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Pricing
No public pricing
PREMIUM (Annual Billing): $69 per user per month
PREMIUM (Monthly Billing): $79 per user per month
No public pricing
Core features
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- ✦Client Portal
- ✦Workflow Management
- ✦AI-Powered Tools
- ✦QuickBooks and Xero Integration
- ✦Email Management
- ✦Document Management
- ✦Client Tasks
- ✦Mobile App
- ✦WhatsApp Business API
- ✦WhatsApp Automation Tool
- ✦WhatsApp Marketing Software
- ✦WhatsApp Shared Team Inbox
- ✦WhatsApp Chatbots
- ✦WhatsApp Payments
- ✦Click-to-WhatsApp Ads
- ✦WhatsApp Flows
- ✦WhatsApp Broadcast
- ✦WhatsApp Drip Marketing
Use cases
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- →Streamlining client communication
- →Managing workflows and tasks
- →Automating email responses
- →Securing file sharing with clients
- →Improving data quality with QuickBooks and Xero integration
- →Gaining a bird's-eye view of firm operations
- →Automate customer support on WhatsApp
- →Capture and qualify leads through WhatsApp chatbots
- →Run marketing campaigns and nurture leads on WhatsApp
- →Enable one-click payments on WhatsApp
- →Manage team conversations in a shared inbox
- →Automate bookings and appointments
- →Send transaction and payment alerts
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