Fibrecrm

Our core purpose is to make accountants’ lives easier. We do this by helping rms solve the problems associated with data silos, by putting CRM at the heart of the practice. Our mission is to build the technology to empower accountants to build stronger relationships; internally with colleagues, with their clients and strategic partners. Today, FibreCRM is the leader in Integrated, mobile-friendly CRM for accountants in the UK. Our goal is to become the global brand for CRM for accountants. The solution was introduced to the UK accounting sector in 2017 by working with our own accountant, who was previously using a data mining tool to extract data and communicate with their client base. Integrations to the IRIS and CCH databases increase the power of the CRM by accessing and surfacing rich data inside these systems. As well as the traditional CRM features, we have developed industry-specic enhancements like a client onboarding module, reciprocity and detailed recoverability reporting. Not only do we have a proven technology, but we also have a proven goal-based success programme to support rms on their CRM journey. FibreCRM is Cyber Essentials certied, providing assurance that we guard against cyber threats, protecting our customers’ data and that of our supply chain – and demonstrating our overall commitment to cyber security. We invest heavily in information security training, with several of the team certied by the British Computer Society in Information Security Management - along with our DPO being an EU Certied GDPR Practitioner. Talk to us to nd out more about how Integrated CRM can support a rm’s strategy and realise the possibilities outlined in this paper.