Never miss a client call during tax season or year-round. When clients call about tax preparation, bookkeeping, or accounting services, we automatically text them back.
Lead Lock 360 is specifically designed to help accounting firms capture, nurture, and convert more leads
When clients call and you're unavailable, we automatically send them a text message. Never lose a lead because you missed a call.
Engage with clients through SMS and email. Answer questions, provide information, and respond in real-time from anywhere.
When clients respond to your text, automatically send them a calendar link to schedule services. They can book directly without back-and-forth calls.
Automatically follow up with clients who inquired. Send them relevant information, updates, and helpful tips via SMS and email.
All your leads are automatically stored in our CRM. Track every interaction and manage your entire pipeline in one place.
Automatically request reviews after successful services. Monitor your online reputation and get notified when new reviews are posted.
Here's what Lead Lock 360 does for accounting firms
When someone calls about services and you're busy with another client or unavailable, we instantly send them a text: "Hi! Thanks for calling. Our team is currently with clients but would love to help you. Reply to this text and we'll get back to you right away!" This ensures you never lose a potential client.
Set up automated campaigns that nurture leads over time. For example, when someone inquires, automatically send them relevant information, updates, and helpful tips. Keep your business top-of-mind until they're ready to take action.
When a client texts you, automatically send them a calendar link to schedule services. They can book directly without back-and-forth calls, saving you time and making it easier for clients to connect with you.
Our CRM automatically tracks every lead, every conversation, and every interaction. See at a glance who's ready to move forward, who needs more information, and who you should follow up with today.
Studies show that responding to leads within 5 minutes increases conversion rates by 900%. With Lead Lock 360, you're responding instantly, even when you're busy. This speed and responsiveness helps you close more deals.
After successful services, automatically send a text asking for a review. Positive reviews help you get more referrals and attract more clients. We also monitor your online reviews and alert you to new ones.
Instead of spending hours manually following up with leads, our automation handles routine communication. You focus on serving clients while we handle the follow-up work.
Join accounting firms who are using Lead Lock 360 to capture more leads and grow their business.