Improve Adoption Rates by Customizing Your CRM Tool

Smooth the transition to your new CRM software by customizing ABLE with terms familiar to your accounting firm. ABLE offers free customization options in several areas, including:

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

Your team will be up and running with ABLE in no time!

Is your accounting firm leveraging its CRM, marketing, and business development platforms for sustainable, profitable growth?

Learn how ABLE can help.

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CRM, Marketing, and Business Development for Accountants