Manage All Client Data In Real Time

THE CONTACT HUB

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.

THE CONTACT HUB

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 a demo

THE CONTACT HUB

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

THE CONTACT HUB

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 a free trial

THE CONTACT HUB

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

THE CONTACT HUB

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 a free trial

Want to Learn More?

Watch an INSTANT recorded demo or schedule a LIVE demo with a member of our Client Success Team

Choose Your Demo

Ready to consolidate your client data?

Start a 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

Filter

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...  
image of James Ashford with title overlay

The Art of Letting Go for Business Owners

Are you using your time as a business owner to its full potential? Or can you delegate more than you think to your team?

What Can Your Accounting Firm Learn from a Skip Broker?

When clients come to your accounting firm, they ask for what they think they want. It’s our job to educate them on what they need, just like this skip-broker did in their business...
man boxing his giant shadow

The Entrepreneurs’ Enemy & How to Avoid it

There's an enemy stopping you from reaching higher levels of success and you've probably never been told about it before...