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.
“Envision™ has improved our focus, enabling the firm to have the freedom to think creatively about how to achieve the results required and overcoming barriers to success. It has helped the teams align themselves not just to their own departmental and personal goals but to the goals of the organisation.”
"We continue to see benefit from working through Envision™ months after our initial effort. The results have improved our business, and the methods we learned continue to be used to prioritise and clarify where we should target our efforts."
Symphony - APS provides the cornerstone for our practice management. Over the years the APS team have worked with us to build on the original time and billing platform to create a repository that holds our key client information. We’ve worked together to develop solutions to maximise our use of this data from integrated AML to managing work progress. Following a performance review of our existing system we will working together to achieve our goal of increasing efficiency and decreasing our back office costs.
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…
