SuiteFiles are onto something. The combination of email, task and document management we need as an industry, that combination you don’t really get in any other CRM. The problem is the user experience with these two softwares. The clunkiness. The constantly trying to find info that should be just one click away, but takes over 20 clicks to find.
So in this episode we look at alternatives to FYI and SuiteFiles and how to go about it.
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Disclaimer: Tax Talks does not provide financial or tax advice. All information on Tax Talks is of a general nature only and might no longer be up to date or correct. You should seek professional accredited tax and financial advice when considering whether the information is suitable to your or your client’s circumstances.
Last Updated on 24 October 2023
