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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

e-Relationship serves as your around-the-clock digital marketing assistant, enabling seamless communication with clients and prospects without the need to spend countless hours at a computer. While you focus on driving sales, we efficiently manage all the intricate details! Our comprehensive digital marketing suite ensures continuous engagement through a robust array of automated email marketing, social media marketing, and website development services. Whether your goal is to enhance your brand, convert leads into clients, or create a high-performing website that boosts productivity, e-Relationship offers a user-friendly and cost-effective all-in-one solution! With a rich library of pre-designed, compliance-approved email templates at your disposal, you can easily communicate with your audience. As a prominent provider of technology-driven email communication solutions tailored for the clients and prospects of banks, insurance agencies, and financial service firms, e-Relationship sets the standard in the fintech industry while delivering exceptional results. With our expertise, you can elevate your marketing efforts to new heights, ensuring that your outreach is as effective as possible.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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) No 
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) No 
In Person No 

Vendor Details

Company Name

ClientWhys

Country

United States

Website

www.countingworkspro.com

Vendor Details

Company Name

Identity Branding

Country

United States

Website

www.e-relationshipplus.com

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 

Product Features

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking No 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content No 
Landing Pages / Web Forms No 
Lead Scoring No 
Sales Intelligence No 
Search Marketing No 
Segmentation No 
Social Marketing Yes 
Website Visitor Tracking No 

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