Complete System for Accountants
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.
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!
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 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