Related Products
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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.
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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.
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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
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
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Audience
Enterprises searching for a CRM platform to manage their operations, improve performance, and increase sales
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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 VideosNo images available
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Screenshots and Videos |
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Pricing
$197/month
Free Version
Free Trial
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Pricing
£25 per user per month
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 InformationFiscal Flow
Founded: 2024
United Kingdom
fiscalflow.uk
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Company InformationOptimiser
Founded: 2020
United Kingdom
www.optimiser.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Integrations
Google Cloud Platform
Microsoft Outlook
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