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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

The CountingWorks Pro marketing platform was specifically designed for CPAs, tax accountants and tax professionals. It provides easy, automated 360deg marketing to your practice to generate more clients, stay in touch and build a five-star business. Our services include custom-built websites, content, email marketing and search engine optimization. We also offer reputation building, lead management, reputation building, reputation management, and a secure client portal with appointment setting and eSign.

Description

Efficiently handle your current clients and potential customers by enhancing your interactions and consolidating all communications. Accelerate growth by increasing your sales! Oversee leads and opportunities, and generate and distribute quotes. Streamline your marketing initiatives by creating campaigns, managing qualified leads, and synchronizing your sales and marketing strategies. Design projects using tailored templates, organize your schedule, and utilize GANTT charts for planning. Supervise your resources, implement effective time management practices, and generate comprehensive activity reports. Keep track of your sales, purchases, and inventory, maintain oversight of your cash flow, and obtain key performance indicators for your commercial strategies. Additionally, leverage data analytics to refine your approach and foster long-term client relationships.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salezeo
Webmecanik

Integrations

Salezeo
Webmecanik

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

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

Vendor Details

Company Name

ClientWhys

Country

United States

Website

www.countingworkspro.com

Vendor Details

Company Name

INES

Country

Switzerland

Website

www.inescrm.com

Product Features

Content Marketing

Audience Targeting
Brand Management
Campaign Management
Categorization / Grouping
Conversion Tracking
Distribution Management
Editorial Calendar
Multi-Channel Publishing
Publish Scheduling
SEO Management
Social Media Management
Video 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

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