Client Relationship Management (CRM)-
Better Informed Better Prepared
- Stay in touch effortlessly
- Celebrate important moments. (Birthdays, Holidays)
- Keep your clients informed automatically (email or SMS text)
- Schedule appointments automatically (email or SMS text)
- Remind your clients about appointments automatically (email or SMS text)
- AI Search will allow you easier access to data
- Incoming calls will show the last activity with the caller
FrontofficeCRM helps you 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 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 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.
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
