DRIVE CRM & Practice Management

DRIVE CRM

Relate Software’s technical expertise and over 25 years of dedication to the accounting profession has resulted in one core system for the modern accountancy practice.

DRIVE provides efficient data management throughout your practice using one centralised database to capture, manage and utilise all client & practice information enabling partners and managers to plan ahead and improve practice performance

CRM:

A core centralised database retains all communications, documentation, contacts, WIP and fees per client. DRIVE CRM improves departmental capabilities and enhances the communications process as a whole. Learn more


Practice Management:

Maximise return on investment with enhanced time recording processes that automatically ensures time sheet completion, simplifying your billing process and improving your performance management. Learn more


Workflow Manager:

A summary schedule of objectives improves managers’ organisational capacity and internal decision-making processes for resource allocation. Learn more




DRIVE CRM

Relate Software’s technical expertise and over 25 years of dedication to the accounting profession has resulted in one core system for the modern accountancy practice.

DRIVE provides efficient data management throughout your practice using one centralised database to capture, manage and utilise all client & practice information enabling partners and managers to plan ahead and improve practice performance

CRM:

A core centralised database retains all communications, documentation, contacts, WIP and fees per client. DRIVE CRM improves departmental capabilities and enhances the communications process as a whole. Learn more


Practice Management:

Maximise return on investment with enhanced time recording processes that automatically ensures time sheet completion, simplifying your billing process and improving your performance management. Learn more


Workflow Manager:

A summary schedule of objectives improves managers’ organisational capacity and internal decision-making processes for resource allocation. Learn more




What clients say

What our clients say about us
Video Testimonials