Clients

Our clients include Accountants, Consultants and other professional services firms. It’s a very varied client base, but what they all have in common is their individuality. This is the key for Symphony; every client deserves their own highly bespoke solution.

  • Armstrong Watson
  • Ccl
  • Hazlewoods
  • Mazars
  • Scott-Moncrieff
  • Mckenzies
  • Saffery Champness
  • Pay Dashboard
  • Nortons
  • Goodman Jones
  • Chantrey Vellacott
  • Campbell Dallas
  • Doddandco

Case Studies

Symphony exists for that very purpose - to turn technology from a cash sinkhole into a valuable business asset. And that requires building genuine, committed and responsible relationships.

Case Study - Sugar CRM

Symphony Provides Best-in-Class CRM to Professional Services Firms

Renowned for its success with the Advance™ Practice Management System, Symphony’s sister company, Advanced Professional Solutions (APS), recognized the need for a world-class CRM solution to focus on helping its accounting and consulting clients develop more business and improve client relationships.

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Hear what they say

Chantrey Vellacott had a long and well established business relationship with APS. So when the Firm initiated a strategic business transformation plan, a critical part of this was the identification and purchase of an appropriate Client Relationship Management system, to which Symphony became our natural choice. To hit our key objectives in the project we required complete compatibility with our Practice Management System, along with a consistent data collection, management and reporting capability. This then allowed us as part of the bigger strategy to put in place a robust framework to introduce and deliver clear sales processes across the firm. The full development of our customised version of Symphony was challenging, but the journey was made seamless by our professional working partnership with Symphony - APS.

Justin Waddilove
Justin Waddilove Chantrey Vellacott

Symphony - APS provides the cornerstone for our practice management. Over the years the APS team have worked with us to build on the original time and billing platform to create a repository that holds our key client information. We’ve worked together to develop solutions to maximise our use of this data from integrated AML to managing work progress. Following a performance review of our existing system we will working together to achieve our goal of increasing efficiency and decreasing our back office costs.

Toby Woodhead
Toby Woodhead Business Process Analyst, Armstrong Watson

Over the last sixteen years we have relied on Symphony to be a knowledgeable, flexible and valuable sounding board, acting as a catalyst for many of our investment decisions. Our recent strategy workshop, facilitated by Brian Coventry, enabled us to align our IT strategy directly with our business development strategy, setting both context and prioritisation for all stakeholders within the business to understand.

Tony Flambard
Tony Flambard Hazlewoods

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Talk to us about getting all your business systems and technologies working together to support your firm’s ambitions…