Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Embracing new technology can be an exciting opportunity rather than a source of stress. Each CMA features a user-friendly "Live" view, allowing you to initiate an online meeting via Zoom or any preferred video conferencing platform to demonstrate the capabilities of an interactive CMA. With real-time MLS data at your fingertips, you can present listings in a way that is engaging and dynamic. The Telestrator Marker enables you to highlight specific areas on the screen, ensuring your audience's focus is where it needs to be. Delivering a thorough print report to your clients not only showcases your professionalism but also creates a memorable experience. Moreover, technology can sometimes be unpredictable; internet issues, battery failures, and device breakdowns can all happen unexpectedly. That’s why Cloud CMA provides the flexibility of a paper option to adapt to any situation. Additionally, for clients who may feel overwhelmed by tech, having a tangible document they can interact with fosters comfort and engagement. Ultimately, aligning with your clients and effectively communicating will build the trust necessary for a successful partnership. Being attentive to their needs will set you apart in a competitive market.
Description
Successful management of an accounting firm should not be hindered by inadequate infrastructure. Equip your firm with the essential tools by investing in specialized CRM solutions from GreatSoft, which focuses on delivering top-tier CRM services tailored specifically for accountancy practices. Our cloud-based CRM systems provide optimal security, speed, and functionality to meet the diverse needs of our clients. With a dedicated team of experts continuously enhancing and supporting our software, you can be assured that your firm is always utilizing the most effective tools available. Recognizing that each accounting firm has unique requirements, we develop customized solutions to address various aspects such as tax management, document handling, and secretarial duties. This personalized approach ensures that we can meet every specific demand you may have. Our knowledgeable team is not only hands-on but also deeply understands the nuances of the accounting industry, making us a reliable partner in your firm’s growth and success. Ultimately, investing in the right CRM software can significantly enhance your firm's overall efficiency and service delivery.
API Access
Has API
API Access
Has API
Integrations
ATOmate
CAS 360
FuseDocs
FuseSign
Google Analytics
Lofty
Trackxi
Virtual Cabinet
Integrations
ATOmate
CAS 360
FuseDocs
FuseSign
Google Analytics
Lofty
Trackxi
Virtual Cabinet
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
W+R Studios
Country
United States
Website
cloudcma.com
Vendor Details
Company Name
GreatSoft
Website
www.greatsoft.co.za/
Product Features
Real Estate CMA
Contact Management
Lead Capture
Market Charts
Presentation Tools
Price Forecasting
Proposal Generation
Templates
Product Features
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking