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Description
Fiscal Flow is an all-in-one growth and marketing system designed exclusively for accountants and CPA firms. It helps firms replace manual, inconsistent marketing with automated systems that deliver predictable lead flow. By focusing on organic search visibility, Fiscal Flow eliminates the need for expensive Google Ads while building long-term rankings. The platform uses AI to instantly respond to missed calls, engage prospects, and book appointments directly into your calendar. A built-in CRM provides full visibility into your pipeline, showing exactly which leads are progressing and which are stuck. Fiscal Flow also re-engages old prospect lists, frequently converting previously inactive leads into new clients. Automated review requests help firms build a strong online reputation without extra effort. Social media scheduling tools allow firms to manage their brand presence from a single dashboard. Calendar automation removes back-and-forth emails and saves hundreds of hours each year. With minimal technical involvement required, Fiscal Flow delivers measurable growth through proven systems.
Description
The Holden Adaptive PlatformTM fosters successful sales practices by utilizing behavioral metrics that facilitate transformation and enhance value for each salesperson. A thorough understanding of accounts enables your team to identify opportunities for growth and boost revenue potential. Our cloud-based Account Planning Tool offers a comprehensive overview of current relationship status, identifies existing gaps, and outlines strategies for driving growth. This innovative software allows sellers to set clear financial objectives for specific accounts. In instances where goals may be unclear or vague, the tool aids in clarifying these by evaluating historical performance, current financial targets, potential gains, and market competition. Experience the transformative power of our proven methods through interactive online deal simulations that can be accessed from your desktop or tablet, allowing for a practical application of these strategies in real-time. With the Holden Adaptive PlatformTM, your team can cultivate effective sales habits that lead to lasting success.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Microsoft Dynamics 365
Salesforce
Pricing Details
$197/month
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
Fiscal Flow
Founded
2024
Country
United Kingdom
Website
fiscalflow.uk
Vendor Details
Company Name
Holden International
Founded
1979
Country
United States
Website
www.holdenintl.com
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
Product Features
Account Planning
Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis
Sales Coaching
Assessments
Audio / Video Conferencing
Built-In Course Authoring
Call Recording
Gamification
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics