Cloud-based CRM software for your marketing and client data
CRM software that helps practices’ achieve their marketing and business goals – and exceed customer expectations.
Eradicate data siloes
Manage marketing and client data from a single location. Auto update data entered in CCH Central – so you save on admin costs and no more worries about inaccurate or incomplete information.
Seamless and inclusive integration
CRM software for advisors can run as a standalone system, but data can also be integrated across the CCH Central software suite.
Universal marketing database
Data on all types of contacts, from prospects through to existing clients, can be stored together to drive marketing activity and business development.
Valuable data insight
The powerful reporting engine helps you make use of all the information you hold on your clients and other contacts.
No hardware or software costs, just a cost-effective annual subscription based on the number of users requiring access.
Easy setup and access – plus the simple web-based interface means you can access your data anytime, anywhere.
Automate and improve client service
Bring all of your interactions with clients into a single location, continually refine your services by making use of all the data that your clients supply.
Manage your lead and sales pipeline
Nurture your leads every step of the way along the sales pipeline so you can maximise the number that convert into sales, driving practice growth.
We know that for accountancy practices, managing relationships with clients has to be at the heart of everything they do. Our CRM solutions integrate seamlessly with CCH Central suite so data can flow throughout the entire organisation improving the client experience.
We have partnered with two CRM software providers
FibreCRM is a CRM software for medium to large accountancy practices
All the data you need is to hand thanks to the seamless integration with CCH Central
Eliminate information silos, bottlenecks and inaccurate data sources
Keep sales opportunities, communication and professional referrers together in one place
Maintain client information with a system that gathers all the information necessary from prospective clients and prompts staff for missing information
Drive more sales with industry-leading sales engagement strategies via FibreCRM’s unique up-sell and cross-sell analyser
Automate reminders to call important clients and keep in touch and maintain relationships
Implement effective workflows that are designed to free up time and automate the practice
Workbooks CRM is a feature-rich CRM solution for SME accounting firms
Gain visibility and control over your data with seamless integration
Segment your clients and find new ways of working with them
Track and analyse all the interactions and transactions and the outcomes
Assign responsibility for activities to the most appropriate person and set notifications so that no task is overlooked
Identify segments where you can cross-sell services with Workbooks CRM’s outstanding cross-selling platform
Address inherent data duplication and data management issues by focusing on cleansing, maintenance and syncing of contact data
Take your first step to CRM software with the CRM Success for Accounting programme
Discover more about how Workbooks works with CCH Central
Hear about how French Duncan, a leading accountancy practice, are using Workbooks, CCH Central and Web Insights to work more efficiently, identify prospects quicker, retrieve actionable insights, achieve the single customer view and ultimately grow their business.
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CCH Central is an environment in which modules within the CCH software suite can intelligently share information, and it makes that information available wherever and whenever it’s needed.
CCH OneClick is a secure set of cloud tools accessed in one place, built for practices and their clients. Connect, communicate and collaborate anytime, anywhere, on any device.
CCH KPI Monitoring continually monitors your system and allows you to set up exception alerts where you are informed when something has happened or is likely to happen.
CCH Practice Management software allows partners and managers to plan ahead, assigning work to avoid bottlenecks and meet deadlines.