CRM For Financial Services

Get more reviews, and messages from your clients

Increase your client retention, repeat sales, and referrals by using our review and messaging services.


Happy Business Owners

“Salesboss has really been helping me automate my business from bookings to
reviews. They have helped me with questions I've had and even things I didn't know
I needed to be thinking about.”

JJ from Heat pumps
Appointment Confirmations

Appointments made easy
with Automations

Schedule appointments, cancellation and booking reminders, all done automatically through texts. No need to check your calendar, Salesboss will remind you of upcoming appointments and cancellations.

Save time, stay organized and increase your sales with SalesBoss.

Reviews & Referrals

More reviews and referrals
means more customers

Stop wasting your time on sending review requests manually. You can automate review requests and increase the number of reviews and referrals by automatically contacting your past clients.

Reviews help you build trust and credibility with potential customers.

Webchat Widget

Capture leads from
your business website

Get more conversions and close more deals by using webchat on your website that automatically sends text and starts appointments.

When a visitor fills out the chat form on your website, they'll instantly receive a Text with your customized message.

It's time to automate
your finance business

Get Started Now

CRM Software Solution for Accounting Firms, Affordable CRM for Financial Services Industry, CRM Automation for Small Accounting Firm

Frequently Asked Questions

What is the importance of CRM software in small accounting firms?
CRM software is used in small and large accounting firms to help accountants, bookkeepers, and tax professionals manage their client's data and relationships on the centralized platform.

How does automation benefit the business?
If you own a small business, it is hard to employ a person who will maintain your dates, schedule an appointment, make modifications, and so on. Because every hire costs you money, in SalesBoss CRM software, you will get all the benefits of automation of appointments which will eventually reflect in the improved sales figures of your business.

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