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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Homeflow serves as a cloud-driven platform designed specifically for estate and letting agents in the UK, integrating top-notch website design, lead generation capabilities, and comprehensive lead management software to enhance firms' abilities to secure property valuations, convert site visitors into inquiries, and optimize customer workflow processes. Central to the Homeflow experience is the provision of custom or template-based agency websites that are engineered for quick loading times, strong search engine rankings, and a professional display of property services. Furthermore, tools such as instant online valuations incentivize potential vendors and landlords to share their contact information in exchange for personalized property assessments, thus funneling qualified leads into the platform. The system also features a Lead Manager that consolidates inquiries across multiple channels, automates responses and profiling, prioritizes high-value leads, and delivers insights and analytics that enable agents to monitor their performance and enhance their follow-up strategies. Overall, this comprehensive suite empowers agents to work smarter and more efficiently, ultimately driving business growth in a competitive market.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

ChatGPT No 
Claude No 

Integrations

ChatGPT Yes 
Claude Yes 

Pricing Details

$197/month
Free Trial No 
Free Version No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Fiscal Flow

Founded

2024

Country

United Kingdom

Website

fiscalflow.uk

Vendor Details

Company Name

Homeflow

Founded

2006

Country

United Kingdom

Website

www.homeflow.co.uk

Product Features

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking No 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs No 
Drip Campaigns No 
Dynamic Content No 
Landing Pages / Web Forms No 
Lead Scoring No 
Sales Intelligence No 
Search Marketing No 
Segmentation No 
Social Marketing No 
Website Visitor Tracking No 

Product Features

Real Estate Agency

Calendar Management No 
Client / Property Matching No 
Client Database No 
Commission Management No 
Contact Management No 
Contract Management No 
Email Marketing No 
Flyer / Catalog Printing No 
Lead Management No 
Listing Management No 
Property Database No 
Website Management No 

Real Estate Marketing

Advertising Management No 
CMA No 
CRM No 
Contact Management No 
Email Marketing No 
Lead Generation No 
Listing Management / IDX No 
Presentation No 
Reporting / Analytics No 
SEO No 
SMS Marketing No 
Social Media Marketing No 
Virtual Tour No 
Website Builder No 

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