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Interface Software

A developer of business management software.

Speak with a Interface Software provider

Interface Software is the leading provider of CRM software and services, enabling CPA firms to create the Relationship Intelligence they need to uncover new business opportunities and enhance client service.

Its flagship product, InterAction, is a flexible and uniquely designed platform that delivers this Relationship Intelligence throughout the organization, quickly, efficiently and cost-effectively.

Relationship Intelligence is a firm-wide asset that reveals the unique and complex connections between people, companies, relationships, experience and expertise, empowering professionals to leverage who and what they know to uncover new revenue opportunities, differentiate themselves from the competition and enhance client service.

There are four unique processes for building Relationship Intelligence with InterAction:

  • Relationship Discovery: Automatically aggregates information from disparate sources and derives hidden relationships in the data
  • Relationship Management: Handles database management, security, and ensuring a single instance of a contact within the system
  • Marketing Automation: Provides tools to synthesize Relationship Intelligence to support marketing campaigns, data mining and analysis
  • Knowledge Delivery: Delivers Relationship Intelligence to professionals on their platform of choice, anytime, anywhere.

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