GreatSoft CRM

GreatSoft CRM is a cloud-based Customer Relationship Management software tailored specifically for accountancy firms. It provides a comprehensive suite of tools designed to enhance the efficiency and effectiveness of accounting practices. By leveraging cloud technology, GreatSoft CRM ensures optimal security, speed, and functionality, allowing firms to manage their operations seamlessly. The software is built to be highly flexible, accommodating the unique needs of different firms, whether they require specialized solutions for tax management, document handling, or secretarial functions. This flexibility is supported by a team of industry experts who are adept at creating customized solutions that address specific CRM challenges while facilitating future growth. The product is particularly well-suited for CPAs, accountants, and bookkeepers who need robust tools to grow their practices and better serve their clients. GreatSoft CRM includes features for practice management, tax calculations, secretarial tasks, document management, and payroll processing. Its tax software suite is fully compliant with SARS eFiling, simplifying the submission process for both individuals and companies. Furthermore, the document management capabilities enable firms to transform their communication and collaboration processes with clients, enhancing overall productivity. The software also includes a planner feature that helps firms reduce work-in-progress and expedite billing and payments.

GreatSoft CRM also excels in customer service and support, which is a critical factor for many firms when choosing a CRM solution. The company offers a stress-free transition process for new clients, ensuring that firms can integrate the CRM into their existing workflows with minimal disruption. This is supported by a team of industry experts who provide ongoing support and customization options to meet the unique needs of each client. The emphasis on building long-term professional partnerships and providing high-quality technical support helps GreatSoft CRM maintain strong relationships with its clients, including medium to large firms and several of the Big Four accounting firms in Africa. This commitment to customer satisfaction and industry-specific expertise gives GreatSoft CRM a competitive edge over more generic CRM solutions.

• Small Businesses (1-99)
• Mid Market (100-500)
• Enterprise (500+)