She answers the number you forward, takes the caller's name, number and what they need — in the words an accounting firm actually uses — and writes one sentence on the record. From $49 a month, on the full EngageSuite360 CRM shaped for accounting.
Then she listens. Short sentences, one question at a time, the number read back once, and what happens next: you call back.
That word is in the sentence she writes, so your callback list reads like a accounting desk, not a voicemail box.
The caller becomes a contact, the company is matched from the number, and the sentence is emailed to you. No recording, no transcript on the Starter plans — that is the AI Front Desk plan, one rung up, same number, same CRM.
From $49 a month. The Front Desk Company has six plans: $49 for 250 inbound minutes, $149 for 1,000 inbound minutes, $299 for 2,500 inbound minutes with a call log only; then the AI Front Desk at $397 with transcripts, recordings and texting, $697 with the Outbox and $997 with Campaigns. Every plan includes the full EngageSuite360 CRM. Annual plans get two months free; the 7-day trial takes real calls and charges nothing until day eight.
How an accounting firm handle calls, follow-up and the work behind them — written by Rachel on AgentWorks Studio.
EngageSuite360 arrives shaped for accounting: the pipeline, the fields and the vocabulary. Free to start; Rachel writes every call into it.
From $49 a month. The Front Desk Company has six plans: $49 for 250 inbound minutes, $149 for 1,000 inbound minutes, $299 for 2,500 inbound minutes with a call log only; then the AI Front Desk at $397 with transcripts, recordings and texting, $697 with the Outbox and $997 with Campaigns. Every plan includes the full EngageSuite360 CRM. Annual plans get two months free; the 7-day trial takes real calls and charges nothing until day eight.
"Thanks for calling your business, this is Rachel. I'll take your name, number and a note for the team." Then she listens, takes the name, the callback number and what they need, reads the number back once, and says you will call back.
She never quotes a price or a range, confirms an appointment time, sends a text or an email, transfers the call, or pitches anything. On the Starter plans she logs one sentence and you call back; the AI Front Desk plans add transcripts, texting and booking.
A contact (or the one you have), the company when the number matches, and one line on the record that names what they needed — new client, tax deadline question, document dropoff, bookkeeping question, billing question. The same line is emailed to you.
Dr. MitchellHealthcare
VictoriaLegal
JackieConstruction
Dr. CleoDental
SterlingReal EstateRachelAccounting
Dr. HaileyVeterinary
FranklinInsurance
TroyFitness
MaxwellHospitality
BuckAutomotive
BrooklynBeauty & Salon
TonyRestaurant
OliviaEducation
SpencerConsulting
DianeManufacturing
MaeveE-Commerce
MargaretGovernment
SierraTravel
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PaigeRecruiting
NikiMarketing Agency
GraceNonprofit
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HarrisFinancial Advisory