Enhance Productivity with a CRM Designed for Accountants
Wish to become a customer-centric company and have maximum leads getting converted into long-term clients? If yes, Smackdab’s Powerful Yet User-Friendly Automation and CRM are here to help you accomplish your dream. It Minimizes your workload so that you can Focus on Billable Tasks.
Thoughts from Our Customers
Discover how our customers are advancing their businesses and prospering
Before Smackdab, we were constantly juggling customer data from multiple systems. Now, everything is in one place, and our team is more connected than ever.…
Jenny Wilson
Co-Founder of
“Smackdab has completely transformed how we manage customer follow-ups. We’re able to track every interaction and stay ahead of our client's needs.” – Mike, Business…
Jenny Wilson
Co-Founder of
Smackdab’s CRM + Marketing Automation Helps You
Drive productivity and Collaborate at scale, turning your goals into achievements, with ease
Marketing Platform
Here, you get an option to connect to a third-party application, namely, Gmail. Outlook and Zoom. Doing so can access all these applications from a single platform, reducing the hassle of switching between platforms.
Customer Data Platform
Here, you can add various domains and subdomains as per the need. With this, you can assign each department a separate set of permissions, taking care of the sensitivity of the data.
Messaging API
Send all your transactional messages instantly, and securely with 99.9% uptime.
Web and mobile push
Smackdab is platform-friendly. This means, regardless of whether you are in your office or at home, you have the benefit of operating the platform and working with the data, on your phone too.
Wallet
Allow easy payment and acceptance of money, through integrated applications like ApplePay and Google Wallets.
Data security & privacy
Multi-layered data security framework ensures your data is secure from any unauthorized access.
Dedicated customer support
24/7 support is available, with an hour response time guaranteed and a dedicated success manager assignment.
Sub-account management
Manage multiple business units, users, and billing from one place.
Simplify Tax Season with Smackdab CRM
- Ease at collecting documents and other information from the clients
- Schedule auto-shoot of follow-up emails, allowing you ample time to focus on your task
- Know the ongoing process of each lead and client
- Nurture host company and end-client relationships throughout the year
Effortlessly Gather Key Information from Leads and Clients
Here, you have the flexibility of importing data from a pre-existing sheet and then utilizing it as needed.
Automate your business process
Stop chasing leads and clients—let Smackdab’s simple automation handle follow-ups. Set automated reminders for payroll, tax deadlines, and more. Smackdab will shoot a reminder email to your clients about the upcoming meeting once they have booked an appointment on your calendar.
Track Every Deal and Client Process Progress
Smackdab's pipeline tool shows you visually where all your leads and clients are in your process. Trigger automated messages and tasks when contacts move from one stage to the next notifying them about the progress.
Nurture End-party and Host company’s Relationships throughout the Year
User-friendly email and text marketing tools make staying in touch with clients easy, during tax season and beyond. Customize follow-ups by entity type, required services, meeting frequency, and more.