Case Study: CRM Accountants achieves rapid advisory rollout and scalable services with Futrli

CRM Accountants roll out advisory services after just 3 months with Futrli

CRM, a forward‑looking accountancy firm, found traditional compliance work no longer met client needs and needed to scale advisory services while “speaking the language” of business owners. To support their new eight‑step Business Improvement Programme they chose Futrli’s forecasting and advisory platform as the market tool to complement and scale their advisory offering.

CRM rolled out their advisory services with Futrli in just three months, using its flexible dashboards, forecasting and scenario (“What If”) tools to drill into client accounts and KPIs. As a result, the team are now seen as trusted advisors, referrals have increased, clients make more informed decisions, and CRM continue to scale their advisory practice — outcomes the firm attributes directly to Futrli.

CRM