5. It’s over my head… I don’t know where to start!!

4. A full CRM system is too much for our firm…What should our requirements be?

3. I don’t have a full IT team to support a CRM system in-house. Too many times a provider installs a CRM
tool and the firm never hears from them again. Where’s the training and support?

2. How much customization is too much? What works best in a CPA firm?

  1. How do I get my firm to use it??!!

For a list of industry specific requirements or to start a conversation around how we are helping CPA firms overcome these and other topics click here or call 866-558-7816