Project Description


CRM for Accoutants

Our CEO, John Cheney shows you how CRM can transform your practice and take your marketing, business development and customer management to the next level.

In this webinar we demonstrate how Workbooks CRM for Accountancy can help you:

  • Create a single 360 view of your clients across the firm
  • Improve your targeting for upsell and cross-sell opportunities
  • Create effective marketing campaigns
  • Deliver key business reporting on clients, partners etc.
  • Make the account management process more systematic and consistent
  • Improve retention and increase client spend

Watch today to see how CRM can transform your practice.

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