Accountancy Practices: Free CRM for you - if you can give me a few hours

dewsbury

Hi,

This post is for principals of established accountancy practices only.
I represent a small team of mature (!) software developers.

We are looking at developing a simple CRM package for the Irish accountancy market. In the first instance the package will simply hold the clients names , addresses etc PLUS a multitude of dates - e.g. VAT return dates, year end etc.

There would be clever reporting/analysis facilities.
There would be automatic links to email and also direct access via the internet. There would be a call logging facility and diaries etc. More functionality too.

MY REQUIREMENT ! I am looking to spend a couple of sessions with an established practice in Dublin. I need your requirements and wish lists etc. In reality the time committed would be about half a day over 2 sessions.
We would then deliver the software to you within a short timeframe. No charge either way.

Any takers? Established practices only please.

censuspro

You'll get a better response if you post over on askaboutmoney.com. The posters on this forum tend to be accountancy students enquiring about exam issues.

If your looking at developing a CRM package for accountants you should be aware that relate sofware are making bid inroads into this market in Ireland and the UK.

dbran

Dewsbury

This forum is not a classified ads webpage. Please post these kind of requests in adverts.ie

Kind Regards

dbran