We aim to see the whole picture. We analyse, we work to understand the issues that are holding you back. We’re here to build a coherent, comprehensive transformation strategy aligned to your business ambitions.
Get in touchLogical, clear, and incisive. We identify precisely what’s required in any change and why. This is how we make technology work to maximum advantage.
Technology and process that are aligned and future-ready. Harnessing every part of your firm to deliver growth - and to enable change, not hinder it.
"Symphony had a great understanding of our business and intimate knowledge of the key systems used within the practice. Therefore, they were able to provide a truly tailored solution. Their team’s willingness to work with the practice to arrive at outcomes tailored to our requirements and being prepared to start the process without having all the answers and then invest the time in finding them is second to none" - Adam Irwin, COO, Pitcher Partners - Sydney
The modern accounting firm will not benefit by deploying a CRM or Practice Management system alone. It takes much more than simply having the technology at your fingertips to make such platforms successful.
Find out moreWe are focused on top decision-makers from SME law firms across the UK providing solutions in relation to CRM, Client Sense and our Envision expertise.
Find out moreEnvision creates a deeper understanding of your firm, it’s component parts and the truly unique business-critical issues that affect your success every single day. Envision will unearth your WHY.
Find out moreLogical, clear, and incisive. We identify precisely what’s required in any change and why. This is how we make technology work to maximum advantage.
SymphonyCRM, Powered by SugarCRM, including specific industry modules. Winner of the CRM Software of the Year Award 2019. #DAF
World-class enterprise practice management and business intelligence capability. Trusted by top 100 firms in the UK, Ireland, Cyprus, Malta, USA, Australia and NZ.
Automatically joins the dots for you, providing you with the visibility you need to manage, protect and grow the relationships that drive revenue.
Provides key client data from multiple systems at the click of a button, allowing you to quickly recall the status and detail of every job and document, schedule tasks and activities across your teams, and identify further growth opportunities
No two businesses are the same, each challenge is different. So we maintain a comprehensive ‘library’, from which we can mix and match the right elements to build your truly bespoke solution.
SymphonyCRM integrates with leading marketing automation solutions optimising how leads flow throughout the client life-cycle –from the first contact to achieving satisfied, well served and loyal clients.
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The marketing teams in Accounting and Legal firms have particular use cases when it comes to managing Events, Publications and Referrals.
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From automating your CRM to closing opportunities faster, SymphonyCRM is adaptable to any sales process or methodology. You can quickly build pipelines that make sense of your services, audiences, or client personas.
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Client Sense automatically joins the dots for you, providing you with the visibility you need to manage, protect and grow the relationships that drive revenue.
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Solving the client take-on, AML, risk assessment conundrum with SymphonyCRM and Engagement Centre
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It’s not about CRM in isolation. The real goal is to implement solutions that connect all business functions – of which CRM will be a part…
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Practice Management systems will continue to change and will continue to adapt in the 2020s. Trusted by top 100 firms in the UK, Australia, USA and NZ
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We should start with the idea that the business case around using APIs is already established – it’s understood and using them is desirable. When deployed correctly, they allow for the efficient synchronisation of master records and transaction data.
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With Symphony’s expertise, we’ve now got a complete holistic overview of clients and potential prospects. The integrated system has not only allowed us to centralise solutions, providing full visibility across the entire practice, but also to develop systematic automation to some key compliance processes and repetitive tasks positioning us as consultative rather than compliance based. Symphony had a great understanding of our business and intimate knowledge of the key systems used within the practice. Therefore, they were able to provide a truly tailored solution. Their team’s willingness to work with the practice to arrive at outcomes tailored to our requirements and being prepared to start the process without having all the answers and then invest the time in finding them is second to none.
We have been working with Symphony-APS for over 11 years now. One of the reasons for that longevity is the relationship we have with them, the team at Symphony really take the time to understand the culture of our firm and make sure that the solutions fit in with that. Using that understanding and engaging with the firm means that we have been able to utilise their expertise to provide solutions that other providers just wouldn't have thought about.
Chantrey Vellacott had a long and well established business relationship with APS. So when the Firm initiated a strategic business transformation plan, a critical part of this was the identification and purchase of an appropriate Client Relationship Management system, to which Symphony became our natural choice. To hit our key objectives in the project we required complete compatibility with our Practice Management System, along with a consistent data collection, management and reporting capability. This then allowed us as part of the bigger strategy to put in place a robust framework to introduce and deliver clear sales processes across the firm. The full development of our customised version of Symphony was challenging, but the journey was made seamless by our professional working partnership with Symphony - APS.
“Right from the outset, the Envision™ process allowed us to quickly establish what was important to the project and just as importantly, what was irrelevant. The process has proved a constant source of reference, ensuring we remain on track and deliver the outcomes most important to the practice.”
What we’re thinking, doing, reading, saying...
We’ll be launching our new client retention and business development platform, Client Sense, for legal professionals at LPM South on 10 February 2020.
Having client relationship management (CRM) software aligned with marketing automation will see professional services firms manage referrals and prospects effectively through a comprehensive method of recording inbound and outbound communication. But what exactly does this entail?
We’re delighted to have won the CRM Software of the Year Award at this year’s Digital Accountancy Awards. These prestigious awards recognise both rising stars and established leaders among the institutions who make up the global accountancy profession.
For more insights, discussions and thoughts...
Read moreTalk to us about getting your software application platforms working together to support your firm’s organisational objectives and strategic goals…
