The Growth Machine CRM
A Smarter System for Accounting Sales & Follow-Up
If your leads are going cold, your follow-up is slow, or you’ve got too many tools doing half the job, The Growth Machine (TGM) is the answer. TGM is a CRM and marketing platform designed specifically for accountants and financial service providers. It helps you stay organized, consistent, and visible, all without needing a marketing department. TGM takes the stress out of managing leads and client communication for everyone in the accounting industry, from a solo CPA to a growing practice.
Everything You Need in One Place
With TGM, you don’t need a separate tool for every task. It brings your sales and marketing into one system:
Capture leads from contact forms, ads, referrals, or downloads
Assign leads and track status through your sales process
Follow up with automated emails and SMS
Launch basic marketing campaigns for tax season, audits, or promos
Monitor what’s working with simple real-time dashboards
You say goodbye to spreadsheet chaos and instead get a clear view of your clients and prospects, updated in real time.
Marketing Made Easy for Financial Services
You won’t need to build campaigns from scratch or pay an agency to do it. TGM comes with a pre-built marketing campaign you can copy, tweak and run whenever you need.
Promote services like:
Tax prep, extensions, and quarterly filings
Bookkeeping and payroll
Advisory, CFO services or financial planning
Niche services like nonprofit compliance or trust accounting
You get email templates, landing pages, and automation flows, all ready to go. Just change the offer, adjust the audience, and hit send.
Follow-Up That’s Consistent and Professional
TGM keeps you in front of prospects and clients without needing constant reminders. Set automations once, and the system takes care of the rest.
Here’s what you can do:
Instantly respond to new inquiries via email and SMS
Schedule consultation reminders or tax deadline nudges
Trigger re-engagement emails for dormant leads
Assign follow-up tasks to your team
You won’t lose business because someone forgot to call back. TGM closes the loop every time.
See What’s Working
(and What’s Not)
You need visibility to grow. That’s why TGM gives you real-time reporting on:
Lead sources: where your traffic is coming from
Conversion rates: who’s becoming a client and why
Pipeline progress: what’s moving and what’s stuck
Campaign impact: which emails and offers are performing
You don’t need to guess anymore, because you get clear answers and better decisions.
Why Accounting Firms Use TGM
Purpose-Built: TGM is made for financial service pros
Time-Saving: You won’t spend hours managing campaigns or chasing leads
Sales-First: It’s built to drive new client business, not just store data
Fully Integrated: Forms, emails, tracking, and task management in one place
No Tech Headaches: We set it up, you use it. Simple!
Every Prospecting Pros marketing plan includes access to The Growth Machine. It’s your new favorite system.
What’s Included
CRM built for CPAs, tax pros, and financial firms
1 customizable marketing campaign ready to launch
Full automation for follow-ups, reminders, and nurturing
Forms, tracking tools, and calendar integration
Mobile app and desktop dashboard
Onboarding and ongoing support included
Ready to Work Smarter?
Book a demo and see how TGM simplifies your sales and marketing, so you can focus more time on billable work.
FAQs
Do I need a team to use this?
Not at all. TGM is great for solo practitioners and small firms. It automates what you don’t have time to do manually.
Can I use it during busy season?
Yes, and you should. TGM helps you manage the spike in leads and client activity without dropping the ball.
How do I customize the campaign?
Just duplicate the built-in campaign and adjust your messaging using the drag-and-drop editor.
Is this a separate tool or part of my plan?
It’s included with every Prospecting Pros marketing plan at no added cost.
What if I already use a CRM?
Many firms switch to TGM because it’s simpler and includes marketing. We can help migrate your contacts and set everything up.
