Symphony CRM

What is Symphony CRM?

Symphony CRM is a cloud-based CRM software designed for accountants to focus on their accounting activities and improve their client relationships. It facilitates automation and promotes growth to modernize the accounting company.

This platform offers management quick access to an extensive range of client data. It stores all the information at a single location and eliminates the problem of data silos. This enables the team to focus more on important client relationships, marketing campaigns, lead management, etc. rather than going/sifting through various systems searching for data.

As a result, Symphony CRM helps businesses run more productively and efficiently, handle leads as well as sales in a continuous and transparent manner and gain an in-depth understanding of their clientele.

Why Choose Symphony CRM?

• Dashboard: Offers a forecasting and reporting dashboard to provide users with the right insights which they can use to improve the experience of their clients.
• Removes Data Silos: To remove the bulk of data silos, it offers easy integration with accounting, tax, as well as document management.
• Cloud Based: Offers a cloud-based system to different teams that allows them to access updated data from anywhere.

Benefits of Symphony CRM

• Assists you in maintaining and accessing real-time individual contact records that are segmented and updated regularly.
• Enables you to manage all events effectively while taking care of delegate responsiveness and attendance.
• Allows you to manage referrals from important business associates while ensuring that each referral brings assured opportunity.
• Helps in managing publications along with contact preferences incorporated into a publication catalog.
• Enables implementation of smart workflows to ensure that interactions can be monitored, and this can be used to send focused content or communication.
• Ensures client management and coordination are effectively followed in the organization.
• Provides accurate forecasting and reporting, as well as dashboard-based data to provide relevant insights and enhance the client experience.

Pricing of Symphony CRM

Symphony CRM price details are available on request at techjockey.com.

Symphony CRM price in India may vary based on factors like customization, additional features required, number of users, and the deployment type. Please request a call back for subscription-related details and to avail offers on premium packages.