2. Gain New Clients
⢠Determine what your potential
clientsâ needs are before they even
book an appointment.
⢠View their link and web tracking
information in easy-to-read reports
to help better cater to their needs.
3. Easily Manage Contact Data
⢠Any contact data received will be
automatically stored in a contact
relationship manager for further
use.
⢠Collected information can be used
to personalize future
communications with them.
4. Automate Client Appointment
Reminders
⢠Easily remind clients when their
appointments are by scheduling
automated reminders.
⢠Reminders can be sent to each
clientâs preferred contact method.
5. Optimize Your Social Media Presence
⢠Automate your social media posts
to maintain a strong and
consistent social media presence.
⢠Clients and prospective clients can
remain engaged with your firm and
you can develop loyalty by
interacting with them.
6. Engaging with SMS Keywords
⢠Have clients and potential clients
text your shortcode to receive
helpful accounting tips from your
firm.
⢠Answers to texts can be pre-
written and automated to send
whenever someone sends a text to
the shortcode.
7. Newsletters Keep Clients In the Loop
⢠Have clients opt in to receive
regular newsletters from your firm.
⢠Automate the sending of the
newsletters and tailor them
automatically to suit each clientâs
interests.
8. Gain Feedback From Surveys
⢠Easily follow up with clients after
their appointment with an
automated survey.
⢠Clients feel valued and any data
collected helps you to improve
your processes to better serve
future clients.