Answer clients, collect the details, book the meeting.
Agents handle first questions, gather intake in the conversation, and put the meeting on an advisor's calendar. Advice stays with your team.
Your advisors' time is the scarce part.
Most of a first contact is questions and paperwork. Link takes that part so advisors meet prepared clients.
Advisors spend mornings on the same intake questions.
Smart Forms collect the details in the chat or on the call, straight into the contact.
Callbacks slip and prospects go to whoever answers first.
Connect Call rings your team when a new lead arrives and connects the first one who answers.
Approvals live in long email threads.
Procedures stop and wait for the person you name to approve, on the item or by link.
From first question to a prepared meeting.
Every step lands on the client's contact, so the advisor walks in knowing the story.
Built from the products you'd use anyway.
Every paid plan has all of these. Here is how a financial team uses them.
A first call, handled with care.
The agent answers what you've published and books the meeting. Anything that sounds like advice goes to a person.
- Kept the advice question for a licensed person
- Booked the meeting on Carla's calendar
- Saved the call, transcript, and summary on the contact
- Only used the actions you switched on
What an advisory team stops paying for.
Intake forms, schedulers, and phone lines, plus the hours spent on first calls.
Resolution is your estimate: the share of calls agents finish without a person. The two presets are examples; agents improve as you refine their knowledge and Procedures.
Growth fits most advisory teams.
Phone, five seats, and room for several advisors, with Scale when you need more people or a custom setup.
- Phone and 300 voice minutes for first calls
- Smart Forms, Calendar, and Procedures included
- Five seats, more at $15.17/mo each on yearly billing
Starter plus phone, outbound calling, and voice minutes.
- Everything in Starter
- Phone and outbound calling
- 300 Voice Minutes
- 5 seats
- 10 Agents
- 12,000 messages
Questions, answered.
Still unsure? Talk to a human.
Still unsure? Talk to a human.
Meet prepared clients, not paperwork.
Try Growth free for 14 days, or let us set it up with you.