CRM automation for audit and consulting firms
CRM automation lets you manage clients, projects and reporting deadlines in one system. For audit and consulting firms in Tashkent, FRONTIX builds a CRM that tracks each client project's stage and deadlines.
Today's problem
- Clients' financial documents and reports arrive scattered across email, and finding the right file takes a long time.
- Clients aren't shown what stage the engagement is at (collecting documents, analysis, preparing the report).
- New clients can't find information online about the firm's experience, past projects and specialisms and only come through referrals.
- Report and meeting deadlines are tracked by hand, and they get mixed up when working with several clients at once.
The FRONTIX solution
Instead of reporting deadlines getting mixed up when working with several clients at once, the CRM marks each project's stages (collecting documents, analysis, preparing the report) and reminds the responsible staff member automatically as deadlines approach.
- Workflow automation
- CRM integration
- Reporting & analytics
- API connections
Frequently asked questions
Can the CRM also be used to store client documents?
Yes, financial documents and reports can be attached to each client's card, removing the need to search through scattered emails.
If several staff work on one project, can tasks be divided up?
Yes, the system lets each task within a project be assigned to a specific person and its progress tracked.
Other solutions for audit and consulting firms
Ready to start your project today?
Let's build the right digital solution for your business together. Reach out for a free consultation.