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Average Ratings 0 Ratings

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ease
features
design
support

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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

Optimiser offers every business a unique, customizable solution to improve and streamline their processes. Optimiser's intuitive interface and expert support team seamlessly integrates a set of tools that your CRM and other departments need with your day-to-day operations. With powerful CRM, you can create valuable user profiles and innovate the way that you manage customer relationships. Pipeline drives strong prospect management. Data analytics enable business decisions. Contacts and accounts create data-driven profiles. Collaborative team calendar. All the features you need to achieve growth, all in one platform. Companies of all sizes can increase revenue, improve processes, and achieve tangible results with comprehensive, easy-to-customize business management software. Strong sales strategies, prospect insight, automations, and accelerated deal closing can all help to boost your sales team's performance.

API Access

Has API

API Access

Has API

Screenshots View All

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Integrations

Google Cloud Platform
Microsoft Outlook

Integrations

Google Cloud Platform
Microsoft Outlook

Pricing Details

$197/month
Free Trial
Free Version

Pricing Details

£25 per user per month
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

Optimiser

Founded

2020

Country

United Kingdom

Website

www.optimiser.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

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

Event Management

Attendee Management
Badge Management
Conferences / Conventions
Exhibit / Vendor Management
Gamification
Room Block Management
Social Media Promotion
Sponsorship Management
Surveys & Feedback
Ticketing
Volunteer Management
Weddings / Parties

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

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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