Accountant Edition

Built with input from accountants and business development professionals from the accounting industry.

What will it do for me or my practice?

  • Equip yourself or your staff with a simple tool that helps keep track of prospects
  • Add decision making contacts and their personal preferences
  • Access sales resources, training videos, best practices, and more
  • Send referrals to referral sources including lawyers, colleagues, bankers, and anyone else in just a few clicks
  • Have a bird’s eye view of why pursuits are lost; so you can turn them around for future acquisitions
  • Export all information easily for seminars, holiday mailers, and much more

What does it offer?

Front-line friendly assistant

Available for both iPhone and Android devices, CatchIt is meant for those on-the-go. Whether at a seminar, canvassing local businesses, attending a wedding, or whatever – users can easily capture prospect details, referral sources, tasks, and more on a very simple interface.

Helps you to make smart decisions

Quickly view all potential deals in your own pipeline and gain insights into why you lose deals, and more.

Set it and never forget it

Add a next-step and it automatically syncs with your Google calendar, and vice versa. You’re used to getting appointment reminders your own way, so you can enjoy the same types of reminders but for your prospect appointments.

Stay close to decision makers

All contacts are stored in one place for easy accessibility and quick dial capability. Store important information such as what coffee they drink, their favorite sports team, and much more to help you protect and grow deeper relationships.

Honestly, this is how everything should be. So simple.

Brian Henderson

Partner

Platform friendly

Access your information from mobile devices and desktops 24/7, 365 days a year.

Simple and supportive back-end portal

Want to work off a bigger screen? Access your prospect portal and quickly perform the same functions including easy filtering and exporting into .CSV for event invites, reporting, and more from a clean interface.  

Send and keep track of referrals

Build your referral source relationships by sending them leads and contact information directly, keeping track of their personal preferences, and running reports that you can use to get credit.

Awesome support

We set you up and even personally load any supporting sales documents you have into your Resource Centre so you can access these while on-the-go. Relax, sit back, and be ready for your sales pitch on demand.  Need to set up employees or anything else? We’ve got you covered.

What do I get for my investment?

  • Access to CatchIt Mobile Application
  • Access to CatchIt Desktop Portal
  • Store unlimited prospects
  • Store unlimited Contacts
  • Unlimited exporting
  • Unlimited Support via Support Centre
  • We upload your sales brochures, pricing lists, sell-sheets, and anything else you need while on the go
 

Built with input from accountants and business development professionals from the accounting industry.

What will it do for me or my practice?

  • Equip yourself or your staff with a simple tool that helps keep track of prospects
  • Add decision making contacts and their personal preferences
  • Access sales resources, training videos, best practices, and more
  • Send referrals to colleagues or referral sources including lawyers, bankers, and anyone else in just a few clicks
  • Have a bird’s eye view of why pursuits are lost; so you can turn them around for future acquisitions
  • Export all information easily for seminars, holiday mailers, and much more

What does it offer?

Front-line friendly assistant

Available for both iPhone and Android devices, CatchIt is meant for those on-the-go. Whether at a seminar, canvassing local businesses, attending a wedding, or whatever – users can easily capture prospect details, referral sources, tasks, and more on a very simple interface.

Helps you to make smart decisions

Quickly view all potential deals in your own pipeline and gain insights into why you lose deals and more.

Set it but never forget it

Add a next-step and it automatically syncs with your Google calendar, and vice versa. You’re used to getting appointment reminders your own way, so you can enjoy the same types of reminders but for your prospect appointments.

Honestly, this is how everything should be. So simple.

Brian Henderson

Partner

Stay close to prospects

All prospects are stored in one place for easy accessibility and quick dial capability. Store important information such as what coffee they drink, their favorite sports team, and much more to help you protect and grow deeper relationships.

Platform friendly

Access your information from mobile devices and desktops 24/7, 365 days a year.

Simple and supportive back-end portal

Want to work off a bigger screen? Access your prospect portal and quickly perform the same functions including easy filtering and exporting into .CSV for event invites, reporting, and more from a clean interface.

Send and keep track of referrals

Build your referral source relationships by sending them leads and contact information directly, keeping track of their personal preferences, and running reports that you can use to get credit.

Awesome support

We set you up and even personally load any supporting sales documents you have into your Resource Centre so you can access these while on-the-go. Relax, sit back, and be ready for your sales pitch on demand.  Need to set up employees or anything else? We’ve got you covered.

What do I get for my investment?

  • Access to CatchIt Mobile Application
  • Access to CatchIt Desktop Portal
  • Store unlimited prospects
  • Store unlimited contacts
  • Unlimited exporting
  • Unlimited Support via Support Centre
  • We upload brochures, sell-sheets, and anything else you need while on the go