Increase lead conversion rate, automate accounting operations, and enhance your business growth with Kemo SaaS’s sales and marketing automation software.
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Organize your client’s data in one place, identify their needs, and build strong relationships through targeted campaigns. From lead capture to nurture to closing the deal, Kemo SaaS sales and marketing automation software do the hard work for you!
To collect and organize client data, manage interactions with clients, and track invoices and payment schedules.
To streamline communication with clients, track tax filing deadlines, and automate reminders for the deadlines.
Run marketing campaigns based on clients’ preferences, track leads, and measure the outcome of each campaign.
Access client profiles and provide necessary assistance to tackle the issues more effectively.
Create a professional website without any coding knowledge with the help of Kemo SaaS website builder. Use the drag-and-drop editor and choose pre-designed templates that are specifically designed for accountants, accounting firms, financial analysts, and other accounting professionals. Build custom forms and surveys and integrate them into your website to capture visitors’ information. Use landing pages with sales funnels to capture and monitor the visitor’s interactions and make adjustments to improve the conversion rate.
Store and organize the client’s data like name, phone number, address, tax history, and all interactions in a centralized location within the CRM for easy access. You can view and manage your clients through all stages of the pipeline. Organize and segment the client based on their interactions, subscriptions, preferences, etc. to offer them services that are curated specifically for them. Since the data is stored in one place, it helps your team work faster and meet tax deadlines quicker.
Effectively managing and nurturing a lead during tax season is highly significant in the accounting business. Don’t miss any leads with Kemo SaaS’s robust lead management tools which monitor every lead that is generated through landing pages, form submissions, and other interactions. Every lead is given respective priority based on its placement in the sales pipeline and activities. The personalized emails and SMS campaigns are automated to engage and nurture the lead.
Create, track, and manage appointments with your clients within the CRM. You can customize an appointment calendar for yourself concerning custom time slots so your clients may book an appointment with you accordingly. You can also create different calendars for different services such as bookkeeping, auditing, cost accounting, etc., set availability, booking windows, etc. Use booking links on your website or landing pages, or inside emails and SMS, so your clients can schedule a booking online. At the time of booking, you may also ask your client to pay a small deposit to ensure maximum walk-ins.
One of the time-consuming tasks for accountants is to manage subscriptions and payments but Kemo SaaS software for accounting has made it convenient for accounting professionals. It allows you to create custom subscription plans according to the needs of your clients. Since Kemo SaaS offers integration with Stripe and PayPal, you can enjoy seamless and fast payment processing with your clients. It automates invoice generation, payment collection, and receipt generation in a very secure interface.
Simplify repetitive sales, marketing, and customer service operations through automation. The data of every potential lead is collected through web forms, which is segmented based on the client’s interactions and attributes. You can utilize these data-driven insights to build and run targeted marketing campaigns, identify the lead interactions, and measure the progress of each campaign. Follow up with potential clients through automated emails and text messages and harness the conversion power of automated marketing tools.
Analyze the analytical reports to understand the performance of key metrics. Analytics tools help you generate specific reports for clients and internal use, monitor the website traffic, click-through rates, email open rates, etc. Analyze Google and Facebook ads reports including the number of impressions, clicks, and conversions while also tracking sales, revenue, and ROI generated through each campaign.
Streamline your accounting operations by integrating with accounting apps such as Xero, Freshbooks, Quickbooks, etc. A powerful and customizable CRM along with third-party accounting applications smoothly manages the workflow of accounting processes and boosts the efficiency of your accounting firm.
A complete analysis of your client’s performance and business turnover to create effective business strategies.
Timely responses and progress tracking of accounting operations in one place promote long-term relationships with clients.
Automating tasks such as sending notifications for tax filing deadlines, subscription renewals, and follow-ups for overdue payments can make your accounting operations work more effectively.
Reports on revenue and sales generated during a specific period help determine the business progress and make informed decisions.
Create custom forms to collect client’s data and let Kemo SaaS automate the client onboarding and save you lots of time.
Client’s documents such as invoices, receipts, contracts, and proposals are conveniently organized and managed in one place.
Managing accounting tasks in one place and assigning them to different team members to ensure the efficient completion of each task.
Combine sales, marketing, and automation services under one platform to streamline the workflow, and build strong client interactions.
Full access, Cancel Anytime
Full access, Cancel Anytime
When picking a CRM for accountants, the important features to look for are client management, lead management, marketing automation, and effortless integration with third-party accounting apps. The CRM should be stacked with automated tools to carry out your accounting operations smoothly and error-free.
Yes, Kemo SaaS offers integration with third-party accounting software including QuickBooks, Xero, Sage Accounting, Accounting Books, and more to ensure an organized view of client interactions and financial data and to streamline the accounting processes.
CRM tools are vital for automating accounting tasks and executing sales and marketing campaigns based on the segments of the targeted audience. With the help of these tools, you can effectively manage the client’s data, assign accounting tasks to different team members, track your business progress, and make informed decisions based on the gathered insights.
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