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How to Manage Client Relationships during Departure and Successions

In this article by Symphony, learn how accountants and lawyers can manage client relationships during departure and successions.

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Symphony APS

Symphony APS

Symphony - APS
Since 1999 Symphony has been partnering with professional services firms, initially in practice management software solutions and then CRM in 2012. Symphony has evolved to develop holistic, across-platforms expertise mixing application software and technical disciplines with a consultative capacity. SymphonyCRM, Client Sense, Practice Portal and Advance Practice Management are Symphony’s prime platforms that facilitate the creation of a new centralised approach, truly integrated, that unlocks the doors to enable opportunities with both prospects and existing clients.