Conference
Live Replay WebinarBasic level
K2's CRM - The Ultimate Business Automation Tool
★★★★☆
4.3 · 30 attendee ratings
This course provides an in-depth exploration of Customer Relationship Management (CRM) systems as a critical tool for business automation. Designed for accounting professionals, it emphasizes CRM’s role in streamlining workflows, organizing communications, enhancing client relationships, and improving efficiency. Participants will learn about key CRM features, integration with accounting software, and best practices for successful implementation. We will highlight practical applications with actionable insights to help attendees optimize their processes. This two-hour session ensures you walk away with a basic understanding of CRM’s transformative potential for business and financial management.
What's included
Every registration comes with the course materials — yours to keep.
- Course handout PDF
Course details
- Recommended CPE credit
- 2
- Field of study
- Information Technology
- Program level
- Basic
- Delivery method
- Group Internet Based
- Prerequisites
- None
- Advance preparation
- None
- Course number
- 25c-crm
CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].
Every way to take this course
On its own
Live Replay Webinar
Attend the next scheduled rebroadcast — full live CPE credit · 2 credits
$50
Add to Cart
As part of a multi-day event
These seminars include this course on their agenda. One registration covers the event — you attend this course on its scheduled day, plus everything else that day offers.
Dec
3
Performance Enhancement: Tools for the New Year
Conference · Dec 2–3, 2026
· Online · this course runs Dec 3, 2026 · event offers up to 12 credits
$200
View event
Your instructor
Brian Tankersley
Speaker & Author · K2 Enterprises · ★ 4.2 instructor rating
Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication. Mr. Tankersley has over 25 years of...
Full profile →Attendee feedback
4.3
30 attendee ratings
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