Simply Accounting Website & CRM: Connecting Client Enquiries to Accountable Support
Project Overview
A professional website and CRM platform for Simply Accounting, designed to capture enquiries, organise client relationships, manage support requests, and keep ticket handling visible from first contact through resolution.
Business Challenge
Client enquiries and support requests needed a clearer path into the team. Without a connected workflow, follow-ups could be delayed, ticket ownership was difficult to see, and clients had limited visibility into the status of their request.
Solution Delivered
We delivered a polished public website backed by a CRM workflow for enquiry capture, client history, support service coordination, ticket assignment, status updates, and resolution tracking.
Key Features Deployed
- Professional website presenting Simply Accounting's services and contact pathways.
- CRM records connecting client details, enquiries, follow-ups, and service history.
- Support ticket handling with ownership, priority, status, and resolution tracking.
- Structured service workflow for keeping client communication accountable.
Operational Business Impact
Website enquiries and support conversations were difficult to connect, assign, and track through to resolution.
A connected website, CRM, and ticket workflow gives the team one accountable view of every client request.
Results Achieved
Clearer route from website enquiry to CRM follow-up.
Support requests organised into a visible ticket workflow.
A consistent client experience across sales and ongoing support.
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