Self-Hosted CRM Case Study: Small Accountancy Business

In this series of blog posts, we’re going to explore how the epic Jetpack CRM could help a small accountancy business, run by its sole owner and director, perform efficiently and more profitably. We’re going to look at the specifics of this hypothetical enterprise, such as client base, the owner’s resources of time, skill and hardware, as well as analytics employed in critical decision-making regarding marketing, cash flow management and time management. We’re then going to look at what the most commonly used types of CRM are and at a few of the well rated CRMs, making a case for using a self-hosted application as opposed to using a SaaS. Having chosen Jetpack CRM for this specific business, we’re going to find out how its core functions and a couple of the extras work to boost its profits. By the end of the series, we’ll be able to have a clear picture of Jetpack in action.

• Part 2: Small Accountancy Business Case Study #2: CRM Requirements
• Part 3: Small Accountancy Business Case Study #3: Choosing a CRM
• Part 4: Small Accountancy Business Case Study Part #4: Learning to Use A CRM
• Summary: Small Accountancy Business Case Study: Summary