Ledger is a complete and unified CRM built specifically for tax resolution firms. From lead to sale to service to HR, it's all here.
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Powerfully manage all lead sources for real time analytics and decision making.
Compare performance on a macro level: ppc, email, web, television, radio etc., and real-time ROI on each sub-id and campaign.
Finally see how campaigns and sources are doing with a simple and automated A-F grade assignment.
Finally, all of your leads and sources in one place with quick, intuitive sales assignment and reporting.
Ledger powers lead management with UTM auto tagging, source assignment, porting in/out, access restrictions, and more.
Contact, tag, score, and assign leads, and then quickly convert to customers with drag and drop ease.
Chat, messages, star ratings and reviews, files, returns, invoices, and fluid activity logging.
Get notified when a client signs their docs, to remind you about a task, when you have a new message, and more.
Manage recurring payments with deep reporting, color coding, late fees assignment and more.
Meetings, memos, updates, training, polls and more are managed beautifully inside BUZZ. Your company will love this incredible tool, as it provides real-time updates to employees, reduces endless meetings, eliminates paper waste, and gives managers real insight into the pulse of your company.
Real time chat between assigned users, group chats between divisions, attachments, emojis.
Internal and client-facing texts, calls, emails and fax with templates, signatures, and tags.
Tasks, assignments and reminders that drag and drop making them fast, fluid, and fun to manage.
Users can send tickets to IT, human resources, or managers instead of using a third party application.
Customize how they appear and notify you for all items so you never feel overwhelmed.
Invite users, manage deadlines, drag and drop workflow items, set reminders, all within Ledger.
Managing customers and their projects has just become as simple as 1, 2, done. Built-in STAGES allow you to create a custom timeline for your clients, based on stages, and then assign each item in that stage to a user group. Users then simply work on their assigned stage items to keep their customers on-track.
Users see their stats and completed percentage on their dashboard for full ownership of their work and accountability.
Progress percentage appear in real time inside the customer portal, showing clients where they are in progression and walking them through a simple timeline.
When stage items are complete, send a quick automated email summary, keeping the client informed and engaged.
One-click access to visual charts on any report, allowing you to view results line by line or graphically.
Compare data and gain quick access to information you never even knew you needed until now.
See real time customer feedback, employee rankings, and sales scoring with simplified star ratings.
Manage your entire company with group and user based permissions for pinpoint access control.
One search bar, any result: type in a client name, ID#, social, phone, and pull up records for opportunities, clients, leads, you name it.
Add signatures and initials to any document with real-time notifications once executed.
Files are easily organized by folder, email attachments filter automatically into client forms.
Files have backups, privacy settings and are encrypted end to end for security.
Create templates for quick access to frequently used messaging. Send bulk documents and communications.
Have a true paper free office by scanning documents into Ledger.
