We are engaged by professional services firms, such as accounting and legal, requiring immediate access to the wide range of data held in relation to a client. So that teams do not have to hunt through multiple systems, this information needs to be in a single space.

With the constant evolution of APIs, the changes need to be recognised and managed in line with other applications such as marketing programs including social media and email marketing.

We’ve made transformational integration a reality for many professional services firms. 

With Symphony’s help, you too can greatly reduce or eliminate entirely the delays and inefficiencies which can occur whilst lead nurturing when adding new clients or new client engagements.

Through integrating the CRM solution with all other relevant systems, including marketing automation software, client data is repurposed, its potential is enhanced, its quality is maximised.