CRM for Business Setup & Accounting Firms — Just $149/Month
Keep your clients on track with automated reminders for trade license renewals, visa expiries, VAT and corporate tax deadlines, plus follow-ups, announcements, and holiday or birthday wishes - all from a single dashboard. Our premium GoHighLevel CRM setup helps you monitor every client, every compliance task, and every important deadline.
You get the entire system, ready to go in a week, for just $149/month.
You get the entire system, ready to go in a week, for just $149/month.
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Everything You Need to Manage Clients, Reminders & Follow-Ups
Consolidated Customer & Lead Database
No more scattered spreadsheets. Keep all your leads and customers in one clean, searchable place : Complete with tags, history, and smart filters that make customer relationships a breeze.
One Place for All Conversations
Whether you chat with your client via email, WhatsApp or social media, manage chats from everyone, all in one unified inbox. No switching tabs. No lost messages. Just seamless communication with every contact.
Stay on Top of Every Client & Lead
Visual pipelines help you track every client, from onboarding to renewals, filings, and follow-ups. Monitor every task, never miss a deadline, and keep every client satisfied.
Automated WhatsApp & Email Reminders
Set up smart journeys that automatically send reminders for renewals, filings, and follow-ups. AI personalizes messages across WhatsApp and email so you never have to chase a client manually.
Collect Feedback and Reviews
Easily send review requests and feedback forms once a job is done. Gather testimonials, boost your credibility, and keep improving based on real customer input.
Send Birthday Wishes & Season's Greetings
Make your customers feel valued with automated birthday messages and seasons greetings. It’s a simple way to stay top of mind, boost engagement, and drive repeat business, all without manual effort.
A CRM Built for Business Setup, Tax & Accounting Companies .
Our CRM is powered by GoHighLevel, a trusted platform used by businesses worldwide to automate client management and compliance tasks.
For just $149/month, Pop Up Teams makes it effortless to get started.
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