InStream CRM for Accountants

Build strong relations with your clients

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.


Mail

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.”

 

Cynthia Vail


Build strong business relations

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