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Tax Pilot CRM Features:

  • Dialer System

  • Calendar Booking System

  • Chat Widget

  • Contact Management

  • Conversations (2 Way)

  • Funnel Builder

  • Payments & Invoicing

  • Pipeline Management

  • Reputation Management

  • Social Media Planner

  • Survey Builder

  • Website Builder

  • Workflows (Automation)

*Tax Pilot's Phone system will automatically charge you $10 and load your account with credits upon creation.

Your account will auto-reload if it falls below $10 of credits to avoid any interruptions.

Message and Data rates apply and these fees are separate from the Tax Pilot subscription.

Fees are as follows: Making Calls $.026 / min, Receiving Calls $.017 / min and Text Messages $.015 / SMS

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