About This Blog
Navigating the world of CRM can be overwhelming, especially for accounting firms where client management has traditionally been handled reactively rather than strategically. Even after recognising the need for a CRM, many firms struggle to implement it effectively, integrate it with their existing processes, or unlock its full potential.
With years of experience working closely with South African accounting firms, we have seen firsthand what works, what doesn’t, and why many firms fail to see the full value of CRM. We understand the unique challenges accountants face—from client retention struggles to time-consuming admin—and how the right CRM strategy can turn these challenges into growth opportunities.
That is why we created this blog—to go beyond simply introducing the concept of CRM and instead provide the practical knowledge, tools, and strategies accountants need to make CRM work for them.
We know that CRM is not just software—it is a framework for improving client relationships, service quality, and practice efficiency. However, without the right insights and guidance, firms often end up with a system that feels like extra admin rather than a tool that truly transforms their workflow and client interactions.
What You Will Find Here
This blog serves as a dedicated knowledge hub, designed specifically for South African accounting professionals who want to understand, implement, and optimise CRM for their firms. Here you will find:
- Industry Insights – Expert articles on how CRM is shaping the future of client management and improving accounting firm efficiency.
- FAQs & Expert Advice – Answers to common questions about CRM selection, implementation, and best practices
- CRM Solutions & Best Practices – Step-by-step guidance on choosing, customising, and fully leveraging a CRM system built for accounting firms.
Powered by QliqCRM
For more than a year our team has collaborated extensively with accountants and firms of all sizes to create a CRM solution that directly address South African industry challenges. The insights and strategies shared in this blog stem from deep industry expertise, practical experience, and a clear understanding of how CRM can drive real transformation in accounting practices.
QliqCRM offers unique, locally relevant features designed to solve the specific pain points of South African firms—helping accountants streamline client engagement, enhance retention, boost their service quality and reduce unnecessary client-related admin burdens. Our primary goal is to provide neutral, objective insights that enable accountants to fully understand a CRM’s role and make informed decisions—regardless of which system they choose.
We are committed to helping firms build stronger client relationships, reduce operational complexity, and enhance efficiency by making CRM accessible, practical, and truly valuable for the accounting profession.
This blog is an educational resource sponsored and powered by QliqCRM, a client relationship management platform built specifically for the South African accounting sector.
The information, resources, and examples provided are intended to assist firms in enhancing their client management and operational efficiency.
While QliqCRM is featured as an example throughout the blog, the insights and guidance offered are applicable across various tools and systems. Users are encouraged to evaluate multiple solutions and select what best suits their firm’s unique needs.
The blog’s content is developed with industry expertise and is regularly updated, but it does not constitute legal, financial, or professional advice. Firms should consult with their professional advisors before making significant operational changes. For more information about QliqCRM or to schedule a consultation,click below.