Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The CountingWorks Pro marketing platform was specifically designed for CPAs, tax accountants and tax professionals. It provides easy, automated 360deg marketing to your practice to generate more clients, stay in touch and build a five-star business.
Our services include custom-built websites, content, email marketing and search engine optimization. We also offer reputation building, lead management, reputation building, reputation management, and a secure client portal with appointment setting and eSign.
Description
Market Intelligence technology compiles, organizes, and delivers crucial insights tailored to your NMLS, enabling mortgage professionals to enhance their effectiveness. With your Personalized Data, we can provide you with matches to potential referral partners, allowing you to network effectively and cultivate new connections. Experience a data-driven approach that stands out in the mortgage sector. Uncover and connect with fresh real estate agents in your area while establishing a targeted engagement funnel for potential referral partners. Although forming relationships with new referral sources can be labor-intensive, TrustStar streamlines this process by helping you focus on key metrics such as loan volume and available listings, ultimately crafting a dynamic referral list to maximize your prospecting efficiency. By leveraging TrustStar, you can stay ahead by responding proactively to real-time data that influences your business, thereby securing a competitive advantage in your field. Unlock new revenue streams and opportunities through actionable insights and emerging trends, as TrustStar ensures you receive timely notifications about the most pertinent information relevant to your success. This comprehensive approach not only enhances your networking capabilities but also fosters sustained growth in your professional relationships.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$49.99 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
ClientWhys
Country
United States
Website
www.countingworkspro.com
Vendor Details
Company Name
TrustStar
Country
United States
Website
www.truststar.ai/
Product Features
Content Marketing
Audience Targeting
No
Brand Management
No
Campaign Management
No
Categorization / Grouping
No
Conversion Tracking
No
Distribution Management
No
Editorial Calendar
No
Multi-Channel Publishing
No
Publish Scheduling
No
SEO Management
No
Social Media Management
No
Video Management
No