• accounting360

    accounting360

    Adapt seamlessly to the evolving standards.

    Contact us

    accounting360

    Adapt seamlessly to the evolving standards.

    Contact Us

Marketing and Business Development – accounting360 CRM

Built on the award-winning Microsoft Dynamics 365 CRM platform, and leveraging cutting edge relationship intelligence and analytical capabilities, accounting360 CRM is changing the game of business development in the accounting industry. With a comprehensive set of business development, marketing, experience management and relationship intelligence tools purpose-built for accounting firms, accounting360 provides the foundation your firm needs to maintain a 360-degree view of your clients, contacts, relationships, pursuits, projects and growth initiatives.

With a long list of features specifically designed to meet the unique needs of the accounting industry, we’re experts in helping our clients grow and expand their client base. Core features of accounting360 CRM include:

Built on the award-winning Microsoft Dynamics 365 CRM platform, and leveraging cutting edge relationship intelligence and analytical capabilities, Legal360 is changing the game of business development and client management in the legal industry.

With a comprehensive set of business development, marketing, experience tracking and relationship intelligence tools purpose-built for law firms, Legal360 provides the foundation your firm needs to maintain a 360-degree view of your clients, contacts, relationships, matters, pursuits, and growth initiatives.

With over 2,000 features specifically designed to meet the unique needs of law firms, we’re experts in helping firms develop successful strategies to grow and expand their client base. Core features of Legal360 include:

accounting360 CRM - Firm-wide, Practice Group, Team, and User Dashboards

Firm-wide, Practice Group, Team, and User Dashboards

accounting360 CRM - Centralized contact management and relationship intelligence

Centralized contact management and relationship intelligence

accounting360 CRM - Company, client and account management

Company, client and account management

accounting360 CRM - Data harvesting and synchronization tools

Data harvesting and synchronization tools

accounting360 CRM - New matter leads and pursuit management

New matter leads and pursuit management

accounting360 CRM - Client strategy and opportunity tracking

Client strategy and opportunity tracking

accounting360 CRM delivers a simple, flexible and affordable solution to enable closer relationships with your clients, drive a powerful relationship-based business development process, and help your firm achieve new levels of CRM success.

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137 Johnson Ferry Road, Suite 2240,
Marietta, Atlanta, GA 30068

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+1 302 858 0087

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