Automated scheduling

• Eliminate all the back and forth
• Allow your customers to book meetings directly with you
• Works with your existing calendars, Google, Outlook, Redtail, Wealthbox, etc.
• Team scheduling / round robin
• Recurring appointments
• Works how you work. No change management.
• Works with Zoom, Microsoft Teams, Google Meet, GoToMeeting, Webex, Skype, etc.
• One off meetings
• Your brand, embed on your website
• Native integration with your CRM
• Automatic routing to contact owner/servicing advisor

Automations with systems you use daily

• Work smarter
• Native CRM integration with Salesforce, Hubspot, Redtail, Wealthbox, Pipedrive, and more
• Create opportunities automatically
• Launch workflows automatically
• Put annual reviews on auto pilot
• Send automated birthday/anniversary notifications
• Handle repapering
• Create activities/tasks automatically
• Automate new contact creation
• Custom fields mapping natively supported
• Full contact sync

SMS / text / email / phone

• Appointment reminders
• Eliminate no shows
• Send appointment reminders xx minutes, hours, or days prior to an appointment
• Send post appointment follow ups, ask for reviews or schedule the next appointment
• Send initial booking notifications
• Works with your existing calendars
• Automate rescheduling/cancellations
• Customize your notifications
• Works 100% in the background
• Grabs mobile numbers directly from your CRM
• Fully managed timezones
• HIPAA / FINRA compliant

AI notetaker

• Reduce busy work following meetings
• Auto join calls
• Zoom, Microsoft Teams, Webex, etc.
• Record in-person meetings
• AI summaries and action items
• Share with clients and colleagues
• Edit and share summaries to your CRM
• Create tasks and assign in your CRM
• Generate follow-up emails to clients
• Auto complete meetings in your CRM
• Access recordings and transcripts
• Brand it your own with your company name