Leverage intelligent action-based workflows to automatically add or remove a customer from a campaign, make pipeline stage changes based on a lead's activity, or move clients from one pipeline to another to start sending referral promotions after they've filed. You can truly build a completely automated customer management machine with Taxify360 workflows.
✦ Feature 01 · Time-Saving
One of the biggest time savers is automating all the little things that suck up your time in the office. Manually sending appointment confirmations is a thing of the past. If there's a task your employees hate doing, remove their frustrations by automating it and let them spend their time more effectively.
ENROLL NOW ›✦ Feature 02 · Smart Logic
Taxify360 workflows are intelligent enough to work with conditional logic. You can tell the system to send directions if a client books an in-person appointment, or a Zoom link if they book a virtual one. You can branch by filing type, location, answer to a form field, and much more — the possibilities are truly endless.
ENROLL NOW ›✦ Feature 03 · Ad Integration
Integrate your Facebook account with Taxify360 to unlock powerful advertising automation features. Add or remove leads from Custom Audiences automatically based on their behavior, and capture leads directly from your Facebook advertisements straight into your CRM — no manual importing needed.
ENROLL NOW ›