TC Practice Management

TC Practice Management, was built exclusively for today’s professional services firm. TC Practice Management helps firms standardize and manage processes; centralize their collective knowledge, leveraging valuable relationship networks and forecast employee utilization. Most CRM solutions fail to adjust their thinking for the professional service organization; this is what makes TC Practice Manegement so compelling. Not only does it include additional functionality from a standard CRM solution, it can be further tailored for your specific firm.

Let us help you to learn more about improving your revenue performance using CRM for Professionals.

Built with Professional Service Providers in Mind

TC Practice Management, built to leverage the Microsoft Dynamics CRM platform, allows professional services firms to easily track client data, and centralize valuable client information; enabling partners to manage workflow and professionals’ business development activities as well as enlighten firm leadership. 

Deepen your understanding of client needs. By nurturing your clients, you become their trusted advisor and help ensure a long-lasting and profitable business relationship. Share information. Join resources. Empower professionals by centralizing client information, marketing databases, and spreadsheets in a single location. It’s up to you what is shared throughout the firm, however the centralized database will allow your firm’s professionals to better leverage firm resources to gain new business.

Make business more predictable. TC Practice Management has tracking devices which allow executive-level management to view staff activities and to ensure follow through of work flow.


Developed by a professional services firm who understands

Key Benefits:

  • Sell more business to new and existing clients
  • Conduct marketing campaigns and communicate with clients and prospects with ease
  • Get to know more about your clients and their principals
  • Integrate with Microsoft Outlook, SharePoint, Word and Excel.
  • Achieve smarter management of client communication and email
  • Use standard work flows to manage the firm’s vital business processes
  • Share knowledge and collaborate from multiple locations
  • Manage your candidate recruiting process
  • Provide today’s technology that your recruits expect

Let us help you to learn more about revolutionizing the way your professional services organization thinks about CRM.