More than two years ago, Diane Yetter, CPA and president of Chicago-based Yetter Consulting Services Inc., had disparate software systems for keeping track of her clients' needs, projects, history, contact information and billing.Then she hired an IT consultant to custom-build her practice an online customer relationship management system so she could find all the information she needed in one location.
"We used to do all our billing out of QuickBooks, tracking and proposals in Excel, and all these other programs for everything else," said Yetter. "It performs real-time tracking, so you can see where things are at when you're on a client project. It cut payroll down from four hours to one hour and billing from eight to two hours. It really meets our needs."
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