Grow Your Tax Business with Our All-in-One Sales & Marketing Suite
With CRM Excel, you can eliminate costly marketing agencies, ineffective courses, and software that aren't tailored to the tax industry. Attract more clients, assert your dominance, and effortlessly lead your market.
Grow Your Tax Business!
CRM Excel makes snagging, charming, and sealing clients a breeze with SMS, email, live chat, phone calls, and more. No more juggling pricey software like a circus clown—get it all in one sleek package and watch your tax business soar!
Social Media & Reputation Management Rockstar Vibes
With CRM Excel’s Social Planner, you can effortlessly draft, preview, and post content instantly or schedule it for later across Facebook, Instagram, LinkedIn, and Google. Drive exponential growth by using our Reputation Management System to generate and respond to reviews on Google and Facebook, while sending review requests to clients with just one click!
Funnels & Websites, Tax-Pro Style
Effortlessly kickstart your marketing initiatives with our pre-designed funnel and website templates tailored for the tax industry. With CRM Excel’s intuitive drag-and-drop builder, you can easily craft stunning, high-converting landing pages directly on your domain.
Keep your calendar Filled
Wave bye-bye to empty slots and missed deals! CRM Excel magically nudges new and returning clients to book appointments with zero effort from you. Sit back, sip coffee, and watch your tax business close deals like a total rockstar!
Chat Your Way to Client Love!
CRM Excel corrals all your comms—calls, texts, you name it—into one slick hub. Our two-way chat, dialer, and contact magic turn leads into clients like a charm. Route calls, woo prospects, and seal deals with zero fuss, all from your desktop or phone. You’ll be the tax-pro whisperer, converting eager leads anywhere, anytime!
Easy Invoicing & Contracts
CRM Excel lets you whip up, track, and fire off invoices via text or email like a tax-pro superstar. Cash flows in smoothly, and our pro-level contract and engagement letter templates lock in payments tighter than a vault. Get paid, stress-free!
Never Miss a message
Timing’s everything, and CRM Excel’s your wingman! Our automation zaps responses to leads faster than you can say “tax refund.” All your chats live in one easy-peasy system, so you’re always on top—snagging opportunities and zooming your tax biz to the front of the pack!
Charm Clients & Revive the Lost!
CRM Excel’s slick campaigns hit up to 80% response rates with SMS, email, and voicemail drops. Nurture fresh leads and rekindle past clients with zero hassle. Your tax biz will be the talk of the town—reeling in fans like never before!
Track, Automate & Grow!
CRM Excel tracks leads through pipelines like a pro. Automate follow-ups for prospects and clients in one slick system, ditch the boring tasks, and reclaim hours to crush more returns or software sales. Your tax biz is about to scale to epic heights!
Training & Support That’s Got Your Back!
Dive into CRM Excel with our video training portal—step-by-step guides so easy, your whole team will be pros in no time. Stuck? Just hit the Chat button on the dashboard, and our 24/7 support squad swoops in like tax-season superheroes to save the day!
Industry Leading Features
Build Sites That Shine
Our easy drag-and-drop tool lets you create stunning, high-converting websites and funnels on your domain. Be the tax pro with a page that screams ‘hire me!’
Easy Communication
CRM Excel’s auto-magic sends texts, emails, calls, and messages through SMS, WhatsApp, Facebook Messenger, and beyond. Connect with leads and clients like a tax-pro communication ninja!
Tax CRM
CRM Excel’s slick CRM organizes clients by engagement and lets you customize tax pipelines like a pro. Manage your tax biz with the swagger of a season-ending victory!
Mobile App
Seal deals on the fly! Answer leads, track statuses, smash reminders, and run your tax biz like a pro from anywhere!
AI Appointment Booking
CRM Excel’s AI tools snag appointments for you, so you can focus on raking in the cash like the tax-pro mogul you are!
Auto Dialer + Live Call Transfer
Get connected with inbound calls the second leads are ready or book your calendar. Blast follow-ups with our auto dialer and charm those clients like a tax-pro legend
Text To Pay
CRM Excel lets clients zap invoice payments via text smooth and secure as a tax pro’s best return. Speedy cash flow, ultimate convenience your wallet’s doing a happy dance!
Never Miss A Meeting!
Auto-reminders keep consultations on track, kicking no-shows to the curb. Focus on sealing deals and watch your tax biz shine like a pro!
Advanced Reporting
CRM Excel’s slick dashboards show your campaigns and sales team crushing it, so you can spot wins and stack opportunities like a tax-pro mastermind!
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.
$79
$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
24/7/365 LIVE 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
$249
/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
Advance 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
Unlimited Contacts & Users
Memberships, Courses & Communities
Unlimited Sub-Accounts
Branded Desktop App
Reseller Rights
Brand Development
Affiliate Management System
Advanced API Access
Dedicated Account Manager
Premium
Single Account - Setup 1 Premium 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
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 24/7/365 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, Premium, or Reseller 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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