THE CHARTERED ACCOUNTANTS Benevolent Association (CABA) has implemented a new customer relationship management system, from Workbooks.
CABA, which supports ICAEW members in need, chose the system to help the association manage client engagements and streamline business processes.
Natalie Worth, head of finance and administration at CABA, said that the association had previously used several systems. “We were looking for a system to help us better manage the inbound requests for help we receive,” said Worth.
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