Tel: +353 1 870 4999
Tel: +61 3 8612 3309
Tel: +61 3 8612 3309
Tel: +353 1 870 4999
Tel: +353 1 870 4999
Tel: +1 905 876 1791
eXpd8 Professional Sector CRM
It is a software interface that brings all your critical information into one central, searchable, easy to use screen.
Helping firms in the professional sector ensure that they can access their client and case information at their fingertips, meaning your clients will get the information they want, when they want it, and your staff will be more productive and efficient. eXpd8 Professional CRM also allows firm rely less on paper and focus more on giving their clients a services they have promised.
It is the ultimate answer to a more paperless office, thus finding searching and retrieving, your client relevant information, in a seamless and more professional manner.
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At McInerney Saunders we are working hard to reduce costs to our clients- to achieve this, we have had to adapt and drive efficiencies within our firm. We identified the need to implement a document management system, We researched the product providers and implemented eXpd8-it was the only solution provider that was willing to develop an integration with our existing client and practice management software. With over 30 staff, knowledge and information is communicated faster, easier and in real time. All team member can now access a client file and see all communications, emails, records of phone calls, inbound and outbound post-whether in the office or offsite." 
Neal Morrison, McInerney Saunders Dublin Accountants
