On ActiveCampaign you have automated marketing flows for virtually any industry, and finance is no exception. ActiveCampaign makes things easier for you through its dedicated template recipes, made specifically for accounting and finances.  This means you can set automatic marketing and logistics flows without having to be a marketing expert or have to take training in digital marketing.

Nowadays, there’s the need to have a well-defined communication strategy in your pipeline, in part due to the pandemic, which caused an increment in digital communications. Having a robust communication tool in your arsenal of finance software will increase your customer satisfaction. It will also allow you to reach out to potential customers more effectively.  An automation software like ActiveCampaign will make this faster and with much higher quality.

In accounting and finances, you can apply ActiveCampaign’s automated flows to perform routine tasks that are essential in any accounting/finance agency. You can automate paperwork submissions, expenses reimbursement, credit scoring, meetings, among others. You can also create pipelines and assign deals (which are pieces of information related to potential sales.) to each stage of it. For example, a potential new client fills out a form asking for your services related to accounting. You can automate the sending of emails with information related to your services until you get your goal which is to turn that prospect into an actual client. From there, you can automate your workflow while you are working for that client, like requesting paperwork, bills, sending tax reports, etc.

Do you want to know some of the automated templates included with ActiveCampaign, as well as the possible integrations with some of the popular apps for managing finances and accounting? keep reading to find it out.