CRM

Client satisfaction is centered around communication, and a CRM is the solution for accountants to communicate with an extensive client catalog efficiently and effectively.

Avalara certified integration partners have met criteria developed by Avalara for performance and reliability.

The right CRM platform secures client aspects beyond contact data: purchase history, previous questions and communications, lifetime value, financials, and demographics...

Generating sales can be a complex and sometimes expensive endeavor, with marketing campaigns, lead nurturing programs, solution demos, RFPs, on-site presentations and follow-up meetings all forming a part of the typical process.