SmartReach
automates personalized email outreach and follow-up sequences so firm owners build a predictable pipeline of new leads without manually managing repetitive cold communications.
Quick Info
- Website
- smartreach.io
- Categories
- Productivity
Related Tools
Endex AI Agent
uses AI to automate DCFs, three-statement models, SEC data ingestion, and cell‑logic tracing so your firm speeds forecasting and improves auditability.
Notis
automates meeting notes and task summaries so accounting firms capture key client discussions, reduce follow-up time, and keep engagement records accurate across the team.
CallHippo
automates routine client interactions with AI-driven voice agents so accounting firms reduce missed calls, respond faster, and reclaim billable hours for high-value advisory work.
SmartSuite
consolidates practice management and client data to automate document collection and standardize workflows for predictable, profitable delivery.