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Features

Overview

ABLE CRM boasts a robust set of features tailored specifically for accounting firms, enabling you to streamline your operations, enhance client relationships and boost your business performance. Our carefully curated feature set empowers your firm to effectively manage every aspect of your business, from onboarding and collaboration to sales pipeline management and support.

Manage Client Relationships

Enhance client relationships using advanced CRM tools. Track interactions, manage communication history and discover opportunities for upselling and cross-selling.

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Build Your Brand

Boost your brand identity using ABLE’s marketing tools. Create, manage and monitor targeted marketing campaigns while nurturing leads into lasting relationships.

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Teamwork & Collaboration

Encourage teamwork using communication and project management tools. Assign tasks, set deadlines and share updates to keep your team aligned and on track.

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Be AccoutABLE

Keep everyone accountable with our unique CRoPs tiles and system. Manage financial data, track billable hours and generate insightful reports to maintain your firm’s fiscal health.

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Sales Pipeline

Refine your sales process with our Sales Pipeline Management feature. Monitor leads, track referrals and analyze metrics to maximize revenue and secure new opportunities.

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Client Surveys

Collect valuable client feedback through customizable survey templates. Measure satisfaction, identify areas for improvement and foster stronger relationships.

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CustomizABLE

Adjust ABLE CRM to fit your unique needs. Personalize dashboards, fields and templates, creating a user experience in line with your firm’s processes and branding.

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Onboarding

Navigate a smooth onboarding process with our comprehensive program. Receive tailored support, hands-on training and customization assistance for quick ABLE CRM integration.

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Support

Experience exceptional, personalized support from our dedicated team. Access 24/7 technical assistance via live chat, phone, email and a comprehensive knowledge base.

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Choose ABLE

ABLE CRM provides a comprehensive suite of features specifically designed for accounting firms, offering unparalleled support to manage and grow your business. With our robust tools for relationship management, marketing and sales, you can streamline operations and improve collaboration while enhancing client satisfaction. Our customizable platform allows you to adapt ABLE CRM to your unique needs, ensuring a seamless integration with your existing processes. Choose ABLE CRM to empower your firm and unlock its full potential, backed by our exceptional, personalized support and commitment to your success.

Is your accounting firm achieving sustainable, profitable growth?

Learn how ABLE can help.