Dia Client GRC is a client relationship management solution designed for accounting firms. It provides a comprehensive permanent client file with customizable sections, allowing for better qualification of the client base. Each team member receives a personalized workspace with secure access to all operational functions, organizational, relational, and executive components. The software aims to help users organize their activities, strengthen employee efficiency, master client information, and improve communication with clients. It can be coupled with telephony services through CTI integration to optimize the handling of incoming and outgoing calls, offering benefits such as automatic call identification, improved reception quality, and enhanced responsiveness. The solution is part of the Suite Expert range and can be enhanced with collaborative features for real-time, secure, web, and mobile sharing of firm files with clients and collaborators.

Features & Benefits

• Customizable Client Files: Offers a complete permanent file with customizable sections and tabs for enhanced client base qualification.
• Personalized Employee Workspaces: Provides each collaborator with a personalized desk for immediate and secure access to all operational functions.
• CTI Integration: Optimizes call handling by automatically identifying callers and improving responsiveness and client satisfaction.
• Collaborative Sharing: Enables real-time, secure, full-web, and mobile sharing of firm files with clients and collaborators.