InStream CRM for Accountants
CRM system for Accounting Firm
For every accountant contact with a client is very important. By gathering all information in one place you will not miss important details. Communication problems will no longer bother you from the moment you will start to use InStream.
Monitor all your communication with clients, in one place.
Calendar
Plan your actions with mobile calendar. Arrange meetings and organise your schedule
Lists
Create suitable lists and organize communication with customers
Notifications
In order to be up to date, use intelligence notifications.
Use CRM to develop your customer relations
What distinguish our platform is flexibility. You decide what is an important information while you are scrolling down the contact list. You can also easily sort out selected data. Has your client delay with a payment? Are you going throw vindication process? You can see all that information on adjusted list view.
Reports
Thanks to automatic reports you can measure your team results
Customization
Customize your lists. Store your data wisely.
Tools
Use intelligent fields and Business Intelligence tools
Clients
Gather all information about your clients in one place.
Stream view
By gathering all communication in one place you will not miss important details.One person contacts you in two different cases and sometimes you mix up them? You will no longer have such a problems. Now you can create two different relations with that person and have everything under control.
Available in browser
You can use InStream from any device which has acces to the Internet
Intuitive design
You don't have to be skilled computer user to use the platform
Remote access to data
You can access InStream no matter where you are
“By gathering all communication in one place you will not miss important details.One person contacts you in two different cases and sometimes you mix up them? You will no longer have such a problems. Now you can create two different relations with that person and have everything under control.”
