Client satisfaction is at the core of practice growth. The best way to make your clients satisfied is to ensure they know they are important to you. Without exception, all top firms hold regular face-to-face meetings with clients and follow up with pro-active contact; such a vital activity can often be overlooked due to lack of resources or time. DRIVE’s integrated CRM module has made this process very time efficient whilst at the same time reducing the cost of how this can be achieved.
Centralised client data ensures the correct information is always available for management to enable them to make critical decisions.
Scalable: A scalable Microsoft SQL database is the key to expanding and growing your practice. MS Excel and file folders do not scale.
Enhanced client service: A comprehensive overview of your clients ensures needs are best dealt with in a timely manner.
Reduced Admin Time: Staff in the practice know exactly where to find the information they need, when they need it.
