Accountancy & business services · for accountants, insolvency and credit specialists
See every client change as it reaches the record
A CRM for firms whose work follows the public record, enriched with Companies House and The Gazette: new incorporations to win, and status changes and insolvency notices on the clients you already have.
Who it's for
For accountants, insolvency and credit specialists
- Accountancy and bookkeeping practices
- Insolvency practitioners
- Business lenders and brokers
- Credit control and debt recovery
- Company formation and secretarial services
New companies, found the week they form
Watch Companies House for newly incorporated companies by industry code, region and postcode area. Each one arrives as a signal you can add to a pipeline and welcome with an email sequence.
Distress on your book, as it happens
Watch your clients for status changes such as liquidation or administration, and for winding-up petitions and other insolvency notices in The Gazette, so a problem reaches you before the phone call does.
The whole record on every client
Filings, officers, people with significant control and charges, attached to the client record beside your own notes, calls and documents.
Engagements, time and billing together
Run each client as an engagement with its contract, time, expenses and recurring invoices, and keep sensitive documents in an encrypted secure room.
The data layers behind it
Your companies, enriched with the public record
Each layer is free on every plan and optional: the CRM works fully without them, and you switch on the ones that help.
Runs on the OroMiQ CRM
The features these workflows use
Ready to see it with your own pipeline?
Start a 14-day free trial, or book a demo and we will walk it through with you.