Audience

Accounting firms and businesses requiring a solution to run financial models in minutes

About GreatSoft CRM

Building and managing a successful accountancy firm shouldn’t be held back by poor infrastructure. Give your firm the tools it needs to get the job done by investing in specialized CRM software from GreatSoft. GreatSoft specialises in providing accountancy firms with high-quality CRM solutions with the latest technical support. CRM software in the cloud results in the best possible security, speed, and functionality for our clients. Our team of experts is constantly working to improve and maintain our software offerings, so you know that you’re always getting the best for your firm. We know that not every accountancy firm is the same, so we make sure to build custom solutions for our clients. Whether your firm has particular needs for tax, document management, or secretarial functions, we can find the perfect option to match your every requirement. Our team is hands-on and well-versed in the details of the accounting industry.

Integrations

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Company Information

GreatSoft
www.greatsoft.co.za/

Videos and Screen Captures

GreatSoft CRM Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
In Person
Videos
Support
Phone Support
Online

GreatSoft CRM Frequently Asked Questions

Q: What kinds of users and organization types does GreatSoft CRM work with?
Q: What languages does GreatSoft CRM support in their product?
Q: What kind of support options does GreatSoft CRM offer?
Q: What other applications or services does GreatSoft CRM integrate with?
Q: What type of training does GreatSoft CRM provide?

GreatSoft CRM Product Features

Professional Services Automation

Billing & Invoicing
CRM
Time & Expense Tracking
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management