ClientWhys

ClientWhys is a crm product. Marketing automation for tax and accounting professionals. Put simply, it is about keeping every contact, deal and follow-up in one place so nothing slips.

Who is it for? Mostly sales teams and founders who are tired of spreadsheets. Related areas on their profile: Cloud Computing, CRM, Customer Service and Web Design. As a small product team themselves (11 to 50 people), they tend to serve customers of a similar scale best. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

ClientWhys is based in Newport Beach, California and founded in 2007. Their site is clientwhys.com.

Before you commit, look at pipeline stages, email sync, mobile app, and what reporting costs extra. A short pilot with your real data tells you more than any demo.

The facts above come from public company records. The score will come from people like you. Used ClientWhys? Rate it.