CentrixOne’s CRM team participates in two QuickBooks Online events

QuickBooks Online hosted two events in Montreal in June for its community of users and accounting firms. And the CentrixOne team was in on the action. In today’s rapidly evolving markets, accounting firms and business advisors must quickly adapt to the ever-growing number of solutions that are integrated with QuickBooks Online. Accountants and bookkeepers alike are … Read more

CentrixOne meets Acomba customers during an inauguration in Québec City

At the end of May, CentrixOne took part in the inaugural event of the Acomba office in Quebec City along with Acomba’s accounting partners and clients. We are proud to have been presented as an award-winning partner that is part of the ecosystem of connected solutions with Acomba and Acomba X. Indeed, thanks to its … Read more

CentrixOne presents its CRM solution during the QB-HQ Apps Roadshow, organized by QuickBooks

Recently, CentrixOne presented its all-in-one CRM and marketing solution to QuickBooks-certified accountants and bookkeepers during the QB-HQ events in Toronto and Montréal. The QB-HQ Apps Roadshow is a cross-Canada tour to present some of the top apps that integrate with QuickBooks Online. It is comprised of a dynamic community of QuickBooks experts and users. The day-long events take … Read more

Accountants & bookkeepers: Today’s trusted business advisors

While accountants and bookkeepers have always been go-to partners for SMBs for accounting and taxes as well as audit preparation and compliance, today’s competitive market is transforming the role financial professionals play in their clients’ business growth. Today, accountants and bookkeepers are becoming trusted business advisors. According to the International Federation of Accountants (IFAC): “accountants … Read more

CentrixOne to attend CONNEXION organized by Journal Les Affaires

From April 18 to 19, 2018, CentrixOne will be attending CONNEXION, an event organized by Journal Les Affaires in Montréal. The event will address a variety of different topics on how businesses must now, more than ever before, embark on a digital transformation in order to ensure their long-term viability. Attendees will be able to participate … Read more

CentrixOne: A proud partner of the École des entrepreneurs de Québec (ÉEQ)

CentrixOne is pleased to be working with the École des entrepreneurs de Québec (ÉEQ), an organization dedicated to helping entrepreneurs fine-tune their skills through conferences, themed workshops and networking opportunities. The organization helps businesses at every stage of their evolution, from startup to growth to acquisitions. Recently, CentrixOne, along with our partner SOLJIT, participated in one of … Read more

CloudFest 2018: A major event covering the future of cloud software and infrastructure providers

CentrixOne recently visited Germany to take part in CloudFest 2018, which was held from March 10-16 and welcomed over 6500 attendees for three days jam-packed with networking events, a tradeshow and conferences in a truly one-of-a-kind ambiance. Videos from the event can be found on YouTube. Hundreds of cloud software and infrastructure players as well as … Read more

CentrixOne and SOLJIT present at RDV Succès Numérique

CentrixOne, thanks to our partner SOLJIT, presented at the recent RDV Succès Numérique, which was held by the École des entrepreneurs de Québec (ÉEQ) and took place in Montréal from March 19 to 23, 2018. Louis-Nicolas Hamer, VP Customer Solutions at SOJIT gave a presentation on why entrepreneurs should implement a CRM in their companies. You can view the entire … Read more

The ultimate checklist for accountants and bookkeepers to choose the right CRM for their firms

As mentioned in our previous blog post, a customer relationship management (CRM) solution is an excellent tool to help accountants and bookkeepers maintain and grow their clienteles. However, no CRM is created equally, and the CRM market can be a landscape of seemingly complicated features, lengthy and costly implementations, elusive ROI, buzzwords and technical “mumbo jumbo.” … Read more

Top 5 reasons why accountants and bookkeepers need a CRM

Some accountants and bookkeepers think that customer relationship management (CRM) solutions are only for sales and marketing professionals—not experts who crunch numbers. Others believe that CRM is a dark science that only “CRM gurus” can possibly understand. However, a CRM can be an effective business tool for accountants and bookkeepers to better achieve their firm’s … Read more

Get a demo