She answers the number you forward, takes the caller's name, number and what they need — in the words a financial advisory firm actually uses — and writes one sentence on the record. From $49 a month, on the full EngageSuite360 CRM shaped for financial advisory.
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 financial advisory 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 a financial advisory firm handle calls, follow-up and the work behind them — written by Harris on AgentWorks Studio.
EngageSuite360 arrives shaped for financial advisory: the pipeline, the fields and the vocabulary. Free to start; Harris 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 Harris. 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 inquiry, existing client service, account or transfer question, document or tax form, review or appointment. The same line is emailed to you.
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VictoriaLegal
JackieConstruction
Dr. CleoDental
SterlingReal Estate
RachelAccounting
Dr. HaileyVeterinary
FranklinInsurance
TroyFitness
MaxwellHospitality
BuckAutomotive
BrooklynBeauty & Salon
TonyRestaurant
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DianeManufacturing
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AceIT ServicesHarrisFinancial Advisory