CRM Software is all the rage in the bookkeeping industry.  Of course, bookkeepers have never been shy when it comes to technology.  They know how to use calculators.  They understand the internet.  They are often experts in using spreadsheets, accounting software like QuickBooks, and more.  They are decent at math because they deal with it often.  Basic addition and subtraction are no challenge, and bookkeepers can do math on paper like nobody’s business.  One question lingers, though, perhaps an economist’s question:  Is doing everything by hand (or many software platforms) a good use of time?

The longer answer is probably not.  The short answer is a plain, resounding “no.”  If there is a way to do something that saves time, and money, the general law of business is that you do it.  For bookkeepers, this handy rule directly applies to Bookkeeper CRM Software. Of course, it is a great idea to invest in this software.  Here are six reasons why.

1. Bookkeeping – What do bookkeepers do? They keep books, obviously.  All jokes aside, this job can be made easier if they move to a CRM Software System.  This could be in one of two ways.  If you are a bookkeeper in a big firm looking to make things easier, the entire firm can move to a CRM system that consolidates the work by joining different data sets.  If you are an entrepreneur hoping to grow your client list or manage employees, then this bookkeeper CRM Software might also be for you.  You can do all that as a small to medium-sized business owner with your CRM Software for bookkeepers.  The software keeps numbers based on sales with easy-to-print reports.
2. Contacts – Your network is important. You have vendors, employees, and clients.  All receive different messages from the home base.  To make matters of communication easier, you can rely on CRM Software that allows messages to be sent by voice, email, or text (SMS).
3. GPS – It might be funny, but you can run a more efficient business if you know where your clients are. If you have client updates or bill for mileage, then you may want to check out the map.  CRM software for bookkeepers can help you do all of that.
4. Invoices – Ah, what can be better for a bookkeeper than a paid invoice? CRM Software allows professionals to send and collect on invoices.  These invoices are built with a template, making bookkeeping easier than other systems.
5. Calendar – How meetings do you have a day? Do you ever miss any?  Hopefully not.  To make deadlines and meetings easier to track, use the CRM Software’s calendar tools.
6. Project Room – If you have to assemble many documents or reports, you may get overwhelmed collecting and sharing information. The project room tracks this process, making less room for error.  The best part is that the documents can be viewed from anywhere you can access the software.

Hopefully these six reasons have convinced our bookkeeper friends to look into CRM Software with CRM RUNNER.  We are here to help.