DRIVE CRM

DRIVE is designed to change the way accountants manage their clients and their practice. DRIVE brings together practice management, customer relationship management, document management and communications management in one powerful integrated system designed specifically for accountants.

A comprehensive, centralised database of clients, jobs, prospects and contacts is maintained with unlimited additional fields and records that the user can specify. The single, integrated application enables a full system of alerts on new communications, those for follow-up, reminders for action and various exceptions for review. Overall client and job status screens give the complete picture for control and management purposes.

The latest version of DRIVE is Version 2 and most of the screens in this document are based upon the current version. Version 2 of DRIVE will be released in Q4 of 2009 and it brings a major change in the look and feel of the system. Version 2 also brings a greater level of functionality in areas such as email and client datamining along with completely new modules such as graphic practice dashboards and workflow management.

DRIVE contains eleven primary modules:

• Client & Contact Database
• Communications Management
• Time & Expense Management
• Deadline Management
• Document Management
• Marketing Management
• Billing Management
• Financial Management
• Purchase Ledger
• Jobs Planner
• Client Accounting