Contact lists and keeping track of the information from those you know is an ongoing project. Even though you may have a person’s basic information, you may not know much else about them unless you take the time to look. Gist not only does all of this for you but also keeps the information organized and updated.
Free Sign Up. Gist is free and easy to sign up for. Once your CPA firm starts using it you might wonder how you did without it.
Communications. Once you connect Gist to your email service then it keeps all the emails and attachments for a particular person or company. The information is available alongside all the other data on that same company making it easier to get an overview before a meeting.
Gist
Blog Posts and Tweets. All related blog posts or tweets are easily referenced. This gives you a quick idea of what a potential accounting client might be considering and a way to automatically connect and break the ice if this is your first meeting.
News About. Gist gathers all relevant articles or news on the client or company. You may need to look closely at this type of information to make sure it is accurate for the client. There are times when it might pull in news that seems like it is for that person but in fact it has no connection.
Automatically Updated. All of the information on all your CPA contacts is automatically gathered in one handy location and updated regularly. This makes it so easy to look at if you have only a bit of time before a meeting and want something good to start the conversation off with.
There are all kinds of details on potential or existing clients and companies that can be gathered. Gist makes it easy to keep updated information all in one place.
Have a comment? Fill out the form and get a response within 24 hours.
No related posts.
Related posts brought to you by Yet Another Related Posts Plugin.
CPA Websites Blog