Built to Help Tax & Credit Professionals Scale, Simplify and Succeed
built to help tax & credit
professionals scale,
simplify and succeed
Built to Help Tax & Credit Professionals Scale, Simplify and Succeed
built to help tax & credit
professionals scale,
simplify and succeed
built to help tax & credit
professionals scale,
simplify and succeed
Industry Leading Features
7 Channel
Automated Follow Up
Automatically message leads across multiple channels including SMS, Email, Voicemail, Calls, Facebook Messenger.
AI Appointment
Booking
Use Trillionlytics to book appointments for you so that you can focus on what matters the most: closing deals
Live Call
Transfer
Automatically get inbound calls every time a lead is ready to talk and when they schedule on your calendar.
Communication
Center
All Your Communications in one Place! Email, SMS, Phone, Voicemail, Facebook, Messenger, Web Chat, and so on!
Mobile
App
Close prospects on the go with our mobile app, respond to leads, track statuses, complete reminders, and more.
Team
Management
Work as team members to see the system how they see it, track progress, set up campaigns, and more.
Lead Round Robin
Automatically message leads across multiple channels including SMS, Email, Voicemail, Calls, Facebook Messenger, and Web Chat to increase response rates to up to 80%.
Reminders
Use Trillionlytics to book
appointment for you so that you can focus on what matters the most, closing deals.
Advanced Reporting
Work as team members to see the system how they see it, track progress, set up campaigns, and more.
I would give Trillionlytics a 5 out of 5 stars! It’s extremely easy to use even if you’re not tech-savvy, it’s effective and I recommended it to all my clients
The campaigns are so simple & easy to create... It's unbelievable.
I have used different marketing automation platforms and Trillionlytics is now the best one I can recommend for beginners and SME.
Honestly, I was skeptical at first, but Trillionlytics has made my workflow so smooth. The automation alone saves me at least 10 hours a week. I don’t have to chase leads anymore; the system does it for me. Total game-changer for my credit repair business.
"What I love about Trillionlytics is that it’s simple but powerful. I’m not super tech-savvy, but I can run my business like a pro now. My clients get automated updates, my team stays organized, and I get to focus on closing deals instead of doing admin work."
Switching to Trillionlytics was the best move I made for my tax business. Before, I was juggling 5 different tools and still missing leads. Now everything is under one roof. CRM, automation, and even ads tracking. My clients are impressed with how organized I am.
Plans for Businesses Of All Sizes
Emerald
$97/mo
24/7 live support (chat or Zoom)
Access to tax & credit niche snapshots
Access to pre-built Facebook ad templates
Powerful all-in-one CRM with pre-built automations
Pre-built chatbot to capture and convert leads 24/7
Training video library to help you master the industry
Two 1-hour onboarding calls to launch your system right
3 sub-accounts included (use for your business plus team or partners)
Gold
$197/mo
Everything in Emerald, plus:
Branded dashboard customization
Expanded snapshots & niche automations
Pipeline automations to manage leads and follow-ups
Full ad library with plug-and-play Facebook
6 sub-accounts included (expand for team or partner use)
Option to add vacation incentive upgrade ($99/mo)
Platinum
$497/mo
Everything in Gold, plus:
1 Vacation Incentive account
Advanced analytics dashboards
Done-for-you ad launch support (Facebook & Google)
Advanced workflows (follow-ups, reminders, upsell flows)
Advanced workflows (follow-ups, reminders, upsell flows)
frequently asked questions
What kind of support do you provide?
Support is at the heart of everything we do so supporting you and your business is our top priority. We offer 24/7 email support as well as an easy-to-navigate comprehensive tutorial library for quick answers to your questions.
How Secure Us My Customer Data?
Data privacy and security is every company's obligation. That's why we ensure compliance with all governing laws and regulations, as well as provide extra protection against security breaches.
How Does Your Automation Work?
We provide comprehensive automation that will execute and automate workflows across your high-value business processes. Our smart campaigns will put SMS, Email, Web Chat, Phone Calls, and Calendar Appointments on autopilot.
Can I Cancel My Account At Any Time?
Yes! You can cancel or pause the account at any time and you're also able to resume it again. No need to worry about obligations or contracts.
What Platforms Do You Integrate With?
Our integration spans across multiple platforms for simple and seamless automation. We use Zapier to automate between over 2000 other applications with ease.
Where data meets domination
Have a question for us?
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Office Hours
Mondays - Fridays: 9am - 5pm
Saturday - Sundays: Closed