Sales & Marketing Solutions In One Simple Place

What We Offer

Select the plan that fits your needs today—and scales with your growth tomorrow.

Starter

$45/mo

  • Organize every client and contact with an unlimited* CRM tailored for accounting & tax firms.

  • Deliver a premium client experience with a secure client portal and mobile access.

  • Document storage & e-signatures included* to keep work moving.

  • Ready-made automations to streamline tax, bookkeeping, and client workflows.

  • Integrated email, SMS, and secure chat for compliant communication.

  • Get paid faster with proposals, invoices, and online payments in one place.

  • Simplify onboarding with smart intake forms and pre-built data capture.

  • Essential support via email & chat. Average response time: ~24h. Mon–Sun 9:00–18:00 ET (US holidays excluded)

  • 14-day free trial — no charges today; billing begins on day 15 unless canceled.

Growth

$99/mo

Everything in Starter, plus:

  • 2–5 team members included with roles & permissions.

  • Team scheduling with round-robin calendars and shared inbox.

  • Advanced automations & pipelines for sales, onboarding, and renewals.

  • Campaign tools (funnels, forms, web chat) to capture and convert more leads.

  • Reputation & social management to request reviews and schedule posts.

  • Enhanced analytics & dashboards for capacity, revenue, and pipeline health.

  • Priority support (same-day during business hours). Mon–Sun 9:00–18:00 ET (US holidays excluded)

  • Add-ons: White Label Lite (dominio + marca), migraciones, automatizaciones extra.

Agency

$197/mo

Everything in Growth, plus:

  • Unlimited users & multi-pipeline setups across service lines.

  • Custom automations & templates for complex engagements.

  • Multi-location/brand options and advanced integrations (Zapier/Make).

  • Account review/onboarding call with best-practice setup.

  • Priority+ support with faster SLAs and implementation guidance. Mon–Sun 9:00–18:00 ET (US holidays excluded)

Unlimited contacts and pipelines. Storage is provided on a fair-use basis and is subject to platform per-file limits (for example, documents/images up to ~100 MB each; videos up to ~4 GB).

One Platform to Automate & Integrate Your Business

Work Faster. Scale Smarter.

Run CRM, messaging, marketing, and operations from a single, integrated hub.

Built to grow: Add users and capabilities as you scale.

Automate the busywork: Triggers, reminders, and pipelines that save hours.

Connect your stack: Email, SMS, web chat, forms, funnels—together.

Drive retention: Track journeys, nurture relationships, and measure results.

2-Way Text Messaging

Streamline communication with clients using real-time texting directly from the platform.

Instant Interaction: Send and receive texts seamlessly.

Automation: Schedule reminders and follow-ups effortlessly.

Centralized Records: Keep all conversations organized in client profiles.

Boost Response Rates: Clients respond faster to text messages.

Enhance client relationships and stay on top of every interaction with LupraHub’s 2-way text messaging.

Reputation Management

Take control of your business’s online presence and build trust with clients.

Review Monitoring: Track and respond to reviews across platforms.

Automated Requests: Send review requests to clients after services to boost positive feedback.

Analytics: Gain insights into your reputation trends and client sentiments.

Improved Visibility: Enhance your online credibility to attract more clients.

LupraHub makes managing your reputation easy, so you can focus on delivering great service while maintaining a strong online presence.

Appointment Automation

Simplify scheduling and never miss a meeting with powerful appointment automation.

Effortless Scheduling: Clients can book appointments online based on your availability.

Automated Reminders: Reduce no-shows with text and email reminders.

Calendar Sync: Integrate with your calendar to stay organized.

Custom Booking Pages: Create branded booking links for a professional touch.

LupraHub’s appointment automation ensures your schedule runs smoothly, saving you time and enhancing client convenience.

Social Media Management

Take the hassle out of managing your social media presence with LupraHub’s all-in-one tools.

Plan & Schedule: Create and schedule posts across multiple platforms from one dashboard.

Engagement Tracking: Monitor likes, comments, and shares to measure performance.

Content Automation: Automate regular posts to stay consistent with your audience.

Analytics: Gain insights into what works best with detailed performance reports.

LupraHub helps you save time, grow your audience, and maintain a professional online presence effortlessly.

Unified Messaging

One inbox for email, SMS, web chat, and more.


Keep every client conversation in one place—reply faster, keep context, and never miss a message.

LupraHub centralizes email, 2-way texting, web chat, and social channels into a shared inbox tied to each client profile.

Why it matters

Single, shared inbox — email, SMS, web chat, and social in one timeline.

2-way texting & templates — schedule messages, use snippets, attach files.

Assignments & internal notes — route to the right person, @mention teammates.

Automations — after-hours replies, keyword routing, round-robin, SLAs.

Full client history — every message logged on the client profile for auditability.

Compliance built in — opt-in/out controls and deliverability best practices.

Analytics — response times, conversation tags, and team performance.

Automated Web Chat

Enhance your website with intelligent, automated web chat to engage visitors 24/7.

Instant Responses: Answer client questions in real time, even when you’re offline.

Lead Capture: Collect contact details and inquiries seamlessly.

Customizable Chat Flows: Tailor responses to common questions for a personalized experience.

Integration: Automatically sync chat data with your CRM for follow-ups and insights.

LupraHub’s automated web chat helps you convert visitors into clients while saving time and improving customer service.

Missed Call Text Back

Never lose a lead or client opportunity with LupraHub’s Missed Call Text Back feature.

Instant Follow-Up: Automatically send a text message to anyone who calls and doesn’t reach you.

Professional Response: Customize messages to acknowledge the call and provide next steps.

Lead Capture: Turn missed calls into opportunities by encouraging a reply or booking.

Seamless Integration: Track missed calls and responses directly in your CRM.

LupraHub ensures every call counts, keeping you connected and professional even when you’re unavailable.

Lead Management

Turn prospects into loyal clients with streamlined lead management tools.

Organized Pipelines: Track leads at every stage of the sales process.

Automated Follow-Ups: Send timely messages and reminders to nurture leads.

Centralized Database: Store and access all lead information in one place.

Analytics & Insights: Monitor performance to refine strategies and close deals faster.

LupraHub simplifies lead management, helping you stay organized and maximize your business growth.

Hear From Our Clients

Amanda R., Accountant

LupraHub has completely transformed the way we work. From automated reminders to lead management, it’s made our practice more efficient and professional. Our clients love the seamless communication, and so do we!

Carlos M., Tax Preparer

With features like missed call text-back, reputation management, and sales pipelines, I’ve seen a huge boost in productivity and client satisfaction. LupraHub truly feels like an extra team member working around the clock!

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