iContact vs. TaxDome

I would only recommend it if someone was a small business. I think they are the best suited for companies who will send out a coupon or offer here and there. The most recent updates made it more complicated to use for more complicated processes. It is easy to train someone on the program, and so quick to learn. But I would also only stick to the simpler things. I also think the colorful templates are great, and show great creativity. But again, it is hard to justify recommending the program when it isn't WYSIWYG.

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This is a great resource for tax firms with hundreds of clients.

Money wise however, this probably is not economically feasible for firms with only 1-2 tax preparers. It requires a lot of time and energy to build to really be fully operational.

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• Contact management. iContact is really great for entering all your contact. You are able to put them onto different lists, and let them choose which lists they would like to be a part of as well. There are many data fields provided to fill in information.
• Emailing. We use the email feature at least once a month. They are always improving and adding new features, which is very helpful in presenting content in a new and exciting way to our readers. There are many options with remade templates and themes, or you can add your own.
• Insights. It is really helpful being able to have the data to see what is working and what isn't. It is nice to be able to go back and see how things went in the past compared to now. Opens, clicks, shares, etc.

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Independently Invited by TrustRadius

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• Distinguish between accounts and mere contacts (for us, this is crucial in discriminating between retained clients and prospects who haven't onboarded with us).
• Provides an editable PDF function
• Offers buildable organizers and templates
• Highly customizable pipelines that automate processes

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• We also would like to send transactional messages which don't require an opt-out, this is a challenge with iContact. (May be a feature with pro?)
• The regular version of iContact doesn't support event management or logic flows for automated messaging.
• Custom form fields have limited field type options (can't build a drop-down).

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Chat function - would prefer a pop-out window; limited overall function (only just got emojis, "enter" does not send the message)
• Contact info is not embedded into the default account page, would like to see this first thing (since we use TaxDome in part as a CRM)
• For large client databases, the search function is somewhat slow

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iContact has been a quick and easy way to send any announcements and news directly to email and social media subscribers. Its tracking and reporting capabilities turn a simple email into a marketing campaign that can be used as a tool to efficiently gauge reader response and customer satisfaction, and ultimately to reach potential customers. The consistency and excellent customer service is what makes this program a pleasant experience.

I rate iContact as an easy to use program due to its user friendly dashboard and user interface. Most companies of small to medium size do not have a dedicated marketer, therefore it is someone multitasking who may or may not have this kind of experience. iContact makes it relatively simple and can actually expand one's knowledge in the area of business promotion.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Very easy to use and generally pretty customizable to suit our company's unique needs. We haven't gotten to the stage yet where we're able to test it out on our clients, but the expectation is that the interface should be user-friendly and actually better than what we were using before (SmartVault).

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iContact is regularly up and running. Only once has it been unavailable for maintenance, which is to be expected and even desired for optimal performance when needed.

They have always been responsive to any issues or concerns that have arisen with our account. Our customer account manager participates in our monthly county-wide communicators meetings via telephone to ensure that we are getting the most from the service. He also analyzes our lists to help us weed out inactive contacts.

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Independently Invited by TrustRadius

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The templates are difficult to customize, and they don't render well in email platforms

i wouldn't be using it if i wasn't satisfied. time is money

I didn't have a say in the decision because I wasn't with the company at the time. I listed HubSpot here because I know we used it in conjunction with iContact for email automation, but HubSpot Email was only recently built-out to the point where it is today. Now, iContact and HubSpot are no longer integrated.

Compared to Insightly in particular, TaxDome far exceeds the capability of Insightly for two main reasons: 1) Insightly is a CRM only and does not offer the multitude of other capacities such as a client portal and forms. 2) TaxDome is specifically built for tax firms and has many customized options that are extremely well suited for our particular needs, as well as tax form templates for us to use.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

iContact stays the same with the number of users added or taken away. It certainly remains reliable despite increased usage, and so, can be considered scaleable in that aspect.

• We have a template for webinars that we send every month. We just edit it and send. This couldn't be easier (once you know where to find it).
• We like the breakdown of statistics in the dashboard. They're easy to read.
• iContact isn't a comprehensive solution, so it is only one of a few products we use for marketing.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Saves money and time. The pipelines help automate many of our processes that we had to do manually.
• Offers all-in-one (almost) hub. This also saves major time caused by jumping from app to app.
• Again with time-saving and efficiency... Allows us to have both a client-facing portal and an internal portal so we don't have to switch back and forth between systems.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info