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Average Ratings 0 Ratings

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ease
features
design
support

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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

e-Relationship serves as your around-the-clock digital marketing assistant, enabling seamless communication with clients and prospects without the need to spend countless hours at a computer. While you focus on driving sales, we efficiently manage all the intricate details! Our comprehensive digital marketing suite ensures continuous engagement through a robust array of automated email marketing, social media marketing, and website development services. Whether your goal is to enhance your brand, convert leads into clients, or create a high-performing website that boosts productivity, e-Relationship offers a user-friendly and cost-effective all-in-one solution! With a rich library of pre-designed, compliance-approved email templates at your disposal, you can easily communicate with your audience. As a prominent provider of technology-driven email communication solutions tailored for the clients and prospects of banks, insurance agencies, and financial service firms, e-Relationship sets the standard in the fintech industry while delivering exceptional results. With our expertise, you can elevate your marketing efforts to new heights, ensuring that your outreach is as effective as possible.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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

Identity Branding

Country

United States

Website

www.e-relationshipplus.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

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

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