Prospects & Opportunities

Don't let pipelines intimidate you. THE DIGITREE Manager is the world's first done for you tax sales pipeline and workflow management tool that helps you increase your sales, generate more revenue and make more money.

Doing it all for you

We make managing your business easy with our powerful tools that are designed to reduce the time you spend on repetitive tasks. Stop wasting hours on paperwork and enjoy more time to grow your business.

Grow your top line

With our real-time pipeline dashboard, you'll be able to create custom pipelines that suit your needs and map out the path to success for every lead. Plus, we'll measure your success with KPIs that show you how well you're doing against goals.

Work smarter, not harder

Easily automate tasks within our platform to save time and prevent errors by using our intelligent process automation tools - without any coding experience required!

Client Processes and System

A custom-made solution for your business:

We offer pipelines for all types of businesses, no matter what services and products you sell. The best part is that it's easy to create customized pipelines to fit any need - from billing and invoicing, to marketing and application development.

Stay organized with pipelines:

Using pipelines will not only help you stay on top of all your projects, but it will also make the process more transparent and accountable. That way, everyone knows who is responsible for what, when their task is due, and how much progress they've made so far.

Automate your processes with pipelines:

Pipelines are an excellent way to automate repetitive tasks and save time on tedious admin tasks that rob us of our most precious resource - time! Did we mention that some actions in your pipeline can even be triggered by an event?

Virtual Store

Unlimited potential:

Qualify or disqualify potential customers with our surveys. Based on their answers, you can automatically qualify those who are most likely to be compliant and save time on the paperwork.

Ready to go live?

It only takes a few minutes to build and customize your storefront. There’s no need for any programming or design skills, just sign up and start building!

Take control of your domain name:

Just sign up for THE DIGITREE Manager account and we’ll automatically register a matching domain name for you at no cost!

Where in my Pipeline

Save time, money, and resources:

Manage all phases of your sales process, from lead generation to account management. We'll help you stay in the loop at all times to save time and money on wasted efforts.

Huge benefits for small teams:

THE DIGITREE Manager is engineered for small sales team or one person businesses like yours. You can manage everything from lead generation to customer service, without investing heavily in time or resources.

FEATURES

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AFFILIATES

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Getting Started

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CONTACT US:

Let’s talk about what The Digitree can do for your business.

info@thedigitree.com