How Omny Link is Put to Work for Accountants
Close Many More Prospects
Prospects are the life-blood of any accountancy firm, and yet most accountants struggle to keep on top of prospecting. Ongoing client management can mean that new business is often pushed to one side.
With Omny Link you can streamline and accelerate the process for winning new clients; able to act quickly, knowing what needs to be done. Link your website and other sources of new enquiry directly to your customer database, keep detailed notes and complete records, set reminders and raise proposals. Better still, this is all stored and shared in the cloud, accessible wherever you, or any member of your team, need it.
Manage Deadlines Better
As you build your customer base, it becomes increasingly difficult to keep on top of the various monthly, quarterly and yearly tasks for each client. Particularly when each client has it’s own specific requirements.
Make Omny work for you; set VAT, Payroll and Accounting dates and reminders and let it help you manage your clients more effectively by proactively chasing client for information and helping you keep on top of your client tasks.
Deliver the ideal customer service you want clients to experience, whilst ensuring that statutory and legislative requirements are met. Strengthen relationships and loyalty and grow your business with them.
Growth is good, but without efficiency, overheads go up, time gets stretched and you work harder to keep pedalling. All too often what follows growth is pain and possibly loss of key clients as the service levels become stretched.
Our software allows accountants to focus on the key contact points with customers, to be able to delegate work, to stay ahead, keep a clean inbox and an efficient management of a client database. Create email, proposal, invoice and agreement templates and issue them from one place.
As a firm grows, so does the filing. Exponentially. It’s not just a headache in terms of client management, but also for storage and access. Proposals, quotes, orders and agreements need to be issued, and where signing is required, printed and sent out.
The smart accountant needs to transfer as much of their work to a paperless system as possible. Keep everything stored and safe, without having boxes and boxes of print and storage. Save time and cost by using digital signing to replace printed copies, mailing lists, postage and phone chasing for signatures.
Deliver greater value: Know what needs to be done, and get it done – faster, with less effort, all from one place.
How could your firm benefit from this kind of transformation?
Looking for software to support your firm’s growth? Call our team on (0)118 324 7700 and discover how we can help you improve your productivity.
The Overseer of Order
- Usingmultiple systems to operate?
- Drowningin tabs, docs, templates and paperwork?
- Confusedas to where you are with each prospect or customer?
With Omny you can simplify by putting your entire work in one place. From first contact to emails, reminders to proposals, orders to ongoing work.
Affordable and Open Source
Connect Your Business
We can help you setup any of the following:
- Leads & CRM
- Decision Management
- Or any of the wide range of website, app, email, social, finance, reporting or bespoke softwares you choose!
From £100 per monthVIEW PRICING
We're Open Source
We believe the best software is created in an environment of open innovation and accountability, so Omny Link is yours to test, trial or develop.
With our blessing! Just let us know how you get on.DOWNLOAD DEMO
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