Industry Solutions
AI CRM for Professional Services Firms
Keep client intake, consultation booking, and proposal follow-up organized. 1stContact.ai helps consultants, accountants, and professional firms manage new opportunities alongside client delivery.
Book a Strategy CallSupport Every Stage of Your Client Journey
Qualify New Client Inquiries
Collect a prospect’s needs and contact details through calls, forms, or chat. Route the inquiry to the right consultant or team member with the context they need.
Book Consultations Without Back-and-Forth
Let prospects choose an available meeting time. Use reminders and follow-up messages to keep consultations moving even when your team is busy delivering client work.
Keep Client Conversations Together
Store notes, emails, calls, and messages alongside each contact. Team members can see previous conversations before replying or preparing a proposal.
Track Your Opportunity Pipeline
Follow each inquiry from discovery to proposal and decision. Assign follow-up tasks and use pipeline reporting to spot opportunities that need attention.
A Practical Workflow for Your Team
- Capture the inquiry and record the service requested, company information, and preferred contact method.
- Qualify the opportunity and assign a consultation to the appropriate specialist.
- Track the proposal and follow-up activities in your CRM pipeline.
- Keep handover notes and ongoing communications with the client record as the engagement develops.