ClientWhys Product Update - Applications for the Mobile Web

If you have been following the downs of Facebook and the highs of Apple, you have read about the emergence of mobile and tablet devices as a primary form of communication going forward. Studies suggest that in 2013, over 50% of email and searching will start from mobile devices. We identified this trend last year when we started the revamp of our suite of web applications. We started from the ground up and have redesigned our platform for the modern web. The challenges we faced through this upgrade have been numerous, given the huge advancements in browser capabilities and the never-ending assortment of screen sizes. But we are delivering a system that is easier to use and built for marketers of the future, not the past.

As developers, we asked ourselves two questions: How can we make our product easier-to-use, and how will our new platform perform in the modern web architecture? In the process of finding answers, we have become experts in responsive website design and fluid email. What that means in plain English is that our applications are designed to fit into multiple screen sizes, without having to program separate interfaces for each one. This keeps your user experience similar no matter what devices you are using, mobile through desktop.

Now the BIG NEWS!

We analyzed all of our applications and have combined them into two offerings: ClientWhys Connect, which will include customer relationship management (CRM), personalized client portals, and client communication tools, and ClientWhys Connect Plus, which will integrate our website editor and social media feeds into a one complete system. Whether we host your website or not, we have a suite of applications that provide everything you need to market your brand, manage your practice, and securely communicate with clients online.

Launch Dates and Progress Report

Portal Launch - September 2012

Introducing ClientWhys Connect, a New Client Portal for Accounting and Financial Service Professionals.

ClientWhys Connect is the best way for clients to access your advice and documents and to ask additional questions. All correspondence is stored in the same thread, eliminating the hassle of searching email for the latest client reply.

ClientWhys uses the same SSL technology to secure documents as online banks use for keeping your money safe. Our drag-and-drop feature easily allows you to upload multiple documents at one time. Better yet, you can download all files in a conversation at one time. Eliminate the panicked client requests for copies of tax returns after hours. No file size limits. No stress.

For current customers, we have created an import tool that will move over your existing lockbox and newsletter client database. Please contact us if you are interested in upgrading, and we will start the migration process. New packages start at just $25 per month.

Website Editor Launch - November 2012

We started from the ground up, loading responsive website designs that are built for the mobile world. We simplified the navigation and redesigned the website editor so anyone can manage your content. No more costly programmers, update delays, or poor design. The quality of your website directly affects the value prospects and what clients see in your service offering. Attract scores of high-quality leads with our integrated content feed, automated social media posting, and search results. Since we stay up-to-date with the latest browser standards and Google search algorithms, your website doesn't become dated six months after your launch. We have eliminated the set-up fee and have increased the storage capacity. Legacy clients are invited into the new platform on an appointment basis. New packages start at just $40 per month.

Client Communication - December 2012

Now more than ever, it's important to send emails that are relevant to your readers. The ClientWhys email platform is connected directly to your marketing contacts database, so it can make your content more personalized and your emails more likely to be opened and acted upon by your leads. We are loading fluid newsletter templates that will drive more opens on mobile devices. Our marketing communication system will help automate your newsletter program. Just turn it on, set up your preferences, and let it run. It is that easy. With new content loaded every week, you have access to a huge library of pre-researched and pre-proofed articles. No other system on the market gives you this much power for the price. This will be a free add-on for all ClientWhys Connect base users.

The ClientWhys all-in-one marketing platform helps more than 1,000 professionals retain clients, attract new leads, and convert them into lifelong clients. Specializing in professionals that need marketing help, ClientWhys aims to help independent professionals like CPAs, tax accountants, and mortgage professionals make marketing decisions that drive results.

The ClientWhys all-in-one marketing platform helps more than 1,000 professionals retain clients, attract new leads, and convert them into lifelong clients. Specializing in professionals that need marketing help, ClientWhys aims to help independent professionals like CPAs, tax accountants, and mortgage professionals make marketing decisions that drive results.

  • Lee Reams II

  • I am a marketing junkie who has spent the last 20 years developing and executing "best in class" word-of-mouth marketing campaigns. With over 10,000 happy clients I think we are on to something. The explosion in web marketing and social media have redefined the way independent professionals market their practices. Follow my blog to see if you can take some of our actionable ideas to market your own practice.

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