Pipeline
Build Forms and Funnel Pages to Capture Leads.
User Automated SMS, Email, Phone Calls, Voicemails, and Facebook Messages to nurture leads through Custom Pipelines.
Pre-Built Workflows, Landing Page Templates, and Campaigns For Tax Firms.
Converse with leads and clients via text, phone, and more!
Tax Firm Follow Up
Two-Way Texting
Pipeline
Scheduling
Text to pay and so much more!
Build Forms and Funnel Pages to Capture Leads.
User Automated SMS, Email, Phone Calls, Voicemails, and Facebook Messages to nurture leads through Custom Pipelines.
Pre-Built Workflows, Landing Page Templates, and Campaigns For Tax Firms.
Converse with leads and clients via text, phone, and more!
Flexx Cloud Automation is a comprehensive automation platform designed to streamline your business operations. It offers a range of features to help you automate tasks, manage client interactions, schedule appointments, and run marketing campaigns efficiently. By using Flexx Cloud Automation, you can save time, improve client engagement, and boost your revenue.
Yes, Flexx Cloud Automation is highly customizable. You can tailor the platform to match your unique business requirements. Whether you're a tax professional, marketer, or any other type of business owner, you can adapt the platform to suit your workflows and objectives.
Flexx Cloud Automation offers a comprehensive CRM system that simplifies client management. You can keep track of client interactions, store important documents securely, and manage appointments all in one place. This streamlined client management process helps you provide better service and maintain strong client relationships.
Yes, Flexx Cloud Automation provides robust marketing automation tools. You can create and automate marketing campaigns, nurture leads, and engage with your audience effectively. These features enable you to stay connected with your clients year-round and drive business growth through targeted marketing efforts.
Absolutely! Flexx Cloud Automation is designed to be user-friendly for beginners while offering advanced features for experienced users. Whether you're new to automation platforms or an expert, you'll find Flexx Cloud Automation easy to navigate and leverage to improve your business operations.
"As a tax firm owner, it is always important to know the numbers and statistics in your company. To know your best clients, programs, and what is working or not working. Many of us spend years and thousands of dollars on software that we think will help, and spend too much money, time, and effort to implement it. If we can’t understand it all, we have to invest/pay another person to understand and implement it all.
As a subscriber to multiple software platforms to keep our Tax Firm at the forefront of the industry, I can truly say that this software makes my job as the CEO a simpler one. meaning that I can see new clients coming in from multiple resources. Our company follow Headlines up, conversions, current client’s information, sales, and special offers in one Image place."
Flexx Cloud Automation is a comprehensive automation platform designed to streamline your business operations. It offers a range of features to help you automate tasks, manage client interactions, schedule appointments, and run marketing campaigns efficiently. By using Flexx Cloud Automation, you can save time, improve client engagement, and boost your revenue.
Yes, Flexx Cloud Automation is highly customizable. You can tailor the platform to match your unique business requirements. Whether you're a tax professional, marketer, or any other type of business owner, you can adapt the platform to suit your workflows and objectives.
Flexx Cloud Automation offers a comprehensive CRM system that simplifies client management. You can keep track of client interactions, store important documents securely, and manage appointments all in one place. This streamlined client management process helps you provide better service and maintain strong client relationships.
Yes, Flexx Cloud Automation provides robust marketing automation tools. You can create and automate marketing campaigns, nurture leads, and engage with your audience effectively. These features enable you to stay connected with your clients year-round and drive business growth through targeted marketing efforts.
"As a tax firm owner, it is always important to know the numbers and statistics in your company. To know your best clients, programs, and what is working or not working. Many of us spend years and thousands of dollars on software that we think will help, and spend too much money, time, and effort to implement it. If we can’t understand it all, we have to invest/pay another person to understand and implement it all.
As a subscriber to multiple software platforms to keep our Tax Firm at the forefront of the industry, I can truly say that this software makes my job as the CEO a simpler one. meaning that I can see new clients coming in from multiple resources. Our company followHeadlines up, conversions, current client’s information, sales, and special offers in one place."