Most CRM software now provide a variety of functionality; the ability to communicate with clients, provide easily accessible portals for information sharing, task management, project management, time tracking features, and more.
Those features are all great efficiency tools when implemented properly, but most systems do not come set up and customized to our firms on day one. A lot of organizations miss the boat on the setup and training process.
Jump over to Tax Practice News to see why—and how you can fix it.
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