The right system can streamline client communications and simplify prospecting leads. 
By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms
A CRM is a system that helps you centralize marketing and customer communications with clients and prospects. It stands for customer relationship management, and most of these systems are now in the cloud as web apps.
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What CRMs Do
It’s amazing what CRMs can do these days. As client contact points have grown over the last few decades beyond phone and fax, so have CRMs’ capabilities to unify client messaging. At the core level, all CRMs typically allow you to store customer and prospect contact data, such as name, address, company name, titles and so forth. Most of them allow you to create custom fields to store things like type of entity, marriage or filing status, and what accounting software they use.
Here’s where it starts to get fun.
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