Or so says the UK website Accountingweb.co.uk.
While the information may appear to be UK-specific, it does have some interesting findings/suggestions:
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Accountants want a way to manage cross-sell/up-sell e-mail campaigns - and not much else.
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Accountants are reluctant to adapt generic CRM to their practices. Niche providers such as Sage or CCH are having better luck by integrating CRM into their other software offerings.
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Thereare more options for CRM - at a variety of price-points - than ever before.
It is clear that the usage of CRM is growing within accounting firms, although there appear to be few ardent champions of its use at the moment. This seems to be the opposite from the legal community, where its adoption has been deeper and stronger.
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