Previously, AXP struggled with cumbersome CRM systems that did not meet their expectations. With Blinqx Accountancy & Tax, the team now works more efficiently, streamlines their workflows, and is able to exceed clients’ high expectations.
AXP Advisors centralizes customer management and increases efficiency with Blinqx
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AXP Advisors is a consultancy and administration firm that supports entrepreneurs with tax and business advice. With offices in Amsterdam and Rotterdam, they help SMEs as well as international clients, including top athletes and models.
Customers
Years active
Offices
The challenge
AXP Advisors was looking for an efficient CRM solution after previous systems failed. These systems were not true cloud solutions and used remote server environments. "The setup was not user-friendly and required structural guidance from expensive consultants," said Mario de Laat, tax specialist and partner at AXP Advisors.
Simplicate is the first business software that allows us to meet those high client demands.
The process/method
After testing several CRM packages, AXP Adviseurs decided to choose Simplicate. “Simplicate provided excellent advice on structuring our processes,” says Mario. The platform was largely set up independently, with support from an accessible helpdesk. Today, Simplicate plays a central role in managing client expectations. Mario de Laat adds: "Simplicate is the first business software that allows us to meet those high client demands."
The result
Automated processes
All customer information comes together in one central system, which has greatly improved communication and efficiency within the team.
Cost savings
Billing is now much faster, saving up to two days a month in administration time.
Improved budget monitoring
The entire team is now responsible for monitoring budgets, which has resulted in better control over work in progress and liquidity.
Stronger internal communication
Team members can precisely track what is happening with each client on a timeline, which has strengthened collaboration within the team.
Mario de Laat
AXP Advisors, Tax lawyer and partner
What’s next?
AXP Advisors sees many possibilities for the future with Simplicate. "With Simplicate, we finally have that in place and are ready for the future," Mario said. They are determined to continue using the platform to continue supporting their clients and adding value. "We serve demanding clients with diverse needs, who make a lot of money worldwide in a relatively short period of time and have particularly high confidentiality requirements," says Mario de Laat.
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