Client Relationship Management (CRM) for Accounting Firms

The world of accounting is fierce and competitive and maintaining the status quo is no longer good enough to sustain or grow your practice or firm.

In this session you will see how the firm of the future attracts new clients through marketing automation and maximizes the cross-sell of existing clients with integrated practice management data in a single CRM framework.

Join this live webcast and see first-hand how CRM for CPAs empowers you through these powerful capabilities:


Integrated Marketing Automation

Lead Scoring & Nurturing

Robust Client Communications

Automated Business Development

Escalation & Workflow

Practice Level Reporting

Practice Management System Client Dashboards

Client Referral Management

Email, Calendar, Mobile Friendly


If you know that you want to be that firm of the future come join us to get a sneak peek of an accounting focused Client Relationship Management (CRM) solution. Register Here

 
 
 

or Call: 1-800-719-3307 x 4305

 
WEBINAR DETAILS
 

Date: July 8, 2015
Time: 2pm-3pm ET (11am PT)
Register Online Here

This webinar is complimentary.


 
PRESENTER
 

M. Danny Estrada
CRM Practice Director
Net@Work

  View Profile


 

ABOUT NET@WORK
A leading provider of integrated business technology solutions, Net@Work is a leading CRM, Sales, and Marketing Automation consultant and developer. Our team has extensive experience in customizations, integration and development for an array of third party applications including CRM and ERP.
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ERP | Cloud ERP | CRM | HRMS | Cloud Computing | Document Management/SharePoint | Web/eCommerce

Net@Work | P: 800.719.3307 | info@netatwork.com | www.netatwork.com