PROFESSIONAL SERVICES

THE LEADING RELATIONSHIP INTELLIGENCE PLATFORM
FOR ACCOUNTING & ADVISORY SERVICES FIRMS

Increase visibility into your firm’s relationship capital by discovering “who knows who” and scale business development faster with Introhive

Sync Data to CRM

Automatically map data
into CRM from email &
other business systems

Relationship Mapping Syncing Data Into CRM Icon

Identify “who knows
who” across your firm
& client base

Pre Meeting Intelligence Report Introhive

Deliver Pre-Meeting intelligence reports to every employee & practitioner automatically

Relationship Intelligence and data enrichment

Enrich & cleanse CRM
i
nformation automatically to keep
data integrity high

The “Big Four” rely on Introhive for better relationship insights in CRM. Your firm can, too.

Is CRM adoption a sore subject around your office? If so, you’re not alone. Nearly every professional services firm, big and small, has struggled at some point with keeping client data clean and up-to-date in CRM.

Introhive automates the mundane and manual work associated with adding information into CRM, so you don’t have to. Drive greater CRM user adoption and increase business development and marketing impact at your firm with Introhive.

Introhive relationship intelligence and CRM automation platform

What our customers are saying

PWC-Client-Logo

“We are a relationship-based organization and an innovative tool like Introhive helps give us a comprehensive view and valuable business insights by enhancing the base information provided by our client relationship management tool.

 

Philip Grosch
PricewaterhouseCoopers (PwC)
Partner, Global Front Office Transformation Impact Centre Leader, Canada

Blog Articles

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02 Jul: How To Improve Firm-Wide Collaboration Using Enterprise Relationship Management Technology

As technology’s evolution accelerates, the pace of productivity speeds up and clients’ service expectations rise accordingly.

For professional services firms, an increase in clients who require cross-practice, cross-expertise and cross-border work demands an increase in collaboration, which is often at odds with the sectors traditionally relationship-protective partners and consultants.  

However, in today’s competitive environment, improved collaboration is key to profitable growth. Heidi Gardner’s in-depth look at the state of professional services collaboration makes it clear that everyone involved in deeper collaboration benefits. Firms who collaborate more effectively gain a competitive edge, resulting in increased revenues, profitability and improved client…

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25 Jun: How to Topple Accounting’s Top 3 Barriers to CRM Success

CRM software is now the biggest software market in the world and for good reason. CRM success can pay out huge dividends.

Increased tech stack adoption, more targeted marketing, strengthened client and prospect ties, increased cross-selling and even revenue growth are all some of the potential payouts.

But, as I recently shared with Accounting Today, three common challenges stand between many firms and their CRM success stories.

Read on to find out how your firm can use new, integrative technology to overcome these barriers and reach CRM nirvana.

1. Accounting is a reactive industry

Core services lines (like…

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18 Jun: Case Study: How to Streamline Data Quality Management in CRM, Eliminate Time-Consuming Manual Data Entry

 

The success of Atlanta-based firm Frazier & Deeter is a case study in the art of the possible when it comes to the power of using artificial intelligence and data automation to streamline data quality management and revenue-generating activities. Read on to learn more.

Frazier & Deeter Seek to Automate Marketing Data Administration

When Frazier & Deeter first turned to Introhive’s relationship intelligence and data automation platform, they were looking for help easing manual marketing processes. Thanks to the platform, the firm not only succeeded in that endeavor but also revealed growth-driving relationship insights.

In fact, the Introhive…