Introduction

CentreCRM is a CRM system which is specifically targeted to accountant work management and optimization.

To get started:

  1. Import your Clients
  2. Import your Contacts
  3. Create your first Job for a Client

Further Reading


Once you are set up in CentreCRM, there are many things you might want to do. Some useful areas are:
Or browse through the help documentation to see what is available.