Smart profile customisation
You can assign clients, prospects, suppliers, or any other group, to different categories. By using categories as “flags” to trigger certain actions, you can fine tune your communication strategies with promotional content that is tailored for each group.
Accessible from device, anywhere
CCH iFirm’s Contacts is responsive to smart phones, tablets, and screens of all sizes. So whatever device or connectivity you have, you’re able to access the entire contact database, in a fast, reliable, and user-friendly way.
CCH iFirm has everything you need
With CCH iFirm, you get all the integrated, cloud-based solutions you need to simplify and automate the running of your practice. And you have all the tools and systems to support your clients. From compliance, all the way through to streamlined client communications. CCH iFirm has got you covered.