Customer story: RMA Conseil & Expertise

RMA Conseil & Expertise chooses eKo

Question 1. In which country is your company based?

France

Question 2. Could you introduce your company?

RMA Conseil & Expertise is an accounting and advisory firm that supports entrepreneurs, freelancers and SMEs in managing and growing their business.

Our ambition is simple: to be much more than an accountant – a true partner to business owners.

We offer comprehensive support in accounting, tax, payroll and HR, business management and strategic advice.

Proximity, responsiveness and innovation are at the heart of our approach. Thanks to digital tools and personalised support, we simplify our clients' day-to-day work so they can focus on what really matters: growing their business.

At RMA Conseil & Expertise, we are convinced that accounting should not be limited to figures: above all, it should help entrepreneurs make the right decisions and succeed in their projects.

Question 3. What were the main challenges you faced before adopting eKo?

Before eKo, our main challenge was keeping track of all our prospects and clients effectively, without wasting too much time on organisation.

As the firm grew, there were more and more exchanges and more opportunities, and it was becoming difficult to keep everything in mind. Between meetings, follow-ups, emails and the firm's daily work, some actions could easily slip down the list.

Above all, we needed to get better organised, without complicating our lives with an overly cumbersome tool.

The idea was simple: save time, never miss an opportunity and, above all, maintain the close relationship with our clients that is so essential to us.

Question 4. Have you noticed any time or efficiency savings since implementing eKo?

Yes, clearly! eKo has helped us save time every day, but above all it has made us much better organised.

Before, we sometimes had to search through emails, dig out the latest exchanges or remember when to follow up with a prospect. Today, everything is centralised in one place, which really makes life easier.

A concrete example is the follow-up of our prospects and sales proposals. In just a few clicks, we know where we stand, who needs chasing and what the next actions are.

In the end, we spend less time looking for information and more time talking to our clients and growing the firm. And that is a real plus!

Question 5. How has eKo influenced your clients' satisfaction and the quality of your services?

I think the impact is mostly indirect, but it is very real!

Above all, our clients expect responsiveness, availability and personalised support. And to offer them all that, you first need to be well organised internally.

With eKo, we have better visibility of our exchanges and follow-ups, which allows us to be more responsive and not let anything slip.

Our goal is not simply to manage files, but to build a real relationship of trust with our clients.

Ultimately, eKo helps us spend less time on organisation and more time on what really matters: advice, support and the human relationship.

Question 6. What advice would you give to other companies considering a CRM/ERP solution like eKo?

My first piece of advice would be not to wait until you are overwhelmed before getting a CRM!

When you are growing your business, you often tend to want to manage everything yourself, with your emails, your Excel files or simply from memory. But you quickly realise that this is not always efficient.

I also think you need to choose a simple tool that adapts to the way you work, not the other way round. The aim is not to add constraints, but really to make your day-to-day life easier.

And above all, you need to take the time to build it into your habits. A CRM is only useful if you actually use it!

For me, a good CRM should save us time, help us get better organised and allow us to focus on what matters most: our clients and the growth of our business.

Question 7. BONUS: In your dreams, if eKo were to develop one amazing feature, what would it be?

The dream? For eKo to automatically collect all the accounting documents our clients have been promising us "for tomorrow" for the past three months! 😄

And if it could also make sure every client sends us their documents before we need to chase them, then we would no longer be talking about a CRM, but a genuine technological miracle!

To conclude…

What rating (from 1 to 5 ⭐) would you give eKo?

⭐⭐⭐⭐⭐
Convinced? Now it's your turn to try eKo.

Customer story translated from French.