Stop Losing Leads to the "Inbox Void" While You’re Busy Filing Taxes.

Don't let your clients wait for an email that might land in spam. Meet them on Facebook Messenger—integrated directly into your TGP CRM.

Is Your Facebook Page a Graveyard for New Leads?

Missed Opportunities

You get a DM on Facebook, but you don't see it until 3 days later. By then, they’ve already found another tax pro.

Fragmented Data

Your client info is in the CRM, but your conversation is trapped on your phone’s Messenger app. You’re constantly switching back and forth.

Compliance Risk

Keeping business conversations on a personal social account makes it impossible to track your team's communication or maintain a professional audit trail.

Unified Facebook Messenger Integration

  • One Dashboard, Zero Chaos: Chat with clients on Facebook Messenger right inside your TGP CRM. No more app-switching; every message lives inside the client’s contact folder.

  • Instant Response Automation: Use our "Keyword Engagement Workflow" (like the reference site). If a client DMs you the word "TAXES," the CRM can automatically reply with your booking link.

  • Never Miss a Beat: Get instant desktop and mobile notifications from the CRM the moment a Facebook lead reaches out.

TAX GROUP PROS

Atlanta, Georgia