📇 Contacts Management
Organize and manage your tax practice contacts with Conecta's powerful bilingual CRM system. Keep track of clients, leads, and prospects all in one place.
Contact Management Features
Client & Lead Organization
Separate your contacts into clients (paying customers) and leads (prospects) with easy filtering and categorization.
- Contact type classification (client/lead)
- Advanced search and filtering
- Custom contact fields
- Bulk import/export capabilities
Contact Tagging & Categories
Organize contacts with custom tags and categories to easily segment your practice for targeted communications.
- Custom tags and labels
- Tax year organization
- Service type categorization
- Priority level assignment
Contact Analytics
Track contact engagement, conversion rates, and practice growth with built-in analytics and reporting.
- Lead conversion tracking
- Client retention metrics
- Revenue per client
- Growth trend analysis
Integration & Automation
Connect contacts with tasks, workflows, and communications for seamless practice management.
- Task assignment to contacts
- Automated workflow triggers
- Communication history tracking
- Document management integration
How Contact Management Works
Import Your Contacts
Import existing client lists from Excel, CSV, or other CRM systems. Conecta automatically organizes and categorizes your contacts.
Organize & Tag
Use tags, categories, and custom fields to organize contacts by service type, tax year, priority level, or any criteria you choose.
Track Interactions
Log all client communications, document exchanges, and service history in one centralized contact record.
Automate Workflows
Set up automated workflows that trigger based on contact actions, ensuring no follow-up is missed.
Benefits for Your Tax Practice
🎯 Better Client Relationships
Keep detailed records of all client interactions and service history to provide personalized, professional service.
📈 Increased Revenue
Convert more leads to clients and increase revenue per client with organized contact management and follow-up automation.
⏰ Time Savings
Reduce time spent searching for client information with organized contact records and quick search functionality.
🔄 Scalable Growth
Easily manage growing client bases with automated workflows and systematic contact organization.
Ready to Transform Your Contact Management?
Start organizing your tax practice contacts with Conecta's powerful CRM system. Import your existing contacts and see the difference immediately.