CRM and IRIS | STAR Practice Management
Unrivalled levels of integration with STAR Practice Management
No other CRM matches the depth of the FibreCRM and STAR Practice Management integration. Bi-directional synchronization of Client, Job and Billing data.
- Clients
- Parents
- Contacts
- Jobs
- Billing
- Staff
- Custom Fields & Custom Controls
- Field Synchronization (e.g common drop down lists
Auto-Grade Clients
Create rules to ‘grade’ your clients making it easier to prioritize your client care strategies. For instance; if a client spends over a preset amount in a 12 month period then grade the client Platinum, Gold, Silver or Bronze. You choose your criteria for auto-grading!
Enhanced Security & Permissions
With the FibreCRM & Star Practice Management integration, you decide what can or cannot be done with the synchronization. The following are just a few examples your firm could implement.
- Dis/Allow certain users or groups from creating new clients in Star
- Once a record has sync’d to Star, make certain fields on the record in CRM, read only and/or one-way sync only
- Implement field-level rules to stop creation of records in Star if information is missing or invalid
Whitepaper: The Integrated Practice
The one overlooked problem holding progressive accounting firms back and what to do about it.
