Staying on top of your sales process is key to continually growing your tax business. With our opportunities pipeline display you can build and create your customized pipeline and workflow to make sure your leads can move smoothly through to the next step to becoming a new customer.
✦ Feature 01 · Automation
You can use pipelines purely for organizational purposes or you can automate actions that fire off once a client reaches a certain stage in the pipeline. Send documents, get alerts, and many more time-savers are possible with pipelines.
ENROLL NOW ›✦ Feature 02 · Organization
With a few clicks you can drop someone into a new pipeline stage and organize your pipeline at the end of the day. You can assign a client to an employee based on what stage they are in as well.
ENROLL NOW ›✦ Feature 03 · Tracking
At the end of the pipeline you can mark whether the opportunity was won, lost, or abandoned. This is very helpful for tracking your close rate and knowing if your business processes need improvement.
ENROLL NOW ›