Support Call us on: (SA) +27 60 018 4499
Call us on: (AUS) +61 483 945 800
Outrank and outperform your competition with our all in 1 CRM for Professionals
Ready to stop chasing down clients so you can do your job? Want to convert leads into clients more easily? SecretScoop’s simple-yet-powerful automation + CRM cuts down on busywork so you can focus on billable work.
Get a 14-day Free Trial!
— Julie | Backyard Bookkeeping
It has been a huge relief not to have to remember where each individual is in the process. Now, I can just let automation happen and I know SecretScoop will take care of setting up appointments and following up..
It’s time to unlock real results with Promotional, Transactional & Conversational Automation
Close more deals and meet your growth goals with complete marketing automation. Our easy-to-use CRM and automation builder, AI tools, plus our expert strategy consulting will help you save time and drive repeat purchases with the power of promotional, transactional & conversational marketing on a fully integrated platform. .
Collect lead and client information
Follow up automatically
Remind clients of deadlines
Simplify Appointment Booking
Automate marketing tasks
Convert leads into clients
See lead status at a glance
Onboard new clients easily
Request reviews & referrals
Connect with more clients, get more
reviews, and drive more revenue
Drive your revenue and retention for financial services businesses.
Accept payments online & get paid faster with digital payment options
Collect important information from leads with surveys & Opt-in forms
Manage all your social accounts, posts and messages in one place
Engage with personalized emails at scale, that drives customer satisfaction
Send reminders, automate invoicing, follow up & refund processes
Rank higher on Google and everywhere clients search
Let's automate your follow-up on leads, payments, contracts, tasks etc. so you can focus on billable work. You can automate reminders for payroll, tax filing deadlines, and more. Let clients book time on your calendar, and SecretScoop will remind you and them about the upcoming appointment.
Reach & Easily collect important information from leads and clients
Whether you’re learning about the needs of a new lead or asking a client to update their information at tax time, it’s easy to set up forms that feed information directly into your Customer Relationship Management (CRM) system. Segment your contacts, take notes, and assign tasks with a few easy clicks. Boost productivity by using SecretScoop to generate social content, analyze client feedback, reply to reviews, chat with website visitors, and much more.
Remove the hassle of following-up on clients so you can focus on billable work
Let's automate your follow-up on leads, payments, contracts, tasks etc. so you can focus on billable work. You can automate reminders for payroll, tax filing deadlines, and more. Let clients book time on your calendar, and SecretScoop will remind you and them about the upcoming appointment.
Know where every lead and client is in the process
Whether you’re learning about the needs of a new lead or asking a client to update their information at tax time, it’s easy to set up forms that feed information directly into your Customer Relationship Management (CRM) system. Segment your contacts, take notes, and assign tasks with a few easy clicks.
Manage all your social accounts in one place
Create social posts in minutes with AI, manage social presence across multiple locations, and engage with customers seamlessly – all from a single dashboard. User-friendly email and text marketing tools make it easy to stay in touch with clients during tax season and beyond. Customize follow-up by entity type, what services they require, how often they need to meet with you, and more.
Get paid faster with digital payment options
Automation Payment Options
Provide an effortless payment experience across text, scan, card readers, your website, and beyond. Streamline collections with automated campaigns and flexible financing options. Trust us to help you grow your finance business.
Book a Demo and Discover all CRM resources for Bookkeepers & Accountants
We have a plethora of automation templates for common needs like new lead follow-up, booking a free consultation, invoice reminders and more. Run your business more efficiently on a fully integrated platform.
See how our platform helps different industries
Discover More Automation Tools and Features - All in One Place.
CRM
Pipeline
1
Reports
Analytics
2
Call
Feature
3
Direct
SMS
4
Webchat Widget
5
Auto
6
CTA
Forms
7
1-Chat
Stream
8
Calendar
Booking
9
Outperform Your Competition with AI. Elevate Your Marketing and Sales with our All-in-One Platform, a comprehensive automation system designed for sales, marketing, and business operations. Leverage cutting-edge AI to improve reputation, funnel conversions, follow ups, messaging, referrals, payments, and much more to accelerate business growth.
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Contact Us
info@secretscoop.io
Mon-Fri: 8AM-5PM
Call us at: (SA) +27 60 018 4499
Call us at: (AUS) +61 483 945 800
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