Marketing Automation

Marketing automation is built into all levels of ClientWhys Connect.

Marketing Automation is simply a software platform that lets you automate daily tasks such as sending client newsletters, birthday wishes, appointment and due date reminders, and much more. The bottom line is it helps busy tax and accounting professionals automate their day, saving them thousands in labor costs and improving results.

Our goal with marketing automation is simple: to make you look good with a minimal amount of effort on your part. The ROI from increased referrals and fewer missed appointments pays for the system all by itself.

More Qualified Leads

Businesses that use marketing automation to nurture prospects experience a 451% increase in qualified leads.(The Annuitas Group)

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