Webrecs enables efficient management of customers and documents for SMSF, accounting and financial-planning practices through a cloud-based, integrated CRM and Document Management platform.
- Integrates with Class, Xero, Microsoft, Google, Dropbox, Jira, Zapier & more
- Synchronises contact data between all your cloud systems
- Streamlines your practice with workflow, configurable customer self-service dashboards and auto-filing of documents
- Collaborates with customers through notifications, discussions, blogs
- Complies with all electronic record-keeping legislation