Instant Lead Response Included in $297/mo

Reply to every inquiry in seconds, even while you’re in a client meeting.

Web forms, website chat, Facebook and Instagram messages all get an immediate, friendly reply and a booking link. You get an alert so you can pick up the conversation when you’re free.

What it does

What it does for your firm

Speed wins the client

People reach out to two or three firms at once. The one that answers first usually gets the appointment.

Every channel covered

Website forms, the chat bubble, Facebook Messenger and Instagram DMs all trigger the same instant reply.

A booking link in the first reply

Serious prospects can pick a time on your calendar without waiting for anyone to call them back.

You stay in the loop

Every new lead pings your phone and lands in the same inbox, so nothing sits unread over a weekend.

Setup

How we set it up

  1. We connect your forms, chat and social pages.
  2. We write the replies with you.
  3. New leads get answered automatically from launch day: by email and chat right away, and by text once the carriers approve your registration.

What your staff does

Pick up the conversation when it suits you.

Included in the $297/month system alongside everything else.

Want to see it on your own firm?

Twenty minutes. We’ll show you the whole system running for an accounting firm, answer your questions, and tell you honestly whether it’s a fit.

Book a 20-minute demoYes, it’s a sales call. We just figured you’d appreciate us saying so.