ClientWhys

Great for email blasts

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.

Clientwhys

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.

Cannot get questions answered or issues resolved

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.

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

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.

Clientwhys

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.