The Accounting CRM Turning Prospects into Profit Faster
Cajabra CRM gives your firm one place to track every lead and task, then automate it. No spreadsheets. No guessing. No chaos.
See what our clients have to say
Cajabra CRM has doubled my sales!
"I have worked with a lot of companies over my 30+ years in business. The Cajabra Team is the BEST I've worked with! Their care, concern, quick response, collaboration, and communication is amazing!!! So glad to have them in our corner."
Alisha Gearhart
Sager CPAs & Advisors
Cajabra CRM has doubled my sales!
"Cajabra is intuitive, the features are reliable, and it’s helped me streamline my client interaction workflow. Support has been responsive when I needed help. Definitely recommended!"
Cathleen Dieckhaus
Lily Rose Numbers
Cajabra CRM has doubled my sales!
"Janel and Brad are wonderful to work with. They are very interested in our success and are readily available and responsive when we need help. I highly recommend them and Cajabra."
Andrew Seeker
Anchor Consulting & Capital
Cajabra CRM has doubled my sales!
"I want to say thank you for all you do for us. You always say yes. You always deliver. You always make us look good."
Glenn Harper
Harper & Company CPA Plus
How We Do It
STEP 1
Capture
Stop losing out on potential sales because you aren't capturing your leads. Now that people know about you, let's capture those leads so we can convert them to customers.
STEP 2
Nurture
Easily reach your customers wherever they are: social media, email, text, voicemail, chat. Follow up with new leads in under 5 minutes with automatic messaging. Engage your leads with nurture campaigns so you always stay top of mind.
STEP 3
Close
Get the power to close more deals. You'll know exactly where each potential client is in the buying process, so you can focus on the ones that are closest to closing. When they are ready to buy you can collect their payment right through the CRM.
GROW YOUR BUSINESS
Centralize your pipeline. Automate follow up. Standardize onboarding.
Run your firm like a system, not an inbox.
Join us on a 100% free, no-pressure call! We will provide you with our best advice whether you choose to work with us or not.
Make sales on the go with our mobile app.
Never miss another opportunity again
Get real-time notifications straight to your phone
Chat with your clients & leads right from the app
Solutions
Streamline Sales
Generate More Leads
Build Your Brand
Impress Existing Customers
AutomButtonate Tasks
Company
