Campaign Manager for Legal Obligations in Consultants, SMEs and Self-Employed
Legal Obligation Campaign Management with Quantum
At Quantum, we understand the importance of efficiently managing your clients’ legal obligations. Our advanced Campaign Manager offers a complete solution to design, launch and monitor legal reminder and communication campaigns efficiently and securely.
Campaign Design and Creation
Quantum, a collaborative platform, facilitates the design and creation of specific campaigns for legal obligations, taxes, allowing you to customize every aspect.
Efficient Communication with Clients
Facilitate communication with your clients about their legal obligations using the advanced features of Quantum's management software.
Precise Audience Segmentation
Optimize your campaigns by precisely segmenting your audience for specific obligations.
Integration with Other Modules
Take advantage of Campaign Manager integration with other cloud-based Quantum modules for more complete and efficient administration.
Security and Collaboration in the Cloud
Quantum ensures the security of your data and facilitates efficient collaboration between your team members.
Campaign Design and Creation
Design Tools
Use our intuitive tools to create targeted tax reminder and notification campaigns.
Customizable Templates
Access templates designed for various legal obligations such as income tax and corporate tax.
Campaign Automation
Set up and automate communications based on specific events or key dates to ensure your clients are always up to date with their obligations.
Efficient Communication with Clients
Sending Reminders
Send automatic reminders to your clients about filing income taxes, including links to review and accept tax data downloaded from the AEAT.
Confirmation and Approval
Allow your clients to review and approve tax return information directly from email, facilitating the confirmation process.
Response Tracking
Monitor your clients' responses and manage the status of each campaign, from pending to confirmed or rejected, to ensure proper follow-up.
Precise Audience Segmentation
Segmentation Criteria
Segment your client database based on criteria such as tax type, due date, and more.
Annual Summaries
Create campaigns targeting the submission of annual summaries, reminding your clients of the necessary documentation and deadlines for their submission.
Quarterly Taxes
Set up specific campaigns for quarterly tax filing, ensuring your clients receive reminders and updates about their tax obligations.
Integration with Other Modules
Integrated CRM:
Integrate Campaign Manager with Quantum CRM for a complete view of your client relationships and better campaign customization.
Invoicing and Collections
Automate invoicing and collections related to your campaigns directly from Quantum.
Document Management
Use the document management system to organize and access all materials related to your campaigns safely and efficiently.
Security and Collaboration in the Cloud
Secure Access
Protect your campaign information with data encryption and secure access policies.
Real-Time Collaboration
Work collaboratively with your team on a single platform, sharing information and updates instantly.
Cloud Solution
Access Quantum from anywhere and on any device, ensuring you always have access to the information you need.
Do you have any further questions about this functionality?
Yes, Quantum is a cloud solution, which means you can access it from anywhere with an internet connection, whether from your computer, tablet or smartphone.
Absolutely. Quantum uses data encryption and performs regular backups to ensure the security and availability of your information. In addition, we comply with all data protection regulations.
Quantum offers advanced monitoring tools that allow you to monitor the performance of your campaigns in real time, generating detailed reports on the impact and effectiveness of each campaign.
Optimize the Management of your Legal Obligations Campaigns with Quantum today