CountingWorks ProClientWhys
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INES CRMINES
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Related Products
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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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About
Manage your existing clients and prospects in an efficient way. Optimize your relationship with them and centralize every interaction. Boost growth by selling more! Manage leads and opportunities, develop and send quotations. Automate your marketing actions, create campaigns, manage qualified leads and align your sales and marketing efforts. Create projects from customized models, plan your calendar and your GANTT. Manage your resources set up time management and get activity reports. Monitor your sales, purchases and stock, control your cash flow and get commercial strategy performance indicators.
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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
CPAs, tax accountants, enrolled agents and tax professionals seeking a tool to improve their workflows
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Audience
CRM solution for businesses
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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
No information available.
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 InformationClientWhys
United States
www.countingworkspro.com
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Company InformationINES
Switzerland
www.inescrm.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
Salezeo
Webmecanik
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