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Register NowAutomate client intake, track service pipelines, and send document reminders.
Perfect for CAs, Lawyers, and Consultants. Use the Flow Builder to automate client intake by asking for their specific service requirements and saving the data to Custom CRM Fields. Assign the lead to a consultant, manage the project lifecycle on the Kanban Pipeline, and automate document submission reminders via templates.
Pre-configured Flow Builder paths, Meta-approved templates, and AI inbox tools — all built for Professional Services.
Trigger a flow for new inquiries. Use interactive buttons to ask if they need Tax, Audit, or Advisory. Save the choice to the CRM and use Condition Branches to route to the correct department.
When a lead status is changed to "Pending Documents", auto-trigger a utility template requesting the necessary files. Send invoice templates when moving to "Payment Due".
Broadcast important tax deadline updates or legal newsletters to your entire client segment using Meta-approved templates.
Consultants and admin staff can manage client communications together in the Shared Inbox, ensuring quick responses and proper task delegation.
Real ROI from switching to the official WhatsApp Business API.
Track every client project visually on the Kanban board, complete with custom stages like "Initial Consult", "In Progress", and "Completed".
Use Delay Timers and Send Template nodes to automatically follow up on unsigned proposals or pending invoices.
Communicate with clients using the official WhatsApp API, ensuring professionalism and reliability for your firm.
Message Open Rate
Faster response time
Higher conversion rate
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