PM Record

Professional and consistent customer communication
Pro Management offers the CRM solution PM Record. This unique software collaborates with the PM Report for creating annual reports and other financial or tax reports.
• All customer communication linked to one customer card
• All customer data easily en quickly found
• Unified annual reports
• Save time
• Appear attentive and professional

CRM and Library
PM Record means detailed customer relationship management for tax consultants, accountancy firms and SME companies, along with the most complete library of texts used in annual accounts and other reports. Think: statutory provisions, commercial and tax principles, notes to financial statements and much more.

Made for tax consultants, accountancy firms and SME companies,
PM Record is not just another CRM. In fact, this CRM is tailored to the specific needs and wishes of tax consulting and accounting firms. With a direct connection to Exact-Online.

Why PM Record?
• Capture specific information such as:
-Insurance and Loans
-Statutory provisions and Accounting policies
-Notes to financial statement items
• Record customer communications and data.
• Uniform working method, thereby working more efficiently"