Skip to content
Industry

Professional Services

We turn the enquiry-to-client process into one organised workflow.

The problem

Client journey is buried in email.

The answer

Professional Services Client System

Website, enquiry qualification, appointment booking, proposals, e-sign, onboarding and client portal.

Best fit · Accountants, consultants, agencies, legal admin use cases

Example customer journey

How the system carries a customer through.

  1. AI Receptionist / Voice Agent

    Never miss another customer call.

  2. Online Booking Website

    Make booking available even when the business is closed.

  3. Payment Links

    Make payment one tap away.

  4. Sales Pipeline Automation

    Make the pipeline chase the team, not the other way around.

  5. NFC Digital Business Card

    One tap saves the contact.

9 selected capabilities

Pulled from the full catalogue.

Website; qualification; booking; proposals; e-sign; onboarding; portal; CRM; reporting.

AI Receptionist / Voice Agent

Answers inbound calls 24/7, handles FAQs, captures intent, books or routes callers.

AI-001 · Restaurants, salons, clinics, trades, professional services

AI Lead Qualifier

Asks qualifying questions, scores leads and routes hot prospects to staff.

AI-007 · Trades, agencies, clinics, high-ticket services

Online Booking Website

Service catalogue, staff availability, booking, reminders and payments.

WEB-004 · Salons, clinics, consultants, fitness

Customer Portal

Secure portal for bookings, documents, invoices, status updates or account details.

WEB-007 · Professional services, trades, clinics, B2B

Sales Pipeline Automation

Automates stage changes, tasks, reminders and follow-up based on lead activity.

GROW-003 · Trades, B2B, professional services

SEO Content System

Keyword planning, service pages, FAQs and content production supported by AI and human review.

GROW-019 · Professional services, trades, ecommerce

Payment Links

Branded payment links sent by SMS/email/WhatsApp for deposits or remote payment.

COM-007 · Trades, clinics, services, B2B

Deposit / No-Show Protection

Collects deposits or stores payment methods for high-risk bookings.

COM-008 · Salons, clinics, restaurants, consultants

NFC Digital Business Card

Reusable contact card with editable profile and analytics.

SMART-005 · Sales teams, real estate, consultants, events

Talk to us about professional services.

We'll walk through your current setup and select only the pieces that solve a real problem.