Angels Accountancy (www.angels-accountancy.co.uk) are approachable and affordable accountants based in Leeds. They help businesses take away the headache of accounts paperwork and help small businesses grow. Angels Accountancy offier a range of services including: Tax Returns, Bookkeeping, VAT, Payroll, CIS, Admin amongst many others.
Angels Accountancy wanted a database that could be customised to their needs and also be online. As they would need extra fields to store private information they also wanted to be able to add different security levels within the software to ensure only specified people can see selective client information. They also needed an interlinked diary system that could manage everyone's diary and has the ability for other people to easily and quickly look at an other users diary. It was also important for Angels Accountancy that these diary bookings were stored along side any other client interactions in one central location.
After talking with Angels Accountancy we were able to offer our cost effective online CRM software CLIM8.NET. This would make is easy for them to add in different security levels for users and the integrated diary system with daily tasks would ensure smooth day to day operations. During the free training period we were able to show Angels Accountancy how they could customise their CRM through the in-build maintenance options to match their exact needs and enable them to record every piece of information they need.
As they needed access from anywhere, they also adopted the CLIM8 PDA mobile phone integration to enable them to view their contacts details, dairy and tasks whilst out of the office which has made it much easier for them to arrange follow up bookings and create tasks which they need to do, whilst out of the office
“I purchased the CRM and am absolutely delighted with it. I chose PPD for my CRM because they provide an excellent product which helps me in my business to be more efficient, makes my work easier to manage and save me time - hence money! I also chose PPD because they were really good in helping me choose a CRM solution and then has been helpful ever since whenever I have needed a hand”