Hubspot - The latest addition to our Clarity Street App Stack!

One of the most hotly debated topics in the accounting industry app space is the use of CRM software. What actually is a CRM? And why is it a highly debated topic?

CRM stands for Customer Relationship Management Software. In short, it's software that helps manage all your relationships and interactions with team members, clients and potential clients.

Accountants are often hesitant about using a CRM because the software that has been designed for accounting practices has never gone to the lengths of capturing the requirements of what a CRM does. For accounting software, tax has always been at the forefront when developed and there has never been a strong focus on sales and marketing, because the ATO has also always guaranteed accountants with a constant and steady stream of clients due to tax work and all other accounting and compliance work related. While it doesn't guarantee that you'll have good quality clients, it does mean that you will always have clients. In addition to this, many accounting practices also rely on word of mouth and referrals allowing them to grow organically. The game, however, is changing.

Read More