Cloud-based CRM software for your marketing and client data
CRM software that helps practices’ achieve their marketing and business goals – and exceed customer expectations.
Eradicate data siloes
Manage marketing and client data from a single location. Auto update data entered in CCH Central – so you save on admin costs and no more worries about inaccurate or incomplete information.
Seamless and inclusive integration
CCH CRM for accountants can run as a standalone system, but data can also be integrated across the CCH Central software suite.
Universal marketing database
Data on all types of contacts, from prospects through to existing clients, can be stored together to drive marketing activity and business development.
Valuable data insight
The powerful reporting engine helps you make use of all the information you hold on your clients and other contacts.
No hardware or software costs, just a cost-effective annual subscription based on the number of users requiring access.
Easy setup and access – plus the simple web-based interface means you can access your data anytime, anywhere.
Automate and improve client service
Bring all of your interactions with clients into a single location, continually refine your services by making use of all the data that your clients supply.
Manage your lead and sales pipeline
Nurture your leads every step of the way along the sales pipeline so you can maximise the number that convert into sales, driving practice growth.
Discover more about CCH CRM powered by Workbooks
Hear about how French Duncan, a leading accountancy practice, are using CCH CRM Workbooks and Web Insights to work more efficiently, identify prospects quicker, retrieve actionable insights, achieve the single customer view and ultimately grow their business.
We know that for accountancy practices, managing relationships with clients has to be at the heart of everything they do. CCH CRM Workbooks system integrates seamlessly with CCH Central so it connects to every part your organisation.
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