The Connection Suite
Contact Management & Organization Tools
Contacts
Conversations
Email Templates
Dialer System
Contact Management
Our user-friendly interface at Tax Revenue Manager makes handling contacts a breeze. Quickly find who you're looking for or add new entries. Organize them into groups with a simple drag-and-drop action, much like sorting files on your desktop. Opt for a list or card view to prioritize key contacts, ensuring easy access regardless of your contact count.
Create Smart List
Organize and target your audience effortlessly with Smart Lists.
Segment contacts by prospects, 1040 clients, tax planning, or contractors, then use lists to send precise emails, texts, or automated campaigns in seconds.
Quick Tagging
Tag contacts instantly or let TRMCRM auto-tag based on activity, separating groups like EIC vs. high-income clients or mentorship vs. software leads.
This ensures limitless segmentation for better targeting and personalized outreach.
Manage Connections
Bulk-manage leads and clients to launch automated campaigns, drip sequences, or marketing workflows with ease.
TRMCRM also connects with Facebook and Instagram DMs — like ManyChat — so you can auto-respond to inquiries, nurture leads, and convert conversations into clients.
Real Time Conversations
Instant Engaging Conversation
TRMCRM keeps you connected with real-time, two-way conversations via SMS and email — no extra phone lines or third-party apps required. Send updates, answer questions, and manage all client communication directly from your dashboard, keeping every interaction organized and effortless.
Two Way Texting & DMs
TRMCRM transforms client communication with real-time, two-way texting and integrated Facebook/Instagram DMs.
Clients interact just like regular texting, while you handle it all from one dashboard — no extra apps required.
Conversation History
Keep all communication in one place — calls, texts, emails, and DMs.
Easily review past conversations for instant clarity, so you never miss a detail or lose track of client interactions.g no room for confusion.
Smart Contacts
Link contacts by business, vendor, staff, or client tier to segment your audience and personalize outreach.
Easily manage clients, team members, and vendors in one organized, automated system.
Plug & Play Email Templates
TRMCRM includes 40+ customizable email templates for prospecting, client follow-ups, and team communication. Easily add your branding, hit send, and maintain consistent, professional messaging without starting from scratch. Need it fully hands-off? Upgrade to our VA service and have every email tailored for you — saving time while keeping your outreach flawless.
Plug & Play Templates
Even on Lite, TRMCRM includes 40+ pre-written email templates for tax season, client follow-ups, and team communication.
Just add your branding and hit send — professional emails, zero stress.
Easy Email Editing
Design mobile-friendly, on-brand emails with our drag-and-drop editor — no coding needed.
Want to go custom? Use our HTML editor for full creative control.
Campaigns & Tracking
Send targeted, personalized emails to nurture leads and boost revenue.
Track opens, clicks, and failed sends in real time to optimize performance.
Command Your Calls Like a Pro
No more blind calls or guessing games. TRMCRM’s Call Center Suite equips your team with real-time client data, SOP guidance, and AI-powered tools to increase close rates and keep your processes tight.
Call Recording Feature
AI Voice & Auto Attendant
Streamlined Appointment Automation
Outbound Call Visitor Monitoring
Follow-Up Flawlessness
Never lose a lead again.
TRMCRM automates follow-ups with built-in workflows for 1040s in Lite and Software Resell & Tax Pro Education in Pro, keeping every prospect engaged and moving toward a “yes.”
Booking Management
Stop chasing confirmations and no-shows. Automate reminders, confirmations, and consultation billing — all from your TRMCRM calendar. Keep your schedule organized, paid, and predictable.
Fast Start Sales Scripts
Close leads faster with ready-to-use sales scripts and call flows included in our 100 Days of Taxes Fast Start Challenge.
Give your team the exact words and timing to turn warm leads into paying clients.
TRMCRM: Streamlined Solutions for Smarter Financial Businesses.
Get in touch
6221 W Wilshire Blvd, Ste 3,
Oklahoma City, Oklahoma 73132