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CRMs-for-Accounting-Firms Top 10 CRMs for Accounting Firms

Top 10 CRMs for Accounting Firms

A client of mine recently asked me about a CRM tool. What did I think was best for their firm? There are many factors to consider before choosing a CRM, including: Cloud vs. On-premise Define features and functionality you need Ensure the system integrates with other apps Request a demonstration, test drive, and free trial […]

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