Client Relationship Management (CRM)-
Better Informed Better Prepared
- Fully integrated with FrontOffice phone solution. Incoming calls will show the last three activities with the caller
- Stay in touch effortlessly
- ATX, Drake and Taxwise clients automatically updated to the CRM dailey
- Increase your Revenue with Automatic Tax Time Reminders, Birthday Wishes, Holidays and more
- Remind your clients about appointments automatically (email or SMS text)
- Schedule appointments automatically (email or SMS text)
- Know before you answer, Incoming calls will show the last activities with the caller
FrontofficeCRM will increase your client retention and gain your clients trust by meeting their needs, staying in touch, celebrating important moments (Birthdays, Holidays), and keeping them informed via email, text, or a phone call about appointments, tax reminders ,tax deadlines and other events.
Contact management, campaign management as well as email and SMS tracking with an easy-to-use dashboard and many more features. FrontOfficeCRM integrates with ATX, Crosslink, Drake and Taxwise but can easily import data from many other tax companies as well. This is part of your FrontOffice solution.
Our dashboard allows you to see immediately how many Scheduled Emails, Scheduled SMS, Scheduled Calls, Scheduled Notes and Scheduled Appointments you have for today. Contact Activities will show you all the current emails or SMS traffic to and from clients including appointments, birthday wishes or other events you have scheduled for today. The history allows you to go back as far you need.
Appointment Calendar
The calendar feature let’s you see all scheduled appointments and their statuses for any given month, week, or day. Also, the calendar can integrate with your Outlook or Google Calendar.
Contact Details
Whether you are writing Notes sending SMS messages or emails everything for each client is documented. Schedule appointments, calls, SMS, and emails that go out automatically to save you time and provide consistency that is hard to match
