|
|
 | | |
|
 |
|
|
Accounting CRM - Empower CRM for Accounting |
 iEnterprises brings you more than a decade of CRM expertise in the accounting industry. Our team has worked with accounting firms such as Plante & Moran, Arthur D. Little, and others. iEnterprises understands the specific needs of accountants. |
 |
| We help accountants gain a complete view of their clients’ interactions, and manage and centralize everything from sales and tax preparations to auditing and other strategic work. |
|
| Empower CRM, is our web-based CRM software that easily integrates with accountants’ current back-office accounting system, and provides a secure hosted or on- premise environment for client data. It is also readily available on mobile devices so accountants have access to important information anytime, anywhere. |
|
|
|
| |
|
| |
|  Click here to signup for a 30-day free trial of Empower CRM.
 Click here to see a Demo of Empower CRM.
 Click here to schedule a demo of Empower CRM.
 Click here to see the PDF Brochure. | |
|
| |
| Maximize Relationships with Clients and Contacts | |
|
| |
|
- Capture and share client and contact information with the firm
- Get a complete view of all interaction with a client or contact
- Communicate with clients and contacts on an ongoing basis
- Gain complete client level security
| |
| Email / Calendar / Task Integration | |
|
| |
|
- Automatically associate all email correspondence to your clients and contacts
- Associate meetings on your calendar with clients and contacts
- Associate tasks on your calendar with clients and contacts
- Information is automatically stored in both your email / calendar and the CRM
- Works with both Microsoft Outlook and IBM Lotus Notes
| |
| Make all CRM information available on your mobile device | |
|
| |
|
- Access and update contacts, tasks, and status information available anytime, anywhere on your Blackberry smartphone, Windows Mobile and soon, iPhone.
- Works both in and out of cellular coverage
- Quickly resolve and document issues immediately from your mobile device
- We also offer Pharma CRM and Small Business CRM.
| |
| Effectively manage documents | |
|
| |
|
- Generate MS Word documents and other materials using custom templates.
- Easily track and store electronic documents associated with specific clients and matters
- Easily see the history of all documents created for a client or matter
| |
| Highly configurable and easy to use | |
|
| |
|
- Create custom fields anywhere VIA drag and drop
- Create custom business logic VIA the integrated automation engine
- User-friendly features and interface
- Minimal learning curve
| |
| | |
| Click here for more information and someone will contact you shortly. | |
|
| |
| | |
| | |
|
|
|