Manage prospects with one-click to client conversion

Integrated lead capture and tracking to closure

One-click to convert a lead to a customer

Schedule reminders for follow-up

Capture and track communication preferences and referral channels

How to use?

Navigate to Leads

This interface provides access to view and follow-up all the existing leads, and option to add new leads

Leads can also be captured by including a tax office specific link in other social media pages

This link is available in the settings page of the tax office admin

A lead captures the name, email, phone number, preferred communication method and referral channel

There are options to follow-up on a lead, convert a lead to client with a single click, delete or edit an existing lead

There is also option to filter and download the leads to various marketing team members for follow-up