CRM for Tax Professionals and CPAs: How to Effectively Manage Tax Client Relationships
Harness Wealth
SEPTEMBER 23, 2024
This could be a weekly or monthly CRM review as part of your pipeline and client management process. Without integrations to streamline data management, your CRM could risk turning into a glorified spreadsheet, which is the last thing you want. That means there should be integrations and plug-ins that save you time.
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