CRM for Tax Professionals

CRM for Tax Professionals

CRM for Tax Professionals

Make your clients come back with a CRM for Tax Professionals

Make your clients come back with a CRM for Tax Professionals

Use an all-in-one sales CRM with social selling features

Trusted by 1000+ companies for to accelerate their sales pipeline

  • breakcold customer
  • breakcold customer
  • breakcold customer
  • breakcold customer
  • breakcold customer
  • Favikon
  • breakcold customer

Trusted by 1000+ companies for to accelerate their sales pipeline

  • breakcold customer
  • breakcold customer
  • breakcold customer
  • breakcold customer
  • breakcold customer
  • Favikon
  • breakcold customer
  • breakcold customer
  • breakcold customer
  • breakcold customer
  • breakcold customer
  • breakcold customer
  • breakcold customer

Why should you use a CRM for Tax Professionals?

Why should you use a CRM for Tax Professionals?

Tax returns only happen at certain moments of the year. You need a CRM to re-engage them with your services.

Manage B2B contacts and build a sales pipeline

Manage B2B contacts and build a sales pipeline

Manage B2B contacts and build a sales pipeline

When it's not the tax period, tax professionals should try to warm up or acquire new customers by using a sales pipeline.

When it's not the tax period, tax professionals should try to warm up or acquire new customers by using a sales pipeline.

Build B2B relationships faster with a prospecting feed

Build B2B relationships faster with a prospecting feed

Build B2B relationships faster with a prospecting feed

To grow with your clients and their needs, you need to retain them. Good tax advices are not enough, you need to build strong B2B relationships with your clients.

INTEGRATIONS

CRM integrations with LinkedIn, Zapier & more

Breakcold integrates with many tools thanks to the following integrations: API, Webhooks, Zapier, Pabbly. We notably have CRM integrations with social media.

  • CRM integration with Outlook
  • CRM integration with Apollo
  • CRM integration with Facebook
  • CRM integration with Typeform
  • CRM integration with Zoom
  • CRM integration with Lemlist
  • CRM integration with Google Meet
  • CRM integration with Twitter
  • CRM integration with LinkedIn
  • CRM integration with Apollo
  • CRM integration with Hubspot
  • CRM integration with Zoom
  • CRM integration with Trumpet
  • CRM integration with LinkedIn Sales Navigator
  • CRM integration with Instagram
  • CRM integration with Instagram
  • CRM integration with Make
  • CRM integration with LinkedIn WhatsApp
  • CRM integration with Calendly
  • CRM integration with Findymail
  • CRM integration with Mailchimp
  • CRM integration with Airtable
  • CRM integration with ChatGPT
  • CRM integration with Smartlead
  • CRM integration with Zapier

INTEGRATIONS

CRM integrations with LinkedIn, Zapier & more

Breakcold integrates with many tools thanks to the following integrations: API, Webhooks, Zapier, Pabbly. We notably have CRM integrations with social media.

  • CRM integration with Outlook
  • CRM integration with Apollo
  • CRM integration with Facebook
  • CRM integration with Typeform
  • CRM integration with Zoom
  • CRM integration with Lemlist
  • CRM integration with Google Meet
  • CRM integration with Twitter
  • CRM integration with LinkedIn
  • CRM integration with Apollo
  • CRM integration with Hubspot
  • CRM integration with Zoom
  • CRM integration with Trumpet
  • CRM integration with LinkedIn Sales Navigator
  • CRM integration with Instagram
  • CRM integration with Instagram
  • CRM integration with Make
  • CRM integration with LinkedIn WhatsApp
  • CRM integration with Calendly
  • CRM integration with Findymail
  • CRM integration with Mailchimp
  • CRM integration with Airtable
  • CRM integration with ChatGPT
  • CRM integration with Smartlead
  • CRM integration with Zapier

INTEGRATIONS

CRM integrations with LinkedIn, Zapier & more

Breakcold integrates with many tools thanks to the following integrations: API, Webhooks, Zapier, Pabbly. We notably have CRM integrations with social media.

  • CRM integration with Outlook
  • CRM integration with Apollo
  • CRM integration with Facebook
  • CRM integration with Typeform
  • CRM integration with Zoom
  • CRM integration with Lemlist
  • CRM integration with Google Meet
  • CRM integration with Twitter
  • CRM integration with LinkedIn
  • CRM integration with Apollo
  • CRM integration with Hubspot
  • CRM integration with Zoom
  • CRM integration with Trumpet
  • CRM integration with LinkedIn Sales Navigator
  • CRM integration with Instagram
  • CRM integration with Instagram
  • CRM integration with Make
  • CRM integration with LinkedIn WhatsApp
  • CRM integration with Calendly
  • CRM integration with Findymail
  • CRM integration with Mailchimp
  • CRM integration with Airtable
  • CRM integration with ChatGPT
  • CRM integration with Smartlead
  • CRM integration with Zapier

INTEGRATIONS

CRM integrations with LinkedIn, Zapier & more

Breakcold integrates with many tools thanks to the following integrations: API, Webhooks, Zapier, Pabbly. We notably have CRM integrations with social media.

  • CRM integration with Outlook
  • CRM integration with Apollo
  • CRM integration with Facebook
  • CRM integration with Typeform
  • CRM integration with Zoom
  • CRM integration with Lemlist
  • CRM integration with Google Meet
  • CRM integration with Twitter
  • CRM integration with LinkedIn
  • CRM integration with Apollo
  • CRM integration with Hubspot
  • CRM integration with Zoom
  • CRM integration with Trumpet
  • CRM integration with LinkedIn Sales Navigator
  • CRM integration with Instagram
  • CRM integration with Instagram
  • CRM integration with Make
  • CRM integration with LinkedIn WhatsApp
  • CRM integration with Calendly
  • CRM integration with Findymail
  • CRM integration with Mailchimp
  • CRM integration with Airtable
  • CRM integration with ChatGPT
  • CRM integration with Smartlead
  • CRM integration with Zapier

INTEGRATIONS

CRM integrations with LinkedIn, Zapier & more

Breakcold integrates with many tools thanks to the following integrations: API, Webhooks, Zapier, Pabbly. We notably have CRM integrations with social media.

  • CRM integration with Outlook
  • CRM integration with Apollo
  • CRM integration with Facebook
  • CRM integration with Typeform
  • CRM integration with Zoom
  • CRM integration with Lemlist
  • CRM integration with Google Meet
  • CRM integration with Twitter
  • CRM integration with LinkedIn
  • CRM integration with Apollo
  • CRM integration with Hubspot
  • CRM integration with Zoom
  • CRM integration with Trumpet
  • CRM integration with LinkedIn Sales Navigator
  • CRM integration with Instagram
  • CRM integration with Instagram
  • CRM integration with Make
  • CRM integration with LinkedIn WhatsApp
  • CRM integration with Calendly
  • CRM integration with Findymail
  • CRM integration with Mailchimp
  • CRM integration with Airtable
  • CRM integration with ChatGPT
  • CRM integration with Smartlead
  • CRM integration with Zapier

Manage Breakcold from +7 platforms

Manage Breakcold from +7 platforms

Manage Breakcold from +7 platforms

Growing the business is important but you need to stay focus on giving the best tax advices and filling correctly tax forms. That's why Breakcold regroups all modern communications channel under one.

Growing the business is important but you need to stay focus on giving the best tax advices and filling correctly tax forms. That's why Breakcold regroups all modern communications channel under one.

Unified email inbox with automated campaigns

Unified email inbox with automated campaigns

Unified email inbox with automated campaigns

Centralize all your email conversations from different email domains automatically into 1 place.

Try Breakcold NOW

Are you ready to accelerate your sales pipeline?

Join over +1000 agencies, startups & consultants closing deals with Breakcold Sales CRM

Try Breakcold NOW

Are you ready to accelerate your sales pipeline?

Join over +1000 agencies, startups & consultants closing deals with Breakcold Sales CRM

Try Breakcold NOW

Are you ready to accelerate your sales pipeline?

Join over +1000 agencies, startups & consultants closing deals with Breakcold Sales CRM

Try Breakcold NOW

Are you ready to accelerate your sales pipeline?

Join over +1000 agencies, startups & consultants closing deals with Breakcold Sales CRM