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symphony crm features

Symphony CRM

Brand : Symphony APS

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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 o...Read more

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Symphony CRM Software Pricing, Features & Reviews

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.

Symphony CRM Pricing & Plans

Symphony CRM price is available on request

Looking for pricing details, customization requirements or have other queries? We are just a click away.

Symphony CRM Features

Marketing Automation

  • icon_check Email Marketing Design and send personalized email campaigns, track opens, clicks, and conversions.
  • icon_check Campaign Management Plan, execute, and monitor marketing campaigns across channels and touchpoints.
  • icon_check Lead Nurturing Engage and educate leads over time with targeted content to move them toward conversion.
  • icon_check Customer Journey Tracking Monitor and analyze the customer journey from awareness to purchase.
  • icon_check Customer Segmentation Group customers based on behavior, demographics, or preferences for tailored campaigns.
  • icon_check Event-Triggered Workflows Automate responses and actions based on customer behaviors (e.g., email opens, site visits).
  • icon_check Automated Campaigns Automatically trigger campaigns based on customer behavior, interests, or milestones.

Data Sourcing / Integrations

  • icon_check Data Import/Export Easily import/export customer and business data in bulk or via integration with other systems.
  • icon_check Social Media Integration Manage social media accounts and track customer engagement directly within the CRM.
  • icon_check Calendar Integration Sync CRM with calendars to schedule and manage appointments and follow-ups.
  • icon_check Email Marketing Tools Integration Connect CRM with email platforms like Mailchimp or SendGrid for seamless campaigns.
  • icon_check Marketing Tools Integration Integrate with marketing platforms (e.g., Google Ads, HubSpot) to enhance campaign effectiveness.
  • icon_check Third Party Integrations Connect CRM with a variety of third-party tools and services to enhance functionality.
  • icon_check API Access Customizable API for integrating with other business applications or extending CRM capabilities.
  • icon_check eCommerce Integrations Sync CRM with eCommerce platforms like Shopify, WooCommerce for a unified customer experience.
  • icon_check Interactive Voice Response (IVR) Integration Integrate CRM with IVR systems to manage customer calls and enhance support.

Reporting & Analytics

  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Custom Dashboards Create personalized dashboards to visualize key metrics and data relevant to your business.
  • icon_check Real Time Analytics Monitor and analyze real-time data to make timely, informed decisions.
  • icon_check Sales Performance Reports Track individual and team sales metrics, including revenue, win rates, and pipeline health.
  • icon_check Customer Insights Analyze customer behavior and interactions to gain actionable insights for better engagement.
  • icon_check Campaign Performance Measure the effectiveness of marketing campaigns, including ROI, reach, and conversion rates.
  • icon_check Forecasting & Trends Use historical data to forecast future sales and trends for improved business planning.
  • icon_check Performance Tracking Monitor team performance across various functions, tracking progress against KPIs.

Customer Data Management (CDM)

  • icon_check Contact Management Store, organize, and access customer contact details for easy retrieval and updates.
  • icon_check Account Management Track and manage business relationships with key accounts and clients.
  • icon_check Customer Profiles Build comprehensive profiles with data on preferences, interactions, and purchase history.
  • icon_check Contact Segmentation Group contacts based on behavior, demographics, or interests for personalized engagement.
  • icon_check Activity History Record and review all past customer interactions, including calls, emails, and meetings.

Sales Management

  • icon_check Workflow Automation and Management Automate repetitive tasks and workflows to improve sales team efficiency.
  • icon_check Quote Management Generate accurate, branded quotes and proposals to accelerate sales processes.
  • icon_check Order Management Track and manage orders from customers to ensure timely fulfillment and accurate billing.
  • icon_check Opportunity & Pipeline Management Visualize and track deals through stages from lead generation to closing.
  • icon_check Contract Management Managing contracts from their creation, execution, and performance tracking to their eventual termination.
  • icon_check Sales Forecasting Predict future sales and revenue using historical data and current opportunities.
  • icon_check Territory Management Assign, monitor, and optimize sales territories to improve regional sales efforts.
  • icon_check Lead Management Capture, track, and nurture leads across different stages of the sales cycle.
  • icon_check Deal Management Organize, prioritize, and manage deals, ensuring timely follow-up and closure.
  • icon_check Sales Automation Automate tasks like follow-up emails, lead assignment, and reminder notifications.

Collaboration Tools

  • icon_check Task / Activity Management Assign, track, and manage tasks and activities to ensure team productivity and accountability.
  • icon_check Team Communication Enable real-time internal communication between teams with built-in messaging or chat features.
  • icon_check Document Sharing & File Storage Store and share important files, documents, and customer resources easily.
  • icon_check Omnichannel Support Provide consistent customer support across multiple channels, including email, chat, and social media.

Security & Compliance

  • icon_check Role-Based Access Control (RBAC) Control user access based on their roles, limiting access to sensitive data.
  • icon_check Data Encryption Encrypt data both at rest and in transit to safeguard customer information.
  • icon_check Audit Trails Maintain a log of all user actions for accountability and security auditing.
  • icon_check Backup & Disaster Recovery Ensure business continuity with secure backups and disaster recovery plans.
  • icon_check GDPR & Data Privacy Comply with regulations such as GDPR, HIPAA, and CCPA. to protect customer privacy.

AI & Machine Learning

  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Lead Scoring Use AI to score leads based on their likelihood to convert, helping prioritize sales efforts.
  • icon_check Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently.

Alerts & Notifications

  • icon_check Event-Triggered Notifications Automatically notify users of key events, such as new leads, meetings, or customer actions.
  • icon_check Custom Workflow Alerts Create custom alerts for specific workflows or actions, ensuring nothing gets missed.
  • icon_check System Errors/Failures Receive immediate notifications for any system failures or errors for quick resolution.
  • icon_check Customer Interaction Alerts Get notified when customers engage with emails, forms, or other touchpoints.
  • icon_check Workflow Trigger Alerts Alert users when specific workflow conditions or triggers are met.
  • icon_check SLA Violations Receive notifications when service level agreements are breached or approaching deadlines.
  • icon_check Lead Activity Alerts Get alerts when leads take important actions (e.g., filling out a form or making a purchase).

Symphony CRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Language:
  • Windows MacOS Linux
  • Desktop
  • Web-Based
  • Accounting Firms
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises, SMBs, SMEs, MSMBs, MSMEs
  • English

Symphony CRM Reviews and Ratings

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Symphony APS Company Details

Brand Name Symphony APS
Information Symphony’s expertise lies in CRM, practice management and business transformation for Professional Services Firms.
Founded Year 1998
Director/Founders Brian Coventry
Company Size 1-100 Employees

Symphony CRM FAQ

A Symphony CRM software being cloud-based in nature is compatible with all operating systems.
A No, the Symphony CRM app is currently unavailable.
A Symphony CRM solution supports web-based deployment.
A Symphony CRM system pricing is available on request at techjockey.com.
A Symphony CRM software solution is typically used in accounting firms to manage their marketing and business development activities.
A The Symphony CRM solution demo is available for free with techjockey.com.
A Symphony CRM system offers a free trial. However, the premium plan with advanced features is available at techjockey.com with exciting deals.
A Symphony CRM platform offers solutions for various accounting firms and other professional service-based companies. It assists in automation, integration, collaboration, practice management, as well as maintaining customer relations. With the help of this platform, it is possible to manage clients more effectively and to see the firm's potential more clearly.

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