CRM Contábil
Since 2012, this CRM has empowered accounting firms across Brazil to attract clients through effective online strategies. With over a decade of expertise, it offers tailored services, modern infrastructure, and responsive website layouts that enhance visibility. By streamlining time-consuming processes, it enables professionals to focus on consulting and client acquisition.
Top CRM Contábil Alternatives
Senta
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IQ Suite
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Growfin
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Xpedition Private Equity CRM
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ProTracker RMD
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360 View CRM
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ProTracker Advantage
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AtomInvest
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Chelmer
It allows institutions to tailor workflows through customizable modules, enhancing efficiency for financial advisors, brokers...
Magnifinance
Users receive instant reconciliation suggestions based on historical data, ensuring clarity on paid and pending...
PM-RECORD CRM
It seamlessly integrates this information into financial statements and various reports...
AddACCION
By centralizing marketing, sales, customer service, collections, and risk assessment, it enhances efficiency and reduces...
IQProspects
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8vdX
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MadeMarket
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Top CRM Contábil Features
- Client Acquisition Tools
- Customizable Marketing Solutions
- Time-saving Automation Features
- Responsive Website Design
- Comprehensive Lead Management
- Integrated Financial Reporting
- User-friendly Interface
- Modern Analytics Dashboard
- Specialized for Accounting Firms
- Proven Marketing Strategies
- Dedicated Customer Support
- Online Consultation Scheduling
- Task and Reminder Management
- Performance Tracking Metrics
- Multi-channel Communication Integration
- Secure Data Management
- Client Feedback Collection
- Automated Follow-up Reminders
- Mobile Access Capability
- SEO Optimization Tools.
