Company Performance Metrics
Kount CRM is a done-for-you customer relationship management and marketing system for Canadian bookkeepers and accounting professionals. The platform combines a customizable website with built-in lead capture, a tax deductions lead magnet, and a 56-email nurture sequence focused on Canadian tax topics. It includes CRM and pipeline management,
automated appointment booking, calendar integration, reporting dashboards, and a unified inbox for client communications. Kount CRM also preconfigures workflows, email content, and booking processes so firms can start capturing and nurturing leads quickly. The service is aimed at accounting firms that want to attract and convert new clients while spending less time on technical setup and campaign creation. Pricing is structured as a base platform fee plus usage-based add-ons for communication channels.
