Grow Your Tax Business with Our All-in-One Sales & Marketing Suite
With CRM Excel, you can simplify your operations and eliminate the need for multiple tools, expensive marketing agencies, or generic software. Attract more clients, strengthen your brand, and confidently lead your market.
Simplify Client Acquisition and Growth
CRM Excel helps you connect with clients through SMS, email, live chat, and phone—all from one central platform. No more managing separate tools or paying extra for basic features. Everything you need to grow your tax business is built in.
Manage Social Media and Reputation with Ease
Plan, schedule, and publish content across Facebook, Instagram, LinkedIn, and Google with CRM Excel’s Social Planner. Build trust and visibility with our Reputation Management System—collect and respond to reviews, and send review requests with a single click.
Funnels & Websites Tailored for Tax Professionals
Launch your marketing campaigns quickly with pre-designed funnel and website templates created specifically for the tax industry. Our drag-and-drop builder makes it simple to design professional, high-converting pages on your own domain.
Keep Your Calendar Booked
Avoid empty time slots and missed opportunities. CRM Excel automates appointment reminders and follow-ups, ensuring clients can easily schedule with you—so you can focus on closing more deals
Streamlined Communication in One Place
Handle all communication—calls, texts, and chats—within one unified inbox. CRM Excel’s two-way chat and integrated dialer help you manage leads efficiently, route calls, and maintain strong client relationships from your desktop or mobile device.
Simplified Invoicing and Contracts
Create, send, and track invoices directly via text or email. CRM Excel also includes customizable contracts and engagement letter templates, helping you secure payments and manage client agreements with confidence.
Stay Responsive and Organized
With CRM Excel’s automation tools, you’ll never miss a message. Lead responses, reminders, and follow-ups are handled automatically, keeping you connected to opportunities and clients at all times.
Nurture Clients and Boost Engagement
Our built-in marketing campaigns achieve high engagement rates through SMS, email, and voicemail drops. Reconnect with past clients and nurture new leads effortlessly to maximize your client base.
Track, Automate, and Grow
Monitor leads, automate follow-ups, and manage your entire client pipeline in one system. CRM Excel helps you save time on repetitive tasks so you can focus on delivering value and scaling your business
Comprehensive Training & Support
Get up and running quickly with our video training portal and step-by-step tutorials. Need help? Our 24/7 live chat support team is always available to assist you—so you’re never on your own.
Industry Leading Features
Website & Funnel Builder
Easily design professional, high-converting websites and funnels using our drag-and-drop tool.
Unified Communication
Send and receive texts, emails, calls, and messages through SMS, WhatsApp, Facebook Messenger, and more—all in one place.
CRM Designed for Tax Pros
Organize clients, track engagement, and manage pipelines built specifically for tax professionals.
Mobile App
Access your CRM, track leads, and manage your business from anywhere.
AI Appointment Booking
Let AI handle appointment scheduling so you can focus on serving your clients.
Auto Dialer & Call Transfer
Connect instantly with leads or transfer calls to your team in real time.
Text-to-Pay
Allow clients to pay invoices via text securely and conveniently.
Meeting Reminders
Reduce no-shows with automated reminders for every consultation.
Advanced Reporting
Gain insights into campaign performance and sales activity through clear, actionable dashboards.
Seamless Integration
With 100+ Tools
CRM Excel hooks up with 100+ tools you can’t quit, using Zapier and custom integrations. Keep your workflow smooth and your tax biz humming like a dream!
Join Thousands of Happy CRM Excel Customers
"Before joining CRM Excel, I had used two other software vendors. Switching to CRM Excel was the best decision I’ve ever made. I’ve been with them since the beginning and can’t imagine going through tax season without this team on my side."
Tina
Dyersburg TN
"CRM Excel is the most current, innovative, and passionate approach to the tax industry. This is not just a company—they’re family! In an ever-changing industry like ours, it’s refreshing to team up with a community that isn’t afraid to rub shoulders with the small guys and help them succeed."
Obi & Belinda
Deland FL
"CRM Excel is not just a software company—they bring so much more to the table. They’re always finding ways to help their clients earn more money, even after tax season. Their main priority has always been making sure I succeed—and you won’t find that with any other software company!"
Keesha
Houston TX
Flexible Pricing Options to Suit Your Needs
(Plans are subject to usage billing where applicable)
(Plans are subject to usage billing where applicable)
Starter Plan, Tax-Pro Style!
Kick off with CRM Excel’s wallet-friendly Starter Plan, built for tax pros and small offices. Packed with pre-built funnels, slick automation, and tax-tailored processes, it’s your ticket to ruling the small-biz tax game like a total champ!
Get started with our affordable Starter plan, perfect for smaller EROs or Service Bureaus. The plan comes with pre-built funnels, automation, and processes tailored to the tax industry.
$99
$79
/MONTHLY
/MONTHLY
Tax Preparation OR Service Bureau Systems
1 Location
2500 Contacts
10 Users
Opportunities & Pipeline Management
Calendar System & Automations
Email & Text Marketing
2 Way Conversation ( 7 Channel)
Social Planner
GMB Call Tracking
Websites & Blogs
CRM
Dialing System
Call Recording
Survey & Form Builder
Funnel Builder
Text To Pay
Chat Widget
Workflows
Proposals & Estimates
Reputation Management
Basic Reporting
Mobile App
24/7 LIVE Chat Support
$10 Complimentary Usage Credits
Seasonal Plan Available
Premium: The Big League!
CRM Excel’s Premium Plan unlocks every feature, handles multiple locations, and gives you unlimited contacts and users. Perfect for tax empires with diverse services and offices—you’re the boss of it all!
$249
$499
/MONTHLY
Everything In Starter +
Tax Preparation & Service Bureau Systems
3 Locations
Unlimited Contacts & Users
Memberships & Courses
Communities
Advanced Reporting
$25 Complimentary Usage Credits
CRM Excel
Reseller
Unlock new revenue streams and accelerate your business growth with the power of CRM Excel!
Talk To Sales
Everything In Premium +
Dedicated Account Manager
Right to Rebrand and Resell Platform
Right to Resell Complimentary Features
Right to Resell Complimentary Services
Reseller Training Platform
Affiliate System
Brand Development
Advanced API Access
$100 Complimentary Usage Credits
Compare Our Plans
Explore transparent pricing options, feature breakdowns, and select the best value for your investment.
Starter
Single Account - Setup 1 Starter Account
Full Online Booking, Pipelines, Funnels, Workflows, And More!
Nurture & Close Leads Into Customers
All The Tools To Capture More Leads
Reputation Management
API Access - Integrate With Anything
Websites, Blogs & Social Planner
24/7 LIVE Chat Support
Basic Reporting
Premium
Multi Account - Setup 3 locations
Full Online Booking, Pipelines, Funnels, Workflows, And More!
Nurture & Close Leads Into Customers
All The Tools To Capture More Leads
Reputation Management
API Access - Integrate With Anything
Websites, Blogs & Social Planner
24/7 LIVE Chat Support
Unlimited Contacts & Users
Advanced Reporting
Memberships, Courses & Communities
CRM Excel Reseller
Single Account - Setup 1 Reseller Account
Full Online Booking, Pipelines, Funnels, Workflows, And More!
Nurture & Close Leads Into Customers
All The Tools To Capture More Leads
Reputation Management
API Access - Integrate With Anything
Websites, Blogs & Social Planner
24/7 LIVE Chat Support
Unlimited Contacts & Users
Advanced Reporting
Memberships, Courses & Communities
Unlimited Sub-Accounts
Branded Desktop App
Reseller Rights
Brand Development
Affiliate Management System
Advanced API Access
Dedicated Account Manager
Frequently Asked Questions
What kind of support do you provide?
At CRM Excel, support is at the heart of everything we do. Your success is our top priority. That’s why we offer 24/7 LIVE chat and Zoom support, along with a step-by-step tutorial library that makes it easy to find quick answers whenever you need them.
How do I get started?
Getting started is simple! Just sign up for our Starter or Premium plan and experience how CRM Excel makes business management effortless. Once you see the difference, we’re confident you’ll want to grow with us.
How secure is my customer data?
CRM Excel’s automation takes care of your most valuable business processes. From SMS, email, and web chat to phone calls and calendar appointments, our smart campaigns put everything on autopilot—saving you time and driving results.
Can I cancel my account at any time?
Yes. You can cancel at any time with no obligations or long-term contracts—unless you’re on a discounted annual package.
What platforms do you integrate with?
CRM Excel connects seamlessly with 2,000+ applications using custom APIs and webhooks. This means you can automate and sync your workflows across all the platforms your business already uses.
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