In any modern company accountants are responsible for a lot of different tasks every day so CRM is an IT solution that they highly appreciate. It helps to reduce the amount of manual work thus allowing to save time and spend it in a more productive way. If at the moment you are searching for such a tool but do not know exactly what criteria it should meet and what features it should have, feel free to contact DevGroup specialist. We are ready to find a solution that will match the way you get your work done. It may be available both in cloud or as self hosted software. You will be able to use it for running your own practice or your client's business.

About us

Functions CRM for Accountants Can Perform

  • Document storage and approval.
  • Sending invoices and getting updated when they are opened.
  • Generation of professional reports.
  • Creation of custom workflows.
  • Time tracking.
  • Planning of events for a week, day and month.
  • Scheduling appointments.
  • Setting recurring tasks.

And the aforementioned list of features is not complete. The CRM for accountants we offer may be adjusted depending on your needs and preferences and integrated with other tools. Moreover, via special apps it is compatible with Android and iOS based devices so you can be mobile and get access to the necessary information any moment you need it no matter what time it is and where you are.

To learn more about our Customer Relationship Management system do not hesitate to get in touch with our specialist. Customer's demands is our number one priority so we will do our best to provide you with the best service ever and answer all of your questions in the most detailed manner. With a 16-year experience and first-class certified professionals in staff we have all that is needed to make your business more computerized and effective.