Ultimate Marketing System
for Accounting Firms
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.
Yes! You can cancel anytime if you are not satisfied with our services for any reason. Although, we know you're gonna love us!
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.
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!
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.
Streamline Sales
Generate More Leads
Build Your Brand
Impress Existing Customers
AutomButtonate Tasks