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CRM for Accounting Firms: Transforming Client Relationships and Operational Efficiency | #sales crm # sales crm software # best sales crm # sales crm tools # sales crm systems # crm for sales reps # sales crm tool

CRM for Accounting Firms: Transforming Client Relationships and Operational Efficiency

CRM for Accounting Firms: Transforming Client Relationships and Operational Efficiency

A CRM system is designed to manage a company’s interactions with current and potential clients. For accounting firms, this means having a centralized database that tracks client information, communication history, service preferences, and other critical data.