CRM & Client Onboarding

The right CRM partner will enable your firm to integrate with best in class proposal, contract, client onboarding and engagement solutions. Efficiently manage client & contact management, email communication & client notes, as well as receive Automated alerts. Integration can extend to marketing and mailing automation, lead and event management, as well as your business development pipeline and opportunity management.

Choose an Integration Partner Solution

We give you the freedom and flexibility to create a truly integrated cloud based ecosystem. We achieve this by partnering and integrating with some of the best in class practice solutions available. Choose from the solutions below that best address your needs.

Symphony CRM

We build a coherent, comprehensive transformation strategy aligned to your business ambitions. We’ll get your CRM, processes and systems all aligned and future-ready. So every part of your business can be easily harnessed to deliver growth - and to enable change, not hinder it.

Microsoft Dynamics CRM

Microsoft Dynamics is a line of enterprise resource planning and customer relationship management software applications. Unify your business—from data to people to processes—with modern, intelligent business applications that adapt to your changing needs.


Xeppo is a world-first financial advisory and accounting tool that unlocks the power of big data, driving client relationships and business growth.

Practice Ignition

Practice Ignition turns your proposal, terms of service and payment collection into a single smart contract. It's fast, efficient and your clients will love it!


Mailchimp is a marketing automation platform and an email marketing service. Email marketing, ads, landing pages, and CRM tools to grow your business on your terms. Get the word out with email, social ads, and make your life easier.

Like what you see? Have any questions?

We’d love to show you what we could do differently and the impact we could make to your practice.