Australia CRM / Workflow software


Joined
Jun 19, 2018
Messages
1
Reaction score
1
Country
Australia
We're currently looking at upgrading our software for growth. I really want to cover off on several issues and I keep getting pulled between workflow management software and a CRM. It should be an online software as we deal primarily with Xero, Quickbooks online, Myob, etc. It needs to simplify communications with clients, provide a client database, and help with workflow to make sure nothing gets missed.

1. Needs email integration - when an email comes in it should be able to be allocated to a team member to follow up.
2. Jobs / tasks should be easily created and allocated around the team / automatic repeating tasks
3. Time tracking
4. I would expect tags on clients so that I can create a task based on the tag (ie sort by all business clients, all companies, etc and set up a task to call up and discuss a change with them)
5. I would expect that I can sort by tag and send an email to all clients with a particular tag at once (ie legislative changes for trusts)
6. all client interactions should be chronologically visible in one place (phone calls, emails, notes etc)

So far I've looked at Jetpack, Aero, Zoho, Workflowmax, Xero Practice manager... They all seem to be lacking on key elements. If you use one of them and have found something to fill the gap, or none of them but you have something that works please let me know!
 
Ad

Advertisements

Joined
Jun 25, 2018
Messages
2
Reaction score
0
Country
United States
I haven't seen any software that does everything you're looking for. It looks like this would be a great piece of software for someone to develop.
 

Steve-LevelUp

VIP Member
Joined
Jul 18, 2016
Messages
308
Reaction score
43
Country
Canada
Sounds like Salesforce would be your best bet. It can be highly customize, but it can be quite expensive.
 
Ad

Advertisements

Joined
May 13, 2019
Messages
1
Reaction score
0
Country
United Kingdom
We're currently looking at upgrading our software for growth. I really want to cover off on several issues and I keep getting pulled between workflow management software and a CRM. It should be an online software as we deal primarily with Xero, Quickbooks online, Myob, etc. It needs to simplify communications with clients, provide a client database, and help with workflow to make sure nothing gets missed.

1. Needs email integration - when an email comes in it should be able to be allocated to a team member to follow up.
2. Jobs / tasks should be easily created and allocated around the team / automatic repeating tasks
3. Time tracking
4. I would expect tags on clients so that I can create a task based on the tag (ie sort by all business clients, all companies, etc and set up a task to call up and discuss a change with them)
5. I would expect that I can sort by tag and send an email to all clients with a particular tag at once (ie legislative changes for trusts)
6. all client interactions should be chronologically visible in one place (phone calls, emails, notes etc)

So far I've looked at Jetpack, Aero, Zoho, Workflowmax, Xero Practice manager... They all seem to be lacking on key elements. If you use one of them and have found something to fill the gap, or none of them but you have something that works please let me know!
Slightly late!! (Almost a year) but have you heard of AccountancyManager?

It has every feature you describe above and more. We offer 30-day free trials if you'd like to sign up and see exactly how it works.

Unfortunately, it hasn't been optimised for the US or AUS market as it stands.

Any questions, feel free to get in touch!

Thanks,
Ash
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Similar Threads

USA What software or CRM are good 2
CRM 3
Microsoft CRM 0
Workflow for new employees 3
CRM add in 1
CRM with RMS? 2
SBA 2006 and CRM 2
CRM 3.0 or 4.0 2

Top