CRM Automation Solutions for Accounting, Consulting, and Legal

Rare Karma for Accounting, Consulting, and Legal

CRM and marketing automation solutions might be sold as instantly deployable out-of-the-box solutions, but they require significant investment in customization by consultants with industry knowledge to maximize the value of your investments. This is particularly true for partner-driven firms where relationships mean everything. At Rare Karma, we combine decades of industry-specific knowledge and experience with the practical, technical expertise needed to transform your practice into a “firm of the future.”

Our in-house consultants can help your organization with:

Business Development & Marketing Strategy

Business Development & Marketing Playbooks

CRM & Marketing Automation Platform Selection

CRM & Marketing Automation Implementation

CRM & Marketing Automation Roadmaps

CRM & Marketing Automation Migrations

CRM & Marketing Automation Integrations

Customer Intelligence Strategy, Deployment, and Integrations

See our CCH Axcess Integration in Action

Eliminate the hassle of manual data entry and keep your client and project information synced effortlessly between CCH Axcess and HubSpot.

Our integration empowers your team to work smarter, not harder, so you can focus on delivering exceptional client service. Submit the form to see how our integration can transform your operations and maximize efficiency for your firm.