CountingWorks Pro

CountingWorks Pro

ClientWhys
MyLeadDashboard

MyLeadDashboard

Continuity Programs
+
+

Related Products

  • Aesthetic Insight
    10 Ratings
    Visit Website
  • 11x
    69 Ratings
    Visit Website
  • AestheticsPro
    721 Ratings
    Visit Website
  • Phonexa
    238 Ratings
    Visit Website
  • Canopy
    1,025 Ratings
    Visit Website
  • ArboStar
    564 Ratings
    Visit Website
  • Greatmail
    9 Ratings
    Visit Website
  • Nexo
    18,395 Ratings
    Visit Website
  • Docket
    59 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website

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

Meet the real estate industry’s simplest CRM software. Gain the key to growing your real estate business with MyLeadDashboard. Fully integrated with the most powerful multi-year client follow-up campaigns, MyLeadDashboard allows you to keep in touch with clients and contacts effortlessly. The easy-to-use marketing CRM was designed to save you time and money with automated campaigns that generate leads, referrals, and testimonials. You will realize three times more repeat business and 5+% more referrals. The system is designed to help you retain customers for life, all while measuring and monitoring customer satisfaction. This is where it all comes together. This intuitive, cloud-based CRM allows each real estate agent to keep track of his or her database and automatically generated leads. Activities are easily recorded and follow-up activities can be scheduled instantly, so you’ll never miss another potential lead.

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

Real estate CRM software for agents

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:

Review this Software

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

Continuity Programs
Founded: 1973
United States
www.continuityprograms.com/real-estate-marketing/

Alternatives

Alternatives

AdvisorStream

AdvisorStream

Broadridge Financial Solutions
MyCRMDashboard Mortgage CRM

MyCRMDashboard Mortgage CRM

Continuity Programs
Unify CRM

Unify CRM

Unify

Categories

Categories

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

No info available.

Integrations

No info available.
Claim CountingWorks Pro and update features and information
Claim CountingWorks Pro and update features and information
Claim MyLeadDashboard and update features and information
Claim MyLeadDashboard and update features and information