Description de ClientWhys

CountingWorks PRO is an all-in-one marketing automation platform and CRM, built for tax and accounting professionals. Move on from the slow, one-by-one referral mindset into the automated machine stage, where CountingWorks PRO develops your digital presence that will drive new business for years to come. The team at CountingWorks PRO promises better financial outcomes for pros and their clients. Easy communication, world class web presence, seamless video interviews, and client onboarding.

Qui utilise ClientWhys ?

Online marketing tool and CRM for small and medium-sized tax and accounting professionals looking to deliver a personalized client experience and digital presence to grow their practice in the digital age.

Où peut-on déployer ClientWhys ?

Cloud, SaaS, web, Android (mobile), iPhone (mobile), iPad (mobile)

À propos de l'éditeur

  • ClientWhys

Pays disponibles

États-Unis

Langues

anglais

À propos de l'éditeur

  • ClientWhys

Pays disponibles

États-Unis

Langues

anglais

ClientWhys en vidéos et en images

ClientWhys Logiciel - 1
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Comparez le prix du logiciel ClientWhys avec ses alternatives

ClientWhys

29,95 $US/mois
Version gratuite
Essai gratuit
(0)
N/A
Version gratuite
Essai gratuit
4 800,00 $US
Version gratuite
Essai gratuit
s/o
Version gratuite
Essai gratuit

Fonctionnalités - ClientWhys

  • Campagnes multicanales
  • Planification de l'édition

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Avis sur ClientWhys

Note moyenne

Note globale
3,9
Facilité d'utilisation
4,3
Service client
3,5
Fonctionnalités
4,2
Rapport qualité-prix
3,6

Avis classés par taille de l'entreprise (nombre d'employés)

  • <50
  • 51-200
  • 201-1 000
  • >1 001

Trouver les avis classés par note

5
60%
4
10%
2
20%
1
10%
Emily
Emily
Tax Associate (É.-U.)
Utilisateur LinkedIn vérifié
Comptabilité, 51-200 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Great for email blasts

5,0 il y a 2 ans

Commentaires : During the pandemic we had a lot of related emails to send to clients. Clientwhys provided an easy option to do that.

Avantages :

This software has many features but I’ve used bulk emails the most. It’s easy to create emails and schedule them to send out on the schedule you want

Inconvénients :

It took some time to figure how to do things In the software but customer support was very helpful and there were plenty of online tutorials to help.

Réponse de l'équipe de ClientWhys

il y a 6 mois

Hi Emily, Thank you for your kind feedback! We appreciate you! Best, The CountingWorks PRO Team

Jennifer
Office Manager (É.-U.)
Comptabilité, 2-10 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Clientwhys

5,0 il y a 2 ans

Commentaires : Before we had client whys, we were using about 3-4 different programs to store, share, and upload files. Our previous software was not very user friendly to our customers. With client whys, its all wrapped up into one and integrated together.

Avantages :

This software was easy to deploy and implement with all of our employees, so far it is much more user friendly than what we previously used. We are able to implement Trello with it in order to track tasks throughout the office

Inconvénients :

So far I have not found any dislikes with this software, the other employees here enjoy its ease of use.

Réponse de l'équipe de ClientWhys

il y a 6 mois

Hi Jennifer, Thank you for your kind feedback! We appreciate you! Best, The CountingWorks PRO Team

Lisa
President (É.-U.)
Comptabilité, 2-10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Long time happy customer

5,0 le mois dernier Nouveau

Commentaires : Good service in Support. SEO staff misses the mark.

Avantages :

Marketing process is somewhat set it and forget it.

Inconvénients :

Referrals from TaxBuzz goes to multiple clientwhys clients in the area. I am in a large Metroplex and that results in more competition.

Michelle
CPA/Woner (É.-U.)
Comptabilité, Auto-entrepreneur
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Alternatives envisagées :

Cannot get questions answered or issues resolved

1,0 l’année dernière

Commentaires : I can't get questions answered or issues resolved. I have many on a list for after tax season because I just didn't have time to deal with it anymore. I asked them open ended questions about functionality only to receive one sentence responses with "have you tried this?" I have multiple clients that I can't figure out how they are in their multiple times. I have message notifications that I can't clear, the Trello connection is buggy - i"ve disconnected, I was only able to get one electronic signature to work, and when I get a lead, I get a text, but the backend won't show that a message came in, I have to manually find it through resorting the leads by date - the same way every time - and if I respond via the website, the clients response only appears via email. At this point, I see no other alternative other than to find a different provider after tax season ends because of all the issues. If I could get even decent customer service, I would stay just for the content.

Avantages :

The newsletter and customer facing functionality of the website it fantastic.

Inconvénients :

Software seems to have a lot of bugs. At least I have a lot of little issues all around.

Réponse de l'équipe de ClientWhys

il y a 6 mois

Hi Michelle, We are so sorry you had a negative experience with our platform. This is never our intention. If you are still a user, please reach out to us via help@countingworks.com, we would be happy to take the time to walk through any portal issues. We have recently relaunched a new and improved version of our portal that may better suit your needs. If you are interested, let us know and we would love to walk you through it! Best, The CountingWorks PRO Team

Cheryl
Administrative Assistant (É.-U.)
Comptabilité, 2-10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Clientwhys

5,0 il y a 4 ans

Commentaires : The benefits are that we can send our documents through a secure portal to clients. They can send their signed documents back to us and other documents that are needed. If there is a problem with our email, website, face book or twitter they take care of it. it is a one stop company.
They take the headache off us so we can continue to take care of our clients. I highly recommend ClientWhys.

Avantages :

You can send connect with your clients easily and it is safe. They take care of monthly newsletter for us and also face book posting and twitter postings. They take care of our website and it has an appointment calendar for our clients. There is a lot of information our clients can receive from all of the above. It is like one big package.

Inconvénients :

The least I like about the software is sometimes you have to read through a lot of information to get to the issue, but their chat line is available and helps a lot with this. They point you in the right direction.

Réponse de l'équipe de ClientWhys

il y a 6 mois

Hi Cheryl, Thank you for your kind review! We are happy you like the value you get from our platform. We are grateful for your continued business! Best, The CountingWorks PRO Team

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