GreatSoft CRM Description

Successful management of an accounting firm should not be hindered by inadequate infrastructure. Equip your firm with the essential tools by investing in specialized CRM solutions from GreatSoft, which focuses on delivering top-tier CRM services tailored specifically for accountancy practices. Our cloud-based CRM systems provide optimal security, speed, and functionality to meet the diverse needs of our clients. With a dedicated team of experts continuously enhancing and supporting our software, you can be assured that your firm is always utilizing the most effective tools available. Recognizing that each accounting firm has unique requirements, we develop customized solutions to address various aspects such as tax management, document handling, and secretarial duties. This personalized approach ensures that we can meet every specific demand you may have. Our knowledgeable team is not only hands-on but also deeply understands the nuances of the accounting industry, making us a reliable partner in your firm’s growth and success. Ultimately, investing in the right CRM software can significantly enhance your firm's overall efficiency and service delivery.

GreatSoft CRM Alternatives
Canopy Reviews
Canopy
(950 Ratings)
Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
Learn more
8am Reviews
8am
(1130 Ratings)
8am is a unified, purpose-built platform for professional services firms—combining world-class tools for practice management, payments, automation, and compliance under one brand. The company’s ecosystem includes leading solutions such as LawPay for secure, next-day payments; MyCase and CasePeer for client and case management; DocketWise for immigration law automation; and CPACharge for accounting professionals. Together, these products streamline every stage of the client journey—from lead intake and scheduling to invoicing and analytics. 8am’s intelligent workflows help firms stay IOLTA-compliant, improve cash flow, and reduce administrative burdens, freeing professionals to focus on meaningful client work. Backed by enterprise-grade security and deep industry expertise, 8am provides reliability and peace of mind for regulated professionals. With over 20 years of innovation and partnerships with 175+ bar and professional associations, the company stands at the forefront of legal and financial technology. Whether you’re managing a small practice or scaling an enterprise firm, 8am delivers tailored solutions that drive productivity and client trust. By uniting technology and service, 8am helps professionals reclaim their day and achieve more with less effort.
Learn more
Base Builders Reviews
Base Builders
When searching for project management software tailored for your architecture or engineering firm, the last concern you should face is its capability to meet your specific requirements. Base Builders offers user-friendly software uniquely crafted to assist small to mid-sized firms in tracking time, managing projects, monitoring expenses, and much more. We take care of invoicing, allowing you to concentrate on expanding your firm and creating beautiful designs. At Base Builders, we recognize the complexities involved in managing the operational side of your business, as we are former designers who have owned firms ourselves. Our experience equips us to understand that the success of your business, your team, and your clients relies on an efficient and well-organized project management solution. You simply cannot afford to waste precious time on one-size-fits-all software that complicates your work. Instead, choose a system designed with your industry challenges in mind, ensuring streamlined operations and enhanced productivity.
Learn more
FundCount Reviews
FundCount
FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.
Learn more

Integrations

View Integrations

Reviews

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Company Details

Company:
GreatSoft
Website:
www.greatsoft.co.za/

Media

GreatSoft CRM Screenshot 1
GreatSoft CRM Screenshot 1
Recommended Products
Viktor - AI Agent That Can Do Anything Icon
Viktor - AI Agent That Can Do Anything

Viktor connects to 3,000+ tools, completes tasks, and delivers real outputs.

Viktor is an AI assistant for Slack that can do whatever you need it to. Viktor is an AI agent that’s easier to use than OpenClaw. Viktor can do anything—build dashboards, generating reports, writing and deploying code, and running campaigns. It integrates with your stack, executes tasks end-to-end.
Try Free Now

Product Details

Platforms
Web-Based
Types of Training
Training Docs
In Person
Training Videos
Customer Support
Business Hours
Online Support

GreatSoft CRM Features and Options

Professional Services Automation Software

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

GreatSoft CRM User Reviews

Write a Review
  • Previous
  • Next