The Premier All In One AI Powered Sales and Marketing System for Small Business Owners 🤖⚡️

Capture New Leads:

"The Success System equips you with everything needed to turn browsers into leads, capturing their name, email, and phone number for seamless follow-up!"

  • Funnel Builder: Easily create gorgeous, high-converting landing pages on your domain with our drag-and-drop builder.

  • AI Powered Ad Center: Effortlessly generate high-converting ads to drive more leads, all powered by AI for smarter targeting and results... even if you've never ran ads before.

  • Time-Saving Automation: Focus more on what you do best—helping clients—while AI handles the marketing copy in seconds.

Automate & Scale

Automate multiple areas of your business, from appointment reminders, follow ups, posting on social media, to email marketing campaigns. Automation saves tax pros that use our system on average 10-12 hours a week.

  • Streamlined Workflow Automation: Automate repetitive tasks and client follow-ups, allowing tax professionals to focus on what matters most—providing exceptional service and maximizing efficiency in their office

  • Social Media Planner: Draft, preview, and post content right now or schedule it in the future on Facebook, Instagram, LinkedIn and Google!

  • Reputation Management: Generate and respond to reviews on Google & Facebook while having the ability to send review requests to your clients in one simple click!

Nurture Your Contacts:

Once you’ve captured a lead’s information, communicate with them directly from the platform via Email, SMS, Phone or our Social Media integrations.

  • Two-Way Communication: Give the ability of texting to your business. Now you can increase the speed to lead all in one platform. Available on Desktop and Mobile!

  • Dialer System: Make calls directly from your CRM and listen to call recordings.

  • AI-Powered Conversations: Engage leads with intelligent, personalized interactions that adapt to their needs, enhancing client relationships and increasing conversion rates effortlessly.

  • Never Miss a Follow-Up: Automated follow-ups ensure that every lead receives timely communication, increasing your chances of conversion without extra effort.

Close More Deals:

Staying organized is key when it comes to making more sales. The Success System provides multiple methods to stay on top of your leads and collect the payments you deserve.

  • Payments & Invoicing: You can create, track, and send invoices right in your dashboard and collect payments using Stripe, Paypal, or Square.

  • Opportunities: Map out your potential customers journey and visually watch them move through the stages using our pipeline view.

  • Contacts: Easily tag, sort, filter, and create lists of specific types of contacts within the Success System to keep yourself and your team organized

Support & Training

Learning a new software doesn’t need to be hard. Our team provides customized support to deliver the best customer experience.

  • Onboarding Call: Receive a complimentary Zoom onboarding call with one of our specialists to help guide you through the setup process.

  • Training Portal: When you enroll you’ll get access to our video training portal which provides step-by-step walkthroughs of getting your account up and running as fast as possible.

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