Payment Automations inside Cajabra CRM is your new financial fairy godmother. She sends the invoice, follows up, manages checkouts, and even politely nudges those clients who ghost you mid-payment.
Let’s explore how it captures leads, keeps visitors engaged, and nudges them toward becoming clients, all in a way that’s clear, helpful, and dare I say, fun.
Ever feel like your social media posts are vanishing into the void, only to be seen by your mom and that one enthusiastic cousin? If you’re like most accounting firm owners or practice managers, your relationship with social media is probably… complicated.ption
You delivered a great service. The client was thrilled. You even got a “This is amazing, thank you so much!” in the Zoom chat. However, no review. No testimonial. Just you, refreshing your Google Business page hoping someone leaves you five stars.
In the accounting world, time is a precious commodity. Every minute spent manually dialing numbers or leaving voicemails is a minute not spent advising clients or growing your business.
Let’s talk about something that happens all too often. You’ve got a great lead. They filled out your form. Maybe even booked a discovery call. You had a good conversation.
Streamline Sales
Generate More Leads
Build Your Brand
Impress Existing Customers
AutomButtonate Tasks
