Tax Nitro Features

Cutting edge technology and marketing intelligence all in one simple to use platform.  Grow your business this year with the Tax Nitro CRM.

What Software Can Tax Nitro Replace? 

☑️ Active Campaign

☑️ Skipio

☑️ Textellent

☑️ Google Sheets

☑️ CallDrip

☑️ SlyBroadcast

☑️ CallRail

☑️ ClickSend

☑️ PipeDrive

☑️ MailChimp

☑️ Reputation Managment

☑️ And So Much More!

Improve Internal & External Communication

With our built in two-way communication channel you can make sure your contacts never miss important information and your team can track every conversation.  Tag other team members when follow up tasks are required of them to complete directly inside of Tax Nitro

Intelligent Action Based Triggers

Automatically move contacts into different stages all based on their activity.  Send follow up emails and confirmations all without having to push a single button.

The Only Tool You’ll Ever Need

 

Account Dashboard

With a centralized account dashboard you can view your entire business at a glance.  See how many customers are in each stage of your pipeline.  View and manage upcoming tasks.  Review your marketing conversion rates from leads into customers.  Get live updates of your business reviews and so much more.

Account Dashboard

With a centralized account dashboard you can view your entire business at a glance.  See how many customers are in each stage of your pipeline.  View and manage upcoming tasks.  Review your marketing conversion rates from leads into customers.  Get live updates of your business reviews and so much more.

Conversations

Tax Nitro features a dedicated conversations channel to help you keep in contact with your customers.  Two-way SMS and email communications so you never have to use the office cell phone or a 3rd party app to receive and send text messages to your customers.  With an additional feature to plug directly into your Facebook page you can be sure to keep every interaction with your valued clients in one easy to use location

Conversations

Tax Nitro features a dedicated conversations channel to help you keep in contact with your customers.  Two-way SMS and email communications so you never have to use the office cell phone or a 3rd party app to receive and send text messages to your customers.  With an additional feature to plug directly into your Facebook page you can be sure to keep every interaction with your valued clients in one easy to use location

Opportunities Pipeline

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 work flow to make sure your leads can move smoothly through to the next step to becoming a new customer.

Opportunities Pipeline

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 work flow to make sure your leads can move smoothly through to the next step to becoming a new customer.

Marketing

Leverage our campaign builder to create professional and automated marketing workflows.  Send out emails and text messages directly to your customers through a scheduled sequence.  With additional abilities like creating tasks for your team, delay events and voicemail drops, your capabilities are limitless when it comes to moving your leads through a high converting sequence.

Marketing

Leverage our campaign builder to create professional and automated marketing workflows.  Send out emails and text messages directly to your customers through a scheduled sequence.  With additional abilities like creating tasks for your team, delay events and voicemail drops, your capabilities are limitless when it comes to moving your leads through a high converting sequence.

Scheduling

Create an online calendar and appointment types to let your customers schedule directly with your office.  Our calendar can sync directly with the most common calendar solutions like Google calendar and Outlook.  Configure multi-bookings, time length, availability and so much more.  Leverage our appointment confirmation sqeuence through the marketing dashboard to automatically send confirmations and reminders to make sure your customers arrive on time

Scheduling

Create an online calendar and appointment types to let your customers schedule directly with your office.  Our calendar can sync directly with the most common calendar solutions like Google calendar and Outlook.  Configure multi-bookings, time length, availability and so much more.  Leverage our appointment confirmation sqeuence through the marketing dashboard to automatically send confirmations and reminders to make sure your customers arrive on time

Phone Calls

Keeping on top of your staff is a crucial part of business.  So many tax offices undervalue the importance of being able to listen to how your customers are being talked to.  Simple things like are your callers sharing the correct promotional information, are they asking for the appointment and are they asking for referrals?  The most valuable part of recording and monitoring your calls is the internal training.  You’ll be able to identify any weaknesses and strengthen them up to ensure your team is closing more deals and bringing in more customers than ever before.

Phone Calls

Keeping on top of your staff is a crucial part of business.  So many tax offices undervalue the importance of being able to listen to how your customers are being talked to.  Simple things like are your callers sharing the correct promotional information, are they asking for the appointment and are they asking for referrals?  The most valuable part of recording and monitoring your calls is the internal training.  You’ll be able to identify any weaknesses and strengthen them up to ensure your team is closing more deals and bringing in more customers than ever before.

Triggers

Leverage intelligent action based triggers 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 them referral promotions after they’ve filed.  You can truly build a completely automated customer management machine with our triggers section.

Triggers

Leverage intelligent action based triggers 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 them referral promotions after they’ve filed.  You can truly build a completely automated customer management machine with our triggers section.

Ready To Get Started?

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