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Average Ratings 125 Ratings

Total
ease
features
design
support

Description

Marketing tunnel vision and solutions that don't work are gone. Say hello to a flexible, turnkey platform that makes it easy to make seamless, omnichannel experiences for every customer, from the first to the last touchpoint. Ai-Intelekt implements hyper-personalization, prescriptive analytics, customer journey analytics, & closed-loop integration. Hyper-personalization allows you to create deeply personalized customer journeys of your brand through coordinated, informed actions & campaigns. You can track the journey of each lead and customer to ensure you know their preferred messaging, purchase history, and background. Predictive analytics Use true artificial intelligence (AI) to take control of your customer's lifetime worth. Forecasts are based on behavioral data and historical sales.

Description

A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. Organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).

Description

Zoho CRM offers a simple and clean interface layout with a variety unique features that increase lead conversion rates. The CRM has an intuitive dashboard that allows you to run'macros' that will streamline the way a lead is contacted. This will also allow you to track the progress of a sale. Administrators can monitor missed opportunities, best performing agents, and make business-impacting decision using the sales report function.

API Access

Has API

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Screenshots View All

Integrations

Armour365
CallTrackingMetrics
Enerflo
Evernote
GTR
InfiBot
LinkedIn Sales Navigator
LoginRadius
MOCEAN
Microsoft Office 2021
Sales Cookie
SocialSign.in
Sourcetable
Squaretalk
WOZTELL
Yellow.ai
Zoho Recruit
Zoho Show
Zoho Survey
iPaaS.com

Integrations

Armour365
CallTrackingMetrics
Enerflo
Evernote
GTR
InfiBot
LinkedIn Sales Navigator
LoginRadius
MOCEAN
Microsoft Office 2021
Sales Cookie
SocialSign.in
Sourcetable
Squaretalk
WOZTELL
Yellow.ai
Zoho Recruit
Zoho Show
Zoho Survey
iPaaS.com

Integrations

Armour365
CallTrackingMetrics
Enerflo
Evernote
GTR
InfiBot
LinkedIn Sales Navigator
LoginRadius
MOCEAN
Microsoft Office 2021
Sales Cookie
SocialSign.in
Sourcetable
Squaretalk
WOZTELL
Yellow.ai
Zoho Recruit
Zoho Show
Zoho Survey
iPaaS.com

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$58 per month
Free Trial
Free Version

Pricing Details

$14.00/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Ai-Intelekt

Founded

2024

Country

United States

Website

www.aiintelekt.com

Vendor Details

Company Name

TaxDome

Founded

2017

Country

United States

Website

taxdome.com

Vendor Details

Company Name

Zoho

Founded

1996

Country

United States

Website

www.zoho.com/crm/

Product Features

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Customer Journey Mapping Tools

Action Management
Attribution Modeling
Behavioral Analytics
Collaboration
Customer Profiles
Data Import / Export
Predictive Analytics
Surveys & Feedback
Templates

Personalization

A/B Testing
Abandoned Cart Saver
Account Based Marketing
Behavioral Targeting
Campaign Segmentation
Content Analytics
Contextual Targeting
Customer Profiles
Experience Management
Recommendation Engine
Website Personalization

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

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