Manage All Client Data In Real Time


A truly digital solution to managing your clients and prospects, with live updates so you are able to make adjustments in real time. The Contact Hub maintains a single source of truth for all your client data.


Create and manage prospects, clients and organisations

The Contact Hub allows you to clearly differentiate between individuals and organisations, with the ability to define individual relationships within organisations.

Watch demo


Get a clear view of all historical data

Pull every proposal ever sent to an individual or organisation, with just one click. Easily compile complex client data, prepare reviews, understand your client’s needs and align fees more efficiently than ever.

Book a demo


Consolidate complex client relationships in one place

Assign an individual to multiple organisations, and organisations to multiple individuals. So there’s no confusion across the firm, even with complex client relationships.

Start My 30-Day Free Trial


Prospects automatically convert to clients when proposals are accepted

Create a seamless onboarding experience. The Contact Hub becomes another member of your team, keeping your client data live and up to date, in one central hub. 

Book a demo


Filter your list of prospects to visualise your leads so you can monitor your sales pipeline

Manage prospects & monitor your sales pipeline with ease. The Contact Hub does the heavy lifting for you, supporting lead growth by helping you to manage scope, increase revenue, and minimise risk.

Start My 30-Day Free Trial

Want to Learn More?

Watch an INSTANT recorded demo

Watch Demo

Ready to consolidate your client data?

Start My 30-Day Free Trial

Access These Useful Resources

Get Off The Hamster Wheel

Discover the 5 steps to being valued more, paid more & taking control of your firm.

Get more information


How to Effectively Manage your Accounting Practice

In the 3rd of this 3-part series, Jonathan Gaunt explains how he's freed his time for big ideas by creating a self-driving firm.

How to Market Your Accounting Business Successfully

In the 2nd of this 3-part blog series, learn the Marketing psychology and strategy that will set your accounting businesses up for success.

What Successful Accounting Businesses Do Differently

In the first of this 3-part blog series, learn the Mindset that sets all successful accounting businesses apart from the rest.
Image of Cheryl with quote 'The work I've done on my mindset and building my own confidence made me realise I am worth what we charge'

Accounting with confidence through a cost-of-living crisis

We talked to GoProposal member and successful accounting entrepreneur Cheryl Sharp, founder of Pink Pig Financials, about how she’s navigating her team through the cost-of-living crisis with unwavering confidence...