Save an additional 5 hours a week for $0.65 cents a day.
The scale plan is all about supercharging your firm with advanced automation and integrations. For example:
Automate client follow-ups
Send automated text and email reminders so you never have to chase down clients again
Automatically trigger email updates to clients
Automatically send customized emails to clients as tasks are completed for status updates, surveys, scheduling meetings, or more.
Identify your most profitable clients, services, and team members
Track profitability in your realization reports on a client, project, service, and team member level to boost profitability
Upsell clients with advanced proposal features
Use advanced features to create packages and optional add-ons in proposals to earn more revenue from potential clients
Integrate your entire tech stack
Integrate with all your favorite apps to automatically keep client information in sync across your apps and access other apps from inside Financial Cents.
Firm-branded client portal
Create a better experience for your clients with a custom-branded client portal.
Scale Plan includes the following upgrades to features:
Client Portal
Workflow automations
Proposals & engagement letters
Packages in proposals
Email
Shared inbox
Multiple email integrations per user
Integrations
Google Drive (coming soon)
One Drive (coming soon)
Upgrade to unlock these features