All your services in one environment. The perfect place for you to get a 360° view of your clients and your firm. and for your clients to gain insight into their file.Have complete control and an overview of all the processes that take place within a administration or accounting firm, as well as all the services provided. CRM for Exact Online Accounting is available as an expansion of a Plus or Professional subscription.
CRM stands for Customer Relationship Management. This software combines all data, communication and progress monitoring for the purposes of making the accountancy firms' financial processes more efficient. The result: 'one landing page' that allows you and your client to handle all accountancy matters and that communicates with all your firm's underlying applications. Get started with CRM in the best possible way with our Configuration and Training Service.
Know exactly what is happening at all times. This does not only include contact details and financial data, but also your results and your expectations for the coming months.
All important information in one central location which is also integrated with SharePoint. This provides a quick and easy way for you to find, update or exchange the right data for each customer and allows you to do your work efficiently.
Schedule work, get a grip on tasks, ensure clear coordination and never worry about time pressures again. Together, you will guarantee the quality of your services.
Stay connected to your client by working together via the accountancy software. My[Firm] gives you and your client the correct and updated figures so that you can identify new opportunities on time.
Create a complete client view with (external) packages for: payroll processing, tax returns, annual work, reporting and time tracking. CRM for Exact Accountancy can be seamlessly integrated with other manufacturing software at the firm.
CRM is available as an expansion of the Accounting Plus and Professional subscriptions and can be combined with Standard, Collaboration and Collaboration Extended administrations.
For Plus and Professional
My[Firm] for clients
All prices are excluding VAT.
75 client files included. Additional files available at an additional cost of €1.20 per item.
Do you have any questions about our packages and/or specific Exact features?
Our list of FAQ help you on your way!
CRM is available as an expansion of an Exact Online Accounting Plus or Professional subscription and can be combined with a Standard, Collaboration and Collaboration Extended administration.
Yes, as soon as you have a licence for CRM for Exact Online Accounting, you can immediately start using My[Firm] and all the CRM features.
Yes, every file also has a login for a My[Firm] user. The folders and documents you added can also be accessed from the My[Firm] app or on the web platform.
It includes 75 client files as standard. Additional files are €1.20 per month
Yes, we want to integrate more and more processes with each other in the best possible way to increase efficiency. Contact your account manager for more information.
No, that is not possible.
No, these modules work seamlessly with each other, but remain individual products. They are optional expansions which can be added to the CRM.
Exact Online Accounting, Exact Online Payroll, Tax Convenience, Reporting Convenience and Nmbrs are now available. SharePoint will be in controlled release until the end of May. Nextens is scheduled for the summer of 2021. We are talking to Afas, Loket.nl, MLE, CaseWare Cloud and Visionplanner to establish more links.
Contact your Exact account manager and they will assist you. When you start using CRM, our consultants can help you to set up CRM in the best possible way and give you advice on how to get the most out of your CRM system. We call this the Configuration and Training Service.