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Client Relationship Management

 Fully integrated to Advance Practice Management

Client Relationship Management Software

Imagine an application in your practice that helps you and your team systematize the development of more work from current clients and first time work from prospects; an application that can manage leads and new client opportunities all the way through the new business pipeline.

Then imagine it having been developed by the team that developed your PM system, specifically to give you greater leverage over your practice database.

In short, this is what APS clients enjoy with Advance CRM. First launched in 2005, Advance CRM helps firms to build a true picture of client and prospect opportunities – and the means to manage all next steps in dealing with those opportunities. 

Key Features:

CRM
 Outlook Integration
 Event Management
 Relationship Management
 Opportunity Management
 Pipeline Management
 Email Marketing