The accounting firm was spending valuable staff time managing client enquiries, chasing outstanding documents and sending routine follow-ups.
With client information and communication spread across different processes, keeping track of appointments, paperwork and pending responses became increasingly time-consuming.
The business needed a more organised way to manage client communication, reduce repetitive administrative work and free up time for billable services.
CRM Setup & Integration
We brought client enquiries, contact records and communication history into one CRM, giving the team a central place to manage client relationships.
Automated Client Onboarding
We set up workflows for welcome emails, onboarding forms and document requests, reducing the need to send the same information manually.
Document Follow-Up Automation
We created automated reminders for outstanding documents, helping staff spend less time chasing paperwork.
Appointment & Enquiry Management
We connected enquiry responses, appointment confirmations and reminders to the CRM to make client communication easier to manage.
Client Communication Workflows
We organised routine follow-ups and client updates into structured workflows, allowing staff to concentrate on work requiring personal attention.
The CRM automation system helped the accounting firm save approximately 35 hours of administrative work each month, representing A$1,575 in monthly labour time value.
With automated enquiry responses, the average response time was reduced to 5 minutes.
The system also handled 400+ automated customer messages monthly, including onboarding communication, appointment reminders and document follow-ups.
A$1,575
Monthly Labour Time Value
35 hrs
Admin Time Saved Monthly
5 min
Average Enquiry Response Time
400+
Automated Messages Monthly
The biggest improvement was reducing repetitive administrative work, giving staff more time to focus on client services.
By connecting client enquiries, onboarding and routine communication through one CRM, we helped the accounting firm reduce manual follow-ups and keep customer interactions organised.
Automated workflows handled appointment reminders, document requests, and onboarding messages, freeing up about 35 staff hours each month.
The result was a more efficient operation, faster client communication and $1,575 in monthly labour time value, equivalent to approximately $18,900 annually.
GlobalInfo helps professional services businesses simplify client management, automate repetitive communication and connect everyday processes through CRM automation.