Ultimate Marketing System
for Accounting Firms

Rev up your marketing engine to drive sales. Pre-built and 100% customizable.

Want Cajabra's team of experts to manage your marketing system for you?

Choose the "Done For You" option below.

Get the Ultimate Marketing System for Accounting FirmsConsildate and automate your firm's sales and marketing
Payment
ItemQuantityPrice
No products available

Don't wait too long, our 40% off deal ends in...

Here's what you get:

  • Unlimited users

  • Unlimited contacts

  • No long-term commitments 

  • Email marketing*

  • 2-Way text/SMS marketing*

  • Complete sales tracking pipelines 

  • Appointment booking calendars

  • Appointment booking automations

  • Instant lead notifications & follow-ups means never miss another call!

  • Proposals, invoices, contracts

  • Electronic signature capture

  • Automated proposal follow-up sequence

  • Automated new client onboarding automation

  • Integrated AI copywriter for creating unlimited marketing content (including social media!)

  • Customized brand and service line playbooks to guide marketing content

  • Social media scheduler

  • Reputation management - get more Google reviews!

  • 26 pre-written, customizable nurture email newsletters for prospects

  • “Unibox” - get firm-wide admin visibility to all communications between team Members and Clients (email, appointments, text, social direct messages)

  • 100's of templates for landing pages, email, etc.

  • Membership/course builder

  • 1 on 1 Onboarding & Account Setup

  • 24/7 Live Chat & Zoom Support

  • Training Library for On-Demand Learning

  • Weekly Office Hours for Live Support

*Email and SMS usage charged separately - $10 gets you about 10,000 emails or approximately 640 text messages.

Each dedicated phone number is billed at $4/month. To send text messages, an additional one-time A2P registration fee of approximately $23
per phone number
is required and will be billed to your account.

A $10 credit per month is included to cover email/SMS charges and monthly recurring A2P fees.

We accept the following cards

Frequently Asked Questions

Can I cancel anytime?

Yes! You can cancel anytime if you are not satisfied with our services for any reason. Although, we know you're gonna love us!

Are there additional fees?

The monthly subscription covers your access to the platform and allows for you to have unlimited users within it. The only other fee that may be charged is for usage of SMS & Email. However, these charges are minimal just $10 dollars will give you about 10,000 emails or 1,000 text messages. Unless you are running extremely large marketing campaigns that much is sufficient for most small businesses. Plus we also provide you with complimentary credits to get your started.

Do you offer support?

YES! We provide you with help docs, video how to tutorials, step-by-step guides, interactive user guides, and even Live Chat tech support. If that's not enough, we also offer on-demand Zoom support. You will have all the help you need to be fully successful!

Do I get training?

We want to make sure you are set up for success, so we help you get set up and train you on how to use Cajabra CRM on a day to day basis. You'll be greeted with a hour long training session and technical set up call. You'll experience a white-glove onboarding experience to get you ready to grow your business.

Solutions

Streamline Sales

Generate More Leads

Build Your Brand

Impress Existing Customers

AutomButtonate Tasks

Features

© Copyright Cajabra, LLC 2025