Harris 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 services.
Then Harris 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 Harris writes, so your callback list reads like a financial services desk, not a voicemail box.
A prospective client's first call often comes while you are with another client, and how fast someone answers sets the tone for the whole relationship. Harris answers that call, every time, and you decide what happens next.
Every plan includes the EngageSuite360 CRM, set up for financial services from the first login. Harris writes each call onto the right record in those words.
Introduction → Discovery Meeting → Plan Presented → Proposal Sent → Onboarding → Client
On every client: Risk Tolerance, Client Since.
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. There are three Starter sizes — $49, $149 and $299 a month — and the only thing that changes between them is how many inbound minutes are included; the smallest is 250. Every one of them answers each call, takes the name, the number and what the caller needs, writes one sentence on the record and emails it to you, on the full EngageSuite360 CRM. If you need the calls heard, texted and booked too, the AI Front Desk plans start at $397 a month with unlimited inbound minutes. Annual billing is two months free, and the 7-day trial takes real calls and charges nothing until day 8.
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 services: the pipeline, the fields and the vocabulary. Free to start; Harris writes every call into it.
From $49 a month. There are three Starter sizes — $49, $149 and $299 a month — and the only thing that changes between them is how many inbound minutes are included; the smallest is 250. Every one of them answers each call, takes the name, the number and what the caller needs, writes one sentence on the record and emails it to you, on the full EngageSuite360 CRM. If you need the calls heard, texted and booked too, the AI Front Desk plans start at $397 a month with unlimited inbound minutes. Annual billing is two months free, and the 7-day trial takes real calls and charges nothing until day 8.
"Thanks for calling your business, this is Harris. I'll take your name, number and a note for the team." Then Harris listens, takes the name, the callback number and what they need, reads the number back once, and says you will call back.
Harris 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 it is one logged 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.
Clients, with proposals moving through Introduction, Discovery Meeting, Plan Presented, Proposal Sent, Onboarding, Client. The EngageSuite360 CRM in every plan is set up for financial services, with accounts and reviews as records of their own.
A prospective client's first call often comes while you are with another client, and how fast someone answers sets the tone for the whole relationship. Harris answers every call you forward, so that caller reaches someone.
One receptionist per industry, each with a name, a voice and that trade's vocabulary. Meet all 27 →