Manage more clients with WhatsApp. Organized.

The WhatsApp CRM for accounting and professional firms.

Centralize your entire team. Never lose queries or clients.

The problem

Sound familiar?

Your advisors handle tax queries via WhatsApp from their personal phones. Clients wait for responses and you don't know who's handling which case. When an advisor goes on holiday, nobody covers their clients. And during tax season it's chaos.

The solution

3 things that change everything

  1. Shared inbox by specialty

    Tax, payroll, accounting. Each team sees their own. You see everything. Automatic assignment by query type.

  2. Complete history per client

    All conversations with a client in one thread. Internal notes between colleagues. Never lose context.

  3. Integration with your accounting software

    Holded, Xero, Sage, QuickBooks and more. Each client with a synced profile. Automate document reminders.

Success story

26 advisors handling legal and tax queries via WhatsApp in one dashboard. Before, it was impossible to know who was handling what. Now every case has its complete history.

— Director, Sin Deudas Abogados

26 advisors connected
0 unanswered queries
< 4 min average response time

Pricing

Transparent, no surprises

From €49/month + €18 per advisor

Example: firm with 8 advisors = €193/month

  • 14-day free trial
  • No commitment
  • Migration included
  • Unlimited contacts and messages

Frequently asked questions

Does it integrate with my accounting software (Holded, Xero, Sage)?

Yes. ManyContacts integrates with major accounting platforms via API, Zapier or Make. If your software has an API, we can connect it.

Is it secure for client tax data?

Yes. ManyContacts is GDPR compliant. Data is stored on encrypted European servers. You can export or delete any data at any time.

What happens when an advisor goes on holiday?

Conversations are reassigned to a colleague with one click. The new advisor has the client's full history. Zero context loss.

Can I automate document reminders?

Yes. You can create templates and automations to request documents before tax season, quarterly VAT, etc. All via WhatsApp.

Stop losing client queries on WhatsApp

Request a 20-minute demo and discover how to centralize your firm's client support.