"One Single Point of Truth"
Accountants benefit from complete visibility of their client take-on processes using FibreCRM. From marketing, to business development and onto to client onboarding, FibreCRM is the one single point of truth when it comes to client acquisition, onboarding and retention. Designed for, and by, accountancy firms.
Package Includes
Includes: US Located Amazon Web Services located framework for capturing new client information and progressing the onboarding process to completion. Includes 5 ‘named’ users with option to add more users via a user management console. Single Sign-On (SSO) option available as alternative to username/password combo.
- Marketing Campaigns
- Lead handling
- Opportunity management with revenue line items
- Products/services won/lost tracking
- Professional services selling solution
- Keep in touch tracking and strategies
- Business development dashboards
- Communication history
- Referrer management
- Surveys
- Database of clients, prospects & referrers
- Automated Workflow manager
Includes:
- Single click data export to CSV in a format compatible for importing into CCH Central or IRIS Desktop Tax products.
- CSV file data importer. (Note: bi-directional sync options – see optional add-ons for more details)
Includes dashboard highlighting:
- Missing data
- Data waiting on from clients
- Engagement letters waiting to be signed
Monthly Price
$550
Additional User Licences
Each additional named user. Create users as required and set whether a user is 'active' or 'inactive'.
$20
Optional Add-Ons
Includes:
- Two pre-built proposal templates containing basic proposal design with ability to add your own logo.
- E-Signing feature with workflows to notify staff of accepted/rejected proposal
- Proposals include products/services proposed with breakdown of fees
- Product pricing built-in
- Products can be supplied as one-off items or recurring
- Approval processes configurable
Includes:
- Information request templates to capture key information such as Tax ID and key documents
- Request information on more that one person
- Secure access using two-factor or multi-factor authentication
- Data in portal encrypted at-rest with secure access
Email & Web Marketing Add-Ons
Includes:
- Campaign creation and updating of Target Lists
- Synchronisation of clients, prospects & referrers
- Viewing of a campaign activity by person or campaign
- Unsubscribes and opt-outs management
Includes:
- Integrates with popular WordPress-based contact forms
- For alternative CMS’s please call for a quote.
Includes:
- Two-way sync’ing of Leads and Contacts
- Importing of Lead/Contact activity in HubSpot to FibreCRM
- Sync’ing of email preferences / opt-outs
- Admin function to manage field mappings between platforms
Optional Practice Management & Finance Add-Ons
IRIS Practice Engine –> FibreCRM
Extracts & Syncs data every 10 mins:
- Clients
- Contacts
- Jobs
- Users
FibreCRM –> IRIS Practice Engine
When Business Development Opportunities are won and KYC complete, FibreCRM creates/populates the following via the IRIS Practice Engine API v9.6+
- Clients
- Contacts
- Jobs
IRIS Practice Engine data is updated when records are changed in FibreCRM.
IRIS Star Practice Management –> FibreCRM
Extracts & Syncs data every 10 mins:
- Clients
- Contacts
- Jobs
- Users
FibreCRM –> IRIS Star Practice Management
When Business Development Opportunities are won and KYC complete, FibreCRM creates/populates the following via the IRIS Practice Engine API v9.6+
- Clients
- Contacts
- Jobs
IRIS Star Practice Management data is updated when records are changed in FibreCRM.
CCH Prosystem FX –> FibreCRM
Extracts & Syncs data every 10 mins:
- Clients
- Contacts
- Extra fields
- Responsibilities
- Group structures
- Assignments
- Budgets/schedules
- Users
FibreCRM –> CCH Prosystem FX
When Business Development Opportunities are won and KYC complete, FibreCRM creates/populates the following in CCH ProSystem fx:
- Clients
- Contacts
- Extra fields
- Responsibilities
- Group structures
- Assignments
- Budgets/schedules
Changes to records in either platform update the other every 10 mins.
Supports multiple QB companies!
Quickbooks Online –> FibreCRM
Extracts & Syncs data every 10 mins:
- Contacts
- Products/Services
- Tax rates
- Invoices
- Credit Notes
- Payments
FibreCRM –> QuickBooks
When Business Development Opportunities are won, FibreCRM creates Invoices in Quickbooks.
Synchronises:
- Contacts
- Recurring and one-off Invoices
- Products/Services
Xero –> FibreCRM
Extracts & Syncs data every 10 mins:
- Contacts
- Products/Services
- Tax rates
- Invoices
- Credit Notes
- Payments
- Branding Themes
- Categories
FibreCRM –> Xero
When Business Development Opportunities are won, FibreCRM creates Invoices in Quickbooks.
Synchronises:
- Contacts
- Invoices
- Products/Services
Creates new clients in IRIS Desktop products via the IRIS Elements API
- Clients
- Contacts
Includes: Creation of new clients in IRIS when opportunities are won. Does not update existing clients.
One-off importing service from supplied XLS/CSV. Examples of possible data import:
1. Clients extracted from Practice Management
2. Unsubscribes from Email Marketing Software
3. Prospects/Referrer exported from another data source.
Professional Services
Implementation Services of Optional Add-Ons
Data Enrichment
Data Importing
General Consulting and Advice
1. Software prices displayed are monthly and payable annually in advance. 12 month minimum contract. A 20% surcharge is added for monthly payments.
2. Software is hosted in a secure, dedicated, Amazon web service in a USA data centre.
3. New user licenses and/or optional add-ons purchased after the initial contract start date will be billed on a co-terminus basis. For example, if additional users are purchased 6 months after the commencement of the initial contract, FibreCRM will invoice at the time of purchase however it will only invoice for the remaining 6 months only. These additions will be added onto the anniversary of the renewal.
4. All prices exclude local taxes.
