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The Abundant Accountant Sales App comes pre-loaded with content like videos, PDFs of useful articles, prewritten text messages, long-running email campaigns and more, ready to share with your prospects in just a few clicks from anywhere you are!
Easily load your own links to articles, emails, videos and more into your library, then share them with people seamlessly via email, text, or on social media.
Your prospects' activities are tracked, so when they check out what you’ve sent them, you’ll get notified in real-time; for the simplest follow up ever. No more chasing prospects and no more leads slipping through the cracks.
Get an overview of your firm right on the dashboard. See all your current sales and prospect stats at a glance, in real-time. Never let a lead fall through the cracks ever again with built in follow up!
Filled with helpful resources to send your prospects like useful articles, videos, prewritten texts, email campaigns and more, ready to share instantly via email, text or social. All delivered via custom pages personalized to you and your focus, whether it’s tax planning, profit coaching, monthly bookkeeping and accounting services, or tax resolution!
Staying in touch with a prospect who has not engaged your firm is simpler than ever, with ready-to send email campaigns written by The Abundant Accountant team and partners. These short friendly emails are personalized from you and share resources that continue to educate and build on the know, like, trust factor.
The Hot List algorithm is a powerful time-saver that always shows you the most interested contacts first, so you know exactly who to spend your time with and don’t waste energy on the “tire kickers”.
Click on any contact to instantly view what you’ve sent them and see what actions they’ve taken.
Get an overview of your firm right on the dashboard. See all your current sales and prospect stats at a glance, in real-time. Never let a lead fall through the cracks ever again with built in follow up!
Filled with helpful resources to send your prospects like useful articles, videos, prewritten texts, email campaigns and more, ready to share instantly via email, text or social. All delivered via custom pages personalized to you and your focus, whether it’s tax planning, profit coaching, monthly bookkeeping and accounting services, or tax resolution!
Staying in touch with a prospect who has not engaged your firm is simpler than ever, with ready-to send email campaigns written by The Abundant Accountant team and partners. These short friendly emails are personalized from you and share resources that continue to educate and build on the know, like, trust factor.
The Hot List algorithm is a powerful time-saver that always shows you the most interested contacts first, so you know exactly who to spend your time with and don’t waste energy on the “tire kickers”.
Click on any contact to instantly view what you’ve sent them and see what actions they’ve taken.
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