Getting new clients and to expand additional services to existing clients are the life blood of a firm for continuous growth and expansion. CPAnywhere is a tool to partners and managers to be alert of all business opportunities.
- Prospective customer easy input using mobile phone
- Record name card and images while still at the meeting
- Using the preset Sales Process to indicate the stage
- Assign staff to follow up with the potential client
- One touch to see all the contacts and development history
- Setup to send periodic announcement to keep up the image