The true starting point of your sales process, an opportunity is a qualified lead with a higher probability of converting to a customer. An Opportunity is just that and will fall out if not followed up on.
Cloud Practice gives your business instant insight into which leads are active in the sales process, referred to other companies in the enterprise, disqualified as a client, or have been lost to competitors.
Understanding the key to continued profitability involves developing a stronger technology infrastructure needed to attract and maintain clients that fit your accounting firm.
Cloud Practice offers the ability to assign a sales lead and lead type, as well as, track the estimated deal value and projected close date, putting you in the driver’s seat to decide how successful your firm will become.
Enhance your Accounting Firm’s Growth Rate Today!
Introducing invoicing, accounting, and project management capabilities in one convenient cloud accounting software platform right at your fingertips.