TaxClosers / Product
Your leads land here ready to call. Log every call in one tap, set follow ups, and move cases from new to signed.
No answer, voicemail, talked, appointment, or signed. One tap logs it.
No answer or voicemail sets a call back for tomorrow on its own.
Drag leads from New to Signed. See every case at a glance.
Set a time for any lead. Overdue ones show in red on your Today page.
Tap Bad number in the lead. A new lead takes its place.
Push each new lead to your CRM by webhook. Or copy a CSV.
Plans
The full CRM and dialer for 3 days.
Start it in your first 3 days. $49.99 after. The dialer is free with it, forever.
Download your leads as a CSV.
First 3 days free. Start in 3 days and lock $19.99 a month. After that it's $49.99. The dialer is free with it.
Choose a CRM plan