GreatSoft CRM

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Software Status:Active

About GreatSoft CRM

GreatSoft CRM is a cloud-based CRM software from GreatSoft that supports accountancy firms. It combines client management, file transfer capabilities, and quick support features so all customer data is accessible in one system. This software also offers a dedicated learning portal and practice management tools tailored for accountants. With GreatSoft CRM, firms can manage client interactions efficiently while using resources specifically designed for the accounting industry. Key capabilities: Client Zone GreatSoft FTP GreatSoft Quick Support GreatAcademy Practice Management Software Best for: accountancy firms that need a comprehensive solution for client relationship management and operational support.

GreatSoft CRM Details

Vendor

GreatSoft

Year Launched

1990

Location

C7 Pinelands Business Park, Pinelands, Cape Town, Western Cape 7430, ZA

Deployment

cloud

Training Options

demo, account manager, community

Countries Served

All Countries

Languages

English

Users

Accountants, bookkeepers, accounting firms, tax professionals, and financial services professionals

Industries Served

Accounting

GreatSoft CRM's In-App Market Place

Does GreatSoft CRM have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

Mini Apps

Pricing Options

Free trial

Free version

Request a quote

Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CHF (Fr), NZD (NZ$), ZAR (R)

Pros & Cons

1. Tailored for Accountancy Firms: Designed to meet the unique needs of accounting professionals.
2. Comprehensive Practice Management: Integrates various functions for streamlined operations.
3. Secure Access: Utilizes Microsoft Azure AD for enhanced security.
4. Automated Billing: Simplifies billing processes with recurring billing features.
5. User-Friendly Interface: Intuitive design facilitates easy adoption and use.

1. Pricing Transparency: Lack of publicly available pricing information may require potential users to engage directly with the vendor for details.
2. Learning Curve for Advanced Features: Some advanced functionalities may require additional training or support to utilize effectively.
3. Internet Dependency: As a cloud-based solution, it requires a stable internet connection for optimal performance.
4. Customization Limitations: May not offer extensive customization options for specialized business needs.