A customer relationship management (CRM) system is a tool that helps businesses manage their interactions with customers. CRM systems can track customer data, such as contact information, purchase history, and communication history. This data can be used to improve customer service, marketing, and sales efforts.
CRM systems are especially important for accounting firms. Accounting firms typically have a large number of clients, and it can be difficult to keep track of all of the interactions with each client. A CRM system can help accounting firms to manage their client relationships more effectively. For example, a CRM system can be used to: