CRM for Tax Professionals and CPAs: How to Effectively Manage Tax Client Relationships
Harness Wealth
SEPTEMBER 23, 2024
Additionally, it may be time for your firm to implement a CRM if you experience any of the following issues: inefficient prospecting processes, difficulty managing client data, trouble tracking all of your client engagements. This could be a weekly or monthly CRM review as part of your pipeline and client management process.
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