Customer Relationship Management

 Imagine an application in your practice that helps you and your team systematize the development of more work from current clients and first time work from prospects; an application that can manage leads and new client opportunities all the way through the new business pipeline…

 

 

…Then imagine it having been developed by the team that developed your PM system, specifically to give you greater leverage over your practice database.

Advance CRM helps firms to build a true picture of client and prospect opportunities – and the means to manage all the next steps in dealing with those opportunities. 

 

Effective Opportunity Management

As well as assisting the Client Management process, Advance CRM is also designed to help firms systematically view and manage Client and Prospect Data in new ways covering:

  • Event Management
  • Opportunity Management
  • Pipeline Management

APS allows your firm to capture opportunities for clients and prospects in a meaningful way so you can identity future potential within your practice and track the status of each opportunity from qualification all the way through to a new engagement

 

APS Advance CRM One-Pager (pdf)

CRM, Your Clients and You (pdf)

Advance CRM

  • Highly functional CRM module, single, central data store within PM database
  • Manages complex relationships & attributes within client database for prospects, clients, competitors and suppliers
  • Campaign, mailing and event management
  • Opportunity & pipeline management,
    automated reminders, alerts & automated
    reporting