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Grow faster and smarter with a platform for professional services

Our CRM and sales & marketing automation platform helps professional businesses run like a well-oiled machine and grow to the next level of success in no time.

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— Ben Marshall | Artist Management Services Ltd.

Investing in SecretScoop is crucial to the growth you will experience. It simplifies and redefines how you do your sales and marketing.

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. .

Capture and segment leads

Follow up automatically

Automate upsell campaigns

Simplify appointment bookings

Automate marketing tasks

Identify high-value leads

Accept payments & invoice

Onboard new clients easily

Request reviews & referrals

Take operations to the next level with our CRM for professional services

Drive your Revenue and Retention through the Roof! — Faster.

Get all your conversations with prospects & client in one place

Automate follow-up and get more done in less time

Easily keep track of every lead and client

Automate repetitive tasks so you can focus on growing

Make it simple to get paid your way

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.

Remove the hassle of following-up on clients so you can focus on growth

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.

Make it simple to get paid your way

Accept payments directly in whatever style fits your business. Create quotes and later turn them into invoices with a single click. Process single payments, multiple payments (such as a deposit and final payment), or set up recurring payments.

Nurture & Manage client relationships throughout their sales lifecycle

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.

Automate repetitive tasks so you can focus on growing

Book a Demo and Discover all CRM resources for Professionals

We have a plethora of automation templates for common needs like new lead follow-up, booking a free consultation, invoice reminders and more.

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See how our CRM helps more industries

Discover More Automation Tools and Strategies - All in One Place.

CRM

Pipeline

Reports

Analytics

Call

Feature

Direct

SMS

Webchat Widget

Auto

CTA

Forms

1-Chat

Stream

Calendar

Booking

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.