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.

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— 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.

Get in touch: Book a Demo >

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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 Strategies - All in One Place.

CRM

Pipeline

1

Reports

Analytics

2

Call

Feature

3

Direct

SMS

4

Webchat Widget

5

Email

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.

Support

info@secretscoop.io

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Call us at: (SA) +27 60 018 4499

Call us at: (AUS) +61 483 945 800

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