Client Relationship Management

ImagineTime Practice Management modules includes a powerful Client Relationship Management module. Generate labels, custom letters, print envelopes, and send email blasts to clients. Filtered client lists allow you to communicate and market different services to targeted list of clients. With the optional Calendar module you can also use the CRM for contacts.

Generate Labels

The Client Relationship Management module allows you to create labels in bulk or one at a time. Generate labels to assist in packaging of tax returns. The following screen shot shows the selection screen used to send out bulk letters, envelopes and mailing labels. Select the print option (CRM option) at the top left, choose your filter on the right side of the screen and click "Filter List" to show the clients that meet your criteria. Leave the filter blank to show all clients, or click within the list to further narrow your list selection. Preview and print to create your labels. Various sizes are available including for Dyno labels.

Client Relationship Management Label printing for Accountants and CPAs

Create custom letters, engagement and collection letters

The collection letter shown below was generated in ImagineTime and output using Microsoft® Word. The criteria used was clients with balances aged more than 90 days. The letter is based on a template created in Microsoft® Word using ImagineTime bookmarks. Our bookmarks include client address with or without contact name, tax year end, engagement, balance due information, email, client start date and many more. With this utility you can communicate easily with targeted groups on demand and print the envelopes as well (with a printer capable of printing envelopes). A sample Microsoft® Word template is included in the software to assist you in getting started.

Sample collection letter for Accountants and CPAs

Print envelopes, with or without return address

With a printer capable of printing envelopes you can print bulk envelopes to go with your custom letters with or without return addresses. By selecting "Single Labels/#10 Envelopes" tab you can print individual envelopes to vendors or clients. The screen shot below illustrates the options you have with envelopes.

Single or multiple envelope printing

Email Blaster - send email blasts to clients and contacts

An additional feature that comes with the CRM is the email blaster utility. This utility lets you send email blasts directly from ImagineTime and does not require any third-party email utility. The emails can be filtered for targeted groups of users, such as customers that use selected products. With the Calendar module you can send email blasts using Microsoft® Outlook.

Our Email Blaster shown here lets you send formatted messages to filtered groups of clients and contacts. Each time an email is sent, a corresponding note is automatically generated in the client/contact database. The notes can be see in the contact manager note section. Click here for more information on the Contact Manager.

Email Blaster utility for Accountants and CPAs

Create filtered lists of clients/contacts

The custom letters, labels and envelopes can be filtered for targeted groups, such as clients with balances over ninety days, or clients that use selected services. The filters are very robust and can be combined to target special groups of client or contacts. You can also generate letters to staff and vendors. You can easily create custom lists using the Mailing List Setup and add clients to lists on the fly using tab More Contact Information in the Contact Manager.

Calendar, CRM Navigation

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