Take Full Control of Your Marketing Strategy
With Taxology Hub’s built-in CRM, you can create and assign dedicated phone numbers to track which marketing channels drive the most leads. Route calls to the right team members, streamline communication, and monitor call quality to keep client satisfaction high. Your entire marketing workflow—organized, optimized, and at your command.
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Customize Call Routing with Ease
Decide exactly where incoming calls go when your marketing numbers are dialed. Forward calls to a specific phone number or assign them to the office best equipped to handle the inquiry. With Taxology Hub, you’re always in control of the client experience.
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Tap Into Every Call
Gain valuable insights by reviewing recorded conversations between your team and clients. With Taxology Hub, you can monitor call quality, ensure top-tier customer service, and provide coaching when needed—all to help your business grow stronger with every call.
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Set Up Geo Routing
Automatically route incoming calls based on the caller’s zip code to the nearest office or representative. With Geo Routing, Taxology Hub ensures clients are always connected to the right team—boosting efficiency and delivering a more personalized experience.
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Extensive Reporting
Quickly identify which marketing channels are driving the most results. With tax season being so short, real-time insights help you focus your efforts where they matter most—so you can maximize every opportunity without wasting time or money.