Complete System for Accountants

Get this proven business system with everything you need to build and automate your accounting firm. Pre-built and 100% customizable.

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

Here's what you get:

  • All CRM Features Plus:

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

  • 100s 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

*Email and SMS usage charged separately - $10 is included in your “wallet” at the beginning of each month. It does not roll over. It gets you about 10,000 emails or approximately 640 text messages

*Dedicated phone number: $4/month

*For text messages, one- time A2P registration fees are included as part of set up.

We accept the following cards

Frequently Asked Questions

Can I Cancel Anytime?

Yes! You can cancel anytime & we offer a full 30-day money-back guarantee for the cost of your subscription if you are not satisfied with our services. 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 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

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