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About

Fiscal Flow is an automated marketing platform built specifically to help accountants and CPA firms generate consistent, qualified leads. It replaces unpredictable growth tactics with structured systems that make firm growth visible and predictable. The platform uses automated SEO, AI-powered lead engagement, and CRM tracking to attract and convert prospects without relying on paid ads. Fiscal Flow instantly follows up on missed calls via AI text messaging, ensuring no enquiry is lost. It also reactivates old prospect lists, often turning dormant leads into high-value clients. Built-in calendar booking and pipeline visibility eliminate manual scheduling and spreadsheet tracking. With everything running in the background, Fiscal Flow allows accountants to focus on client work while growth happens automatically.

About

Optimiser provides every type of business a unique and customizable solution to enhance and streamline their processes. An integrated set of tools for your CRM and other vital departments blends seamlessly with your day to day operations, guided by Optimiser's expert support team and an intuitive interface. Grow valuable user profiles and innovate the way you manage customer relationships with powerful CRM. Pipeline drives strong prospect management. Data analytics inform insightful business decisions. Contacts and accounts build data-driven profiles. Collaborative team calendar. Every feature you need to attain growth, integrated on a single platform. Comprehensive, simple and fully-customizable business management software allows companies of any size to increase revenue, enhance processes and deliver tangible results. Boost your high-performing sales team using strong sales strategies, prospect insights, automations and accelerated deal closure.

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

Fiscal Flow is ideal for accountants, CPAs, and accounting firm owners who want predictable, automated client acquisition without relying on paid ads or manual marketing

Audience

Enterprises searching for a CRM platform to manage their operations, improve performance, and increase sales

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

No images available

Screenshots and Videos

Pricing

$197/month
Free Version
Free Trial

Pricing

£25 per user per month
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

Fiscal Flow
Founded: 2024
United Kingdom
fiscalflow.uk

Company Information

Optimiser
Founded: 2020
United Kingdom
www.optimiser.com

Alternatives

Boolment CRM Software

Boolment CRM Software

Boolment Software Development

Alternatives

Ringy

Ringy

Kovacs Systems
Dootax

Dootax

Finnet

Categories

Categories

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

CRM Features

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 Features

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

Project Management Features

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

Integrations

Google Cloud Platform
Microsoft Outlook

Integrations

Google Cloud Platform
Microsoft Outlook
Claim Fiscal Flow and update features and information
Claim Fiscal Flow and update features and information
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