Captavi PlatformCaptavi
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CountingWorks ProClientWhys
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Related Products
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About
Designed to be fun and easy-to-use, Captavi helps make it easier for marketers and their internal and external clients to increase response rates, build web traffic, and most importantly generate more qualified sales leads. Unlike other similar software that requires extensive implementation, Captavi believes that you don't have to be certified to use the platform or feel like you have to have a Masters in Digital Marketing. Instead, intuitive interface gives you all the features you need to streamline project production, like Activity & News Feed, Event Calendar, Internal Blogs, Group Collaboration Tools, and much more.
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About
The CountingWorks Pro marketing software platform is built specifically for CPAs, tax accountants, enrolled agents and tax professionals, and provides easy, automated 360° marketing for your practice to generate more referrals, stay in touch with clients and build a five-star practice. Our suite of services includes custom-built websites, blogging & content, email marketing, search engine optimization, social media, lead & client management, reputation building, and a secure client portal (with appointment setting and eSign). Provide a personalized digital experience with a fully branded ClientHub and manage the entire client relationship all in one place. Expand your margins and generate more revenue with your existing client base with targeted client marketing campaigns. Put your growth on autopilot with fully automated digital marketing campaigns that drive more qualified traffic and turn visitors into qualified leads and clients.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
A full-circle solution for any size marketing or sales team looking to leverage what they have, without needing to add multiple complicated software.
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Audience
CPAs, tax accountants, enrolled agents and tax professionals seeking a tool to improve their workflows
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$175.00/month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCaptavi
Founded: 2001
United States
www.captavi.com
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Company InformationClientWhys
United States
www.countingworkspro.com
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Alternatives |
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Categories |
Categories |
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Content Management Features
Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management
Email Marketing Features
A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor
Marketing Automation Features
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
Registration Features
Activity Registration
Attendance Management
Badge Management
Calendar Management
Class Registration
Contact Management
Event Registration
Form Builder
Group Registration
Marketing Management
Online Registration
Onsite Registration
Payment Processing
Refund Automation
Self Check-In
Surveys & Feedback
Social Networking Features
Activity / News Feed
Advertising Management
Blogs
Data Security
Event Management
Group Management
Media Library
Privacy Options
Real-time Chat
Social Media Integration
Social Media Tagging
User Profiles
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Content Marketing Features
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
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Integrations
Facebook
Google Analytics
LinkedIn
Microsoft Outlook
PayPal
Salesforce
X (Twitter)
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Integrations
Facebook
Google Analytics
LinkedIn
Microsoft Outlook
PayPal
Salesforce
X (Twitter)
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