If you own an accounting firm, you already know the drill: endless deadlines, staff turnover, and clients who suddenly remember they need last year’s tax return…tomorrow.
Imagine it’s tax season, and you’re responding to leads in a jumbled mess of emails, sticky notes, and coffee-stained to-do lists. You’re like a juggler with too many balls (and one is a flaming invoice). Closing shouldn’t feel like wrestling an octopus.
You know that moment when you’re staring at your to-do list, clients pinging you, and your social media posts are still stuck in your head? Yeah, we’ve been there, and no, we don’t recommend stress‑eating stale granola.
Let’s say a prospective client visits your website at 10:47 p.m. (because apparently bedtime is for amateurs). They’re intrigued.
Cajabra CRM reporting & analytics encompasses real funnel optimization (from lead to client) powered by metrics that help you fix leaks before your pipeline floods out.
A potential client hits your website. They’ve got a burning question (probably about taxes, because of course they do). They type into your webchat, hit send, and wait.
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