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What is erxes?

We offer a comprehensive solution that integrates sales, marketing, customer service, and sales teams, all centered around enhancing the customer experience. Our goal is to create equal opportunities for all businesses, facilitating their growth and productivity. Our platform includes several key features: * Growth Hacking empowers you to utilize growth marketing strategies to expand your business effectively. * Transform potential leads into clients using SMS and Email Marketing. * Ensure no lead is overlooked by utilizing customizable Pop-ups and Forms. * Facilitate the conversion of leads to successful outcomes with our Kanban-style boards in the Sales Pipeline. * Oversee all customer interactions through efficient Contact Management. * Lead Scoring enables you to pinpoint qualified leads, boosting sales effectiveness. * The Team Inbox keeps communication flowing between your customers and employees. * Messenger allows for ongoing omnichannel communication with your clientele. * Leverage the Knowledge Base to provide valuable information to both your customers and employees, fostering a well-informed community. This holistic approach ensures that every aspect of customer engagement is addressed seamlessly.

What is Fiscal Flow?

Fiscal Flow is a specialized accounting growth platform that helps accountants and CPA firms scale using fully automated marketing systems. It is designed to make firm growth predictable by replacing guesswork with repeatable, data-driven processes. Fiscal Flow focuses on organic visibility, helping firms get found online without paying for ongoing Google Ads. Its AI-powered lead response system instantly follows up on missed calls, texts prospects, and books appointments around the clock. The platform includes a CRM that visualizes cash flow and pipeline movement, eliminating lost leads and messy spreadsheets. Old prospect lists can be uploaded and automatically re-engaged, often converting dormant enquiries into high-value clients. Automated calendar booking removes scheduling friction and dramatically reduces admin time. Reputation management tools request reviews at optimal moments to boost SEO and trust. Social media automation simplifies brand building with bulk scheduling and centralized management. Fiscal Flow is built to run in the background with little technical input from the firm. By systemizing lead generation, follow-up, and conversion, it enables accountants to grow sustainably without increasing workload. The result is a scalable, predictable growth engine tailored specifically for accounting professionals.

Media

Media

No images available

Integrations Supported

Easyflow
Facebook
Facebook Messenger
Gmail
Integrately
KonnectzIT
Sunshine Conversations
Telegram
Twilio
Viber
WeChat
WhatsApp
X (Twitter)

Integrations Supported

API Availability

API Availability

Pricing Information

$20/month
Free Version
Free Trial Offered?

Pricing Information

$197/month

Supported Platforms

SaaS
Android
Windows
Mac
Linux

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

erxes

Date Founded

2017

Company Location

United States

Company Website

erxes.io

Company Facts

Organization Name

Fiscal Flow

Date Founded

2024

Company Location

United Kingdom

Company Website

fiscalflow.uk

Categories and Features

Contact Management

Activity Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Interaction Tracking
Lead Management
Sales Pipeline Management
Segmentation

CRM

Call Logging
Email Marketing
Internal Chat Integration
Segmentation
Social Media Integration
Task Management

Customer Service

Knowledge Base
Live Chat
Performance Metrics

Marketing Automation

Customizable CTAs
Landing Pages / Web Forms
Lead Scoring
Segmentation
Website Visitor Tracking

Sales Intelligence

Data Import/Export
Pipeline Management
Reporting/Analytics

Categories and Features

Marketing Automation

Not specified

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