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Improve Adoption Rates by Customizing Your CRM Tool

Embrace the power of personalization and witness your team’s adoption rates soar with ABLE CRM. We understand that every business is unique, and that’s why we offer a plethora of customization options to ensure ABLE integrates seamlessly into your accounting firm’s workflow. Say goodbye to one-size-fits-all CRM software and hello to a tailored solution that speaks your team’s language!

Unlock the full potential of your accounting firm with a CRM tailored to your profession’s unique needs.

Learn how ABLE can help.

Accounting-Specific Adaptability

The world of business is evolving rapidly, and to keep up, you need a tool that is not just robust and efficient but also customizable to your unique needs. Enter ABLE, the best customizable CRM tool for accountants. ABLE is designed to improve adoption rates by allowing you to tailor your CRM software with terms familiar to your accounting firm. This customization smooths the transition to your new CRM software, ensuring your team is up and running in no time.

ABLE offers free customization options in several areas, including:

  • Industries
  • Deals categories
  • Engagement types
  • Funnel status
  • Task categories
  • Locations
  • Departments

Improve team collaboration and productivity with ABLE CRM’s department-specific settings.

With ABLE CRM, your team will be up and running in no time, maximizing productivity, streamlining processes and delivering unparalleled client service. Experience the difference that customization can make—schedule a demo today!