Since 2007, Penryn based business FibreCRM, has provided leading Client Relationship Management (CRM) software predominantly tailored to suit mid to large accounting and CPA firms, both in the UK and the USA.
Their software enables businesses to improve their clients experience by automating repetitive tasks, empowering accountants to build stronger relationships with clients, colleagues and partners whilst managing business development.
This month, FibreCRM was delighted to announce that Top 100 U.S. CPA firm, HBK CPAs & Consultants, were leveraging FibreCRM’s technology and processes to drive their digital transformation. By adopting the integrated CRM technology, this will help HBK to streamline operational processes, create a world-beating client care programme and drive new revenue which is key to the firm remaining competitive.
HBK spent over a year evaluating various global CRM solutions but they selected FibreCRM. HBK were impressed at FibreCRM’s ability to integrate with their businesses practice management database as well as providing enhanced functionality, customisable workflows, reporting and mobile app features. Furthermore, what clinched the deal for FibreCRM and differentiated them from their competitors, was their success record of implementing CRM solutions in the accounting industry and the best practices they could share as HBK’s technology partner.
Meg Salt, Fund Manager at The FSE Group, adds: “It is really encouraging to see the growth of one of our Cornwall and Isles of Scilly Investment Fund portfolio companies. FibreCRM is a shining example of an innovative, local Cornish business, expanding internationally into the United States. Their determination and focussed approach coupled with an outstanding product, has enabled them to welcome on board HBK CPAs. We wish them every success for the future.”
The £40m Cornwall & Isles of Scilly Investment Fund provides debt and equity finance from £25,000 to £2 million to help growing small businesses across the region. It has been established by the British Business Bank in partnership with the Cornwall and Isles of Scilly Local Enterprise Partnership (LEP) and is operated by appointed fund managers The FSE Group.
CIOSIF is supported financially by the European Union using funding from the European Regional Development Fund (ERDF) as part of the European Structural and Investment Funds Growth Programme 2014-2020.