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Freshchat for Accounting
Freshchat adds meaning to every step of your client-partner liaison and helps you get more revenue.
Freshchat’s messaging software is the fastest way for you to convert your website visitors to loyal clients by engaging, providing live assistance, and adding meaning to every step of your client-partner liaison.
Engage proactively with your prospects and existing clients, right within your website using Freshchat.
Send notifications en masse (like an audit policy update), messages based on conditions (like retail clients from a specific location), seasonal notifications (like tax filing) and so on.
Freshchat empowers you to route client conversations to the right person automatically.
Map queries and service enquiries to the right point of contact using our Message Channels and our intelligent routing capability called IntelliAssign. Not just that, equip your clients to be able to peruse through FAQs and knowledge-base based on their queries.
With Freshchat’s triggered messages and email campaigns, send automatic and relevant reminders to your clients to upload files, bills, invoices, and other collaterals to your portal based on specific user behaviors.
Don’t spam your client with irrelevant messages ever again. We all hate spammers, don’t we?
With Freshchat, you can share screenshots, bills and invoices, documents and collaterals to provide all the context your client needs, instantly.
No more losing track of responses, no more documentation of phone conversations — add meaning to numbers and experience the true power of technology!
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Did you know that 83% of accountants say clients demand more from them today than they did five years ago? - Sage Practice
And, what do they want?
73% of accounting clients prefer modern messaging over phones and emails to engage with their accountants, consultants, and bookkeepers.
Accounting brands these days have realised the importance of providing customers with convenient channels for engagement. A messenger like Freshchat present on all pages of your accounting website gives an opportunity for your clients to connect with you as and when they need
“As DebtBusters strives to help as many South Africans as possible, a tool such as Freshchat enables us to assist more potential clients from a lead generation point of view, as well as ensuring our existing clients receive prompt assistance when using the chat function on our client portal.”
Sign up for a free 21-day trial to get on board.
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