CountingWorks Pro

CountingWorks Pro

ClientWhys
INES CRM

INES CRM

INES
+
+

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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

CPAs, tax accountants, enrolled agents and tax professionals seeking a tool to improve their workflows

Audience

CRM solution for businesses

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ClientWhys
United States
www.countingworkspro.com

Company Information

INES
Switzerland
www.inescrm.com

Alternatives

Alternatives

AdvisorStream

AdvisorStream

Broadridge Financial Solutions
Direct Focus CRM

Direct Focus CRM

Direct Focus
Unify CRM

Unify CRM

Unify
Aurea CRM

Aurea CRM

Aurea

Categories

Categories

CRM

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

Integrations

Salezeo
Webmecanik

Integrations

Salezeo
Webmecanik
Claim CountingWorks Pro and update features and information
Claim CountingWorks Pro and update features and information
Claim INES CRM and update features and information
Claim INES CRM and update features and information