Contact Us
Please confirm you are human.
required info

Bespoke CRM for Guest & Co

Customer Relationship Management System for accountancy firm to manage customer data, interactions and account handling.

Custom built CRM with account management functionality for an accountancy firm to support their operational processes in managing customer data, communications and general account management.

Project Delivery:

  • Client management: capturing all pertinent information and ability to sort by filters
  • Automated process of allocating unique reference numbers to client accounts
  • Ability to export data from the CRM for data analysis
  • Managed access to standard letter templates and forms for VAT and Tax Returns
  • Internal task and messaging system to support accounting teams
  • Management reports for capturing timesheets