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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
Forge enduring connections that stand the test of time through the power of data intelligence and multi-faceted marketing approaches. The evolving landscape of CRM emphasizes Relationship Engagement, and Usherpa exemplifies simplicity in this domain. With our seamless and reliable platform combined with advanced data intelligence, we unlock opportunities that are worth your investment. When equipped with the right resources, fostering repeat business and securing lifelong referrals becomes a straightforward endeavor. Usherpa is the ultimate CRM solution you will ever need. Say goodbye to the bland and uninspiring content of the past; Usherpa delivers tailored, localized, and automated narratives crafted by industry experts that truly resonate with your leads, clients, and partners, ensuring meaningful and productive relationships endure. Eliminate any anxiety regarding your success! Usherpa’s user-friendly CRM showcases opportunities in an accessible format, providing all the essential tools to keep you on your clients' radar, attract referrals, and expand your business. Moreover, Usherpa designs a marketing strategy that aligns seamlessly with your workflows, ensuring your sales pipeline remains consistently full and vibrant. This approach not only streamlines your processes but also enhances your ability to connect with your audience in a genuine way.
API Access
Has API
API Access
Has API
Integrations
Axis LMS
Sales Boomerang
TrustEngine
Zapier
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
Usherpa
Founded
2008
Country
United States
Website
usherpa.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
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
