Was ist 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.

Wer verwendet 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.

Wo kann ClientWhys bereitgestellt werden?

Cloud, SaaS, webbasiert, Android (mobil), iPhone (mobil), iPad (mobil)

Über den Anbieter

  • ClientWhys

Erhältlich in diesen Ländern

Vereinigte Staaten

Sprachen

Englisch

Über den Anbieter

  • ClientWhys

Erhältlich in diesen Ländern

Vereinigte Staaten

Sprachen

Englisch

ClientWhys – Videos und Bilder

ClientWhys Software - 1
ClientWhys Software - 2
ClientWhys Software - 3
ClientWhys Software - 4
5 weitere anzeigen
Videos zu ClientWhys
ClientWhys Software - 1
ClientWhys Software - 2
ClientWhys Software - 3
ClientWhys Software - 4

Kosten ähnlicher Produkte wie ClientWhys vergleichen

ClientWhys

29,95 $/Monat
Kostenlose Version
Gratis Testen
0 (0)
N/A
Kostenlose Version
Gratis Testen
29,00 $/Monat
Kostenlose Version
Gratis Testen
Nicht verfügbar
Kostenlose Version
Gratis Testen

ClientWhys Funktionen

  • Multichannel-Kampagnen
  • Terminplanung veröffentlichen

Alternativen für ClientWhys

OrchestraCMS ist eine Content- und Digital-Experience-Plattform, die vollständig auf Salesforce aufbaut und deine Website und dein Intranet unterstützt. Erfahre mehr über OrchestraCMS
Making it easy for your B2B customers to buy
ContentStudio ist ein datengesteuertes Social-Media- und Content-Marketing-Tool, mit dem du ansprechende Inhalte entdecken, zusammenstellen und teilen kannst.
Digital-Publishing-Lösung zum Erstellen von Zeitschriften, Katalogen und mehr, indem PDFs in ein digitales Umblättererlebnis umgewandelt werden.
Mintent is a content software enabling you to keep track of all of your campaigns, content assets, tasks and deadlines in one place.
The enterprise user-generated content platform, TINT helps discover, get legal rights, and repurpose authentic content across channels.
Qurate is a Content Strategy Platform for the 72% of marketing professionals struggling with managing omni-channel content.
Web-based social marketing dashboard that provides customer social network posting and management, analytics, and more.
Marketing software designed to deploy and track marketing collateral performance through interaction with businesses.
Pioneer of digital newsroom in Europe, Epresspack offers solutions dedicated to the reputation and influence of brands and companies.
Social Media is the New SEO. Auto post your videos and content to all major social media platforms.
Outbrain Amplify: Hochwertiger Traffic für Ihre Inhalte
Joomag ist die All-in-One-Plattform, mit der kleine und große Unternehmen interaktive Inhalte erstellen, verteilen, verfolgen und monetarisieren können.

Bewertungen über ClientWhys

Durchschnittliche Bewertung

Gesamt
3,8
Benutzerfreundlichkeit
4,2
Kundenservice
3,4
Funktionen
4,1
Preis-Leistungs-Verhältnis
3,6

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Bewertungen nach Punktzahl finden

5
56%
4
11%
2
22%
1
11%
Emily P.
Emily P.
Tax Associate in USA
Verifizierter Nutzer auf LinkedIn
Buchhaltung, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Great for email blasts

5 letztes Jahr

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

Vorteile:

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

Nachteile:

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.

Antwort von ClientWhys

vor 4 Monaten

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

Jennifer M.
Office Manager in USA
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Clientwhys

5 letztes Jahr

Kommentare: 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.

Vorteile:

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

Nachteile:

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

Antwort von ClientWhys

vor 4 Monaten

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

Michelle H.
CPA/Woner in USA
Buchhaltung, Selbstständig
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Cannot get questions answered or issues resolved

1 letztes Jahr

Kommentare: 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.

Vorteile:

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

Nachteile:

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

Antwort von ClientWhys

vor 4 Monaten

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

Zakaria E.
Enrolled Agent in USA
Buchhaltung, Selbstständig
Verwendete die Software für: Kostenlose Testversion
Herkunft der Bewertung

Good but there are other forms that can do it for less

5 vor 4 Monaten

Vorteile:

The option of having everything in one place (website, email marketing, secure portal, etc)

Nachteile:

Price and offering service to other practitioners in the same area causing the posts on the website and social media to be similar and making mistakes where they tag other firms in Facebook posts and other social media.

Antwort von ClientWhys

vor 4 Monaten

Hi Zak, We are sorry you did not see the value in our platform. Our goal is always to produce high quality content for our clients. If there is any way we can make this right for you, let us know at help@countingworks.com. Best, The CountingWorks PRO Team

Cheryl R.
Administrative Assistant in USA
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Clientwhys

5 vor 4 Jahren

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Antwort von ClientWhys

vor 4 Monaten

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

Software gefunden in