Customer Relationship Management Software(CRM)
A Software for All the Accounting Firms
Managing an accounting firm is a lot of work, and therefore we, Softideal, are here to make your work easier. We offer our customers CRM software that is one-stop for all your accounting needs.Managing an accounting firm requires keeping everyone on the same page. You need one-stop practice management software that will empower your firm, your team, and your clients. It allows you to streamline the processes and work together easily and efficiently at every step of your accounting process. Softideal CRM offers some specific tools that let you communicate effectively, track how your time is being spent, and provide an ideal client experience, so you can retain clients and grow at ease.
Benefits of Using Softideal CRM Software
- You can manage all your office activities through your web and mobile platform.
- From easy to difficult, automate all your workflow.
- Fully secure with the latest Bank-Grade SSL.
Features of Softideal CRM
Account Management Module
A smart way to manage all the accounts.
Client Management Module
Seamlessly managing and tracking clients information
Employee Management Module
Easily manage all the employees.
Task Management Module
Assign Task to employees and get feedback.
Attendence Management Module
Manage Your employees attendence.
Lead Management Module
Manage Your leads.
FAQ
It is basically a software design and develops to do manage the office.
Yes, of course it is fully secured with SSL.
Yes, this software is a package for manage your office and employees easily.