Managing your prospects and customers has never been easier with Taxify360's contact management. Easily tag, sort, filter, and create lists of specific types of contacts within Taxify360 to keep yourself and your team organized.
✦ Feature 01 · Smart Lists
Easily filter contacts into smart lists so your team can pull up a list of contacts and easily tag them, send out bulk emails or text messages, or add them to the dialer system.
ENROLL NOW ›✦ Feature 02 · Organization
Tag your contacts with specific labels manually or through automations to keep yourself and your team organised. Tags make it simple to segment your client base and target the right people with the right message at the right time.
ENROLL NOW ›✦ Feature 03 · Campaigns
Take a list of contacts and add them into an automated campaign, marketing sequence, or "drip" campaign with a few clicks. Bulk actions let you move fast — send a mass SMS, launch an email blast, or push contacts into a workflow without touching each record individually.
ENROLL NOW ›