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Pingman - Collect documents from your clients easily

Pingman is a wonderful app that simplifies collecting documents from your clients by automatically following up with them. Follow-up, automatic, productivity, cloud storage, crm

http://www.pingman.in/

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Pingman - Collect documents from your clients easily | pingman.in Reviews
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Pingman is a wonderful app that simplifies collecting documents from your clients by automatically following up with them. Follow-up, automatic, productivity, cloud storage, crm
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1 Accounting firms
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5 Automatic follow-ups
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9 secure cloud
10 Law firms
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Pingman - Collect documents from your clients easily | pingman.in Reviews

https://pingman.in

Pingman is a wonderful app that simplifies collecting documents from your clients by automatically following up with them. Follow-up, automatic, productivity, cloud storage, crm

SUBDOMAINS

blog.pingman.in blog.pingman.in

Pingman

Simplify follow-ups and information requests. Tips for Accounting Professionals on building a good website. As an accountant, your skills as a finance professional are of utmost importance. However, without the right brand basics in place, you could lose out on potential clients. Think of your services as a commodity. What words would you use to describe your services? How would you define the value you bring to your clients? Website content: Now this is where you will need to devote a couple of billable...

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pingman.in pingman.in
1

Plans & Pricing Pingman - Collect documents from your clients easily

https://www.pingman.in/pricing

No credit card required. Automatic Email and SMS reminders. CC email and sms. Additional agents at $5/agent/month.

2

Features Pingman - Collect documents from your clients easily

https://www.pingman.in/features

Manage all your contacts and contact groups easily. Get a quick overview of the requests sent to them and easily access files and documents shared with them. Requesting documents and data from your clients has never been easier. Create personalized requests for hundreds of contacts at a time in less than a minute. Pingman will automatically personalize and send your requests to individual contacts.

3

FAQ Pingman - Collect documents from your clients easily

https://www.pingman.in/faq

Is Pingman the right app for me? What is a request? Pingman lets you assign requests to individuals and groups alike. You can request documents, information, status updates to your contacts and assign deadlines to each. Pingman will do all the follow-up for each request for you. On time! How many requests can I create? As many as you want! How many contacts can I add to the contact manager? What do the request colors signify? Why should I go for the paid plan?

4

About Pingman - Collect documents from your clients easily

https://www.pingman.in/about

Having founded a small tech company for the first time, we knew little of accounting, taxation and legal matters. We often wasted time, efforts and money due to delays and missed deadlines. The frustrations were also shared by the accounting and legal firms we worked with. They struggled with running after clients for documents, balance sheets and other information. Follow-ups were eating up on their most important resource, time. Or on twitter via @iampingman. Give it a go!

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blog.pingman.in blog.pingman.in

Pingman

http://blog.pingman.in/tagged/cpa

Simplify follow-ups and information requests. Tips for Accounting Professionals on building a good website. As an accountant, your skills as a finance professional are of utmost importance. However, without the right brand basics in place, you could lose out on potential clients. Think of your services as a commodity. What words would you use to describe your services? How would you define the value you bring to your clients? Website content: Now this is where you will need to devote a couple of billable...

blog.pingman.in blog.pingman.in

Pingman

http://blog.pingman.in/tagged/tutorial

Simplify follow-ups and information requests. Getting started - Managing your contacts. It’s great to have you on board! Let’s cut to the chase and get to sending your first request in the next couple of minutes. Step 1. Verify your email account. Step 2. Add/Import contacts. Before we can get Pingman to run after your clients, we need to add their contact details to the app. Login to Pingman and click on the Contacts link in the top menu. Add contacts one by one. Import contacts from CSV file. Grouping ...

blog.pingman.in blog.pingman.in

Pingman

http://blog.pingman.in/tagged/accounting-firm

Simplify follow-ups and information requests. How to find your first clients. Split Your Marketing Plan. This is best divided between local and digital—makes reaching your clients way more convenient, streamlining your efforts in specific directions. Since the approach is different for both, you benefit from the two mediums. Ask Yourself The Basics. What is the kind of clientele you are looking at? Set A Price And Stick To It. Make Your Website Interesting. Create a spreadsheet of these and find out what...

blog.pingman.in blog.pingman.in

Pingman — Tips for Accounting Professionals on building a good website

http://blog.pingman.in/post/99891391883/tips-for-accounting-professionals-on-building-a

Simplify follow-ups and information requests. Tips for Accounting Professionals on building a good website. As an accountant, your skills as a finance professional are of utmost importance. However, without the right brand basics in place, you could lose out on potential clients. Think of your services as a commodity. What words would you use to describe your services? How would you define the value you bring to your clients? Website content: Now this is where you will need to devote a couple of billable...

blog.pingman.in blog.pingman.in

Pingman

http://blog.pingman.in/tagged/corporate-website

Simplify follow-ups and information requests. Tips for Accounting Professionals on building a good website. As an accountant, your skills as a finance professional are of utmost importance. However, without the right brand basics in place, you could lose out on potential clients. Think of your services as a commodity. What words would you use to describe your services? How would you define the value you bring to your clients? Website content: Now this is where you will need to devote a couple of billable...

blog.pingman.in blog.pingman.in

Pingman — First impressions matter. Make it count!

http://blog.pingman.in/post/98222256778/first-impressions-matter-make-it-count

Simplify follow-ups and information requests. First impressions matter. Make it count! No room for wardrobe mistakes — look sharp! Wondering how you can do that? Always be on time. Use a logo for your firm or even for your individual practice. This makes your services look more authentic. People will never walk up to a random CPA for their account matters. They want to trust someone with a brand name and your logo will do just that for you! Make your achievements loud and clear.

blog.pingman.in blog.pingman.in

Pingman

http://blog.pingman.in/tagged/getting-started

Simplify follow-ups and information requests. Getting started - Managing your contacts. It’s great to have you on board! Let’s cut to the chase and get to sending your first request in the next couple of minutes. Step 1. Verify your email account. Step 2. Add/Import contacts. Before we can get Pingman to run after your clients, we need to add their contact details to the app. Login to Pingman and click on the Contacts link in the top menu. Add contacts one by one. Import contacts from CSV file. Grouping ...

blog.pingman.in blog.pingman.in

Pingman — How to find your first clients

http://blog.pingman.in/post/98376199278/how-to-find-your-first-clients

Simplify follow-ups and information requests. How to find your first clients. Split Your Marketing Plan. This is best divided between local and digital—makes reaching your clients way more convenient, streamlining your efforts in specific directions. Since the approach is different for both, you benefit from the two mediums. Ask Yourself The Basics. What is the kind of clientele you are looking at? Set A Price And Stick To It. Make Your Website Interesting. Create a spreadsheet of these and find out what...

blog.pingman.in blog.pingman.in

Pingman

http://blog.pingman.in/tagged/pingman

Simplify follow-ups and information requests. Getting started - Managing your contacts. It’s great to have you on board! Let’s cut to the chase and get to sending your first request in the next couple of minutes. Step 1. Verify your email account. Step 2. Add/Import contacts. Before we can get Pingman to run after your clients, we need to add their contact details to the app. Login to Pingman and click on the Contacts link in the top menu. Add contacts one by one. Import contacts from CSV file. Grouping ...

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Pingman - Collect documents from your clients easily

Collect documents from your clients easily. Wonderfully simple and useful. The best way to track client requests without clogging up my inbox. Saved me a lot of time, money and frustration. Shows me all the files shared with a client in one place. Cuts to the chase and does all the follow-up with my clients. My clients love the timely reminders and friendly nudges. Its incredible how much time were saving thanks to Pingman! Easily import, organize and manage. Request files and documents.

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