CONTACTS & CRM
Experience the seamless prospect and customer management journey with Tax Pro 360's innovative contacts handling. Effortlessly categorize, organize, and filter contacts to perfection, creating customized lists that suit your needs. Stay in control and keep your team on track, all within the Tax Pro 360 ecosystem.
Streamline your contact management by effortlessly categorizing them into intelligent lists. Your team can swiftly access these lists, tag contacts, and efficiently send out mass emails, texts, or integrate them into the dialer system – all within Tax Pro 360's user-friendly interface.
Organize your contacts effortlessly by attaching custom labels manually or via automated processes. This simple yet effective feature ensures both you and your team stay perfectly organized within the Tax Pro 360 environment.
Transform contact lists into powerful automated campaigns, marketing sequences, or engaging "drip" campaigns with just a few clicks. Tax Pro 360 empowers you to effortlessly transition your contacts into effective and targeted outreach strategies.
Zapier
Mailgun
Twilio
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