Powerful tools seamlessly integrated into your website work together to let clients easily contact you, schedule appointments, fill out intake forms, sign documents, and submit payments in one place.
See a free draft of your new site and preview our product suite, no credit card required.
Client Engagement offers you a centralized solution to build and foster client relationships online. No integration headaches and everything works together. One platform, one monthly payment.
From intake forms to recurring payments, every step of your clients’ journey runs smoothly to help your business grow and improve online.
Each Client Engagement tool supports the smooth transition from website visitor to loyal, satisfied client, helping your business thrive without the usual growing pains.
Intake forms help you qualify prospects and use that information to streamline your client intake process. Whether you use one form for all prospects or detailed, service-specific questionnaires, B12 can set it up for you.
Send professionally branded emails to your contacts in minutes to share news and announcements. Save time by starting with industry-specific email templates that always match your website.
Too much time is wasted sending routine emails. B12 easily automates appointment notifications, payment reminders, form submission confirmations, and signed contract copies, reducing administrative daily tasks while keeping your prospects and clients informed.
Send professional, branded invoices and get paid faster. Automatic payment reminders are sent to clients, increasing your on-time payments. It’s convenient for them too — they can pay on your site via credit card, debit card, or ACH.
Let visitors schedule, reschedule, and cancel appointments directly on your website. Sync your business calendar, customize your availability, and create various appointment types with different durations.
Website visitor and intake form submissions are stored in your Contact Manager, making it a convenient way to organize your prospects and clients in a single place.
Make signing contracts more efficient for you and clients by accepting electronic signatures. Upload a PDF, mark up the necessary fields, and send it to your client in only a few clicks. No more faxes, printers, or emails back and forth!
Our simple, powerful platform works especially well for businesses in these industries:
Gain the ideal clients and cases for your practice
Connect with clients in need of your accounting services
Effortlessly reach prospective coaching clients online
Strengthen relationships with your consulting clientele
Acquire and retain clients looking for financial expertise
Engage with those interested in investment advice
Nurture relationships with your insurance clients
Communicate with prospects who need to hire an architect
Engage potential buyers and sellers
Foster relationships with prospects seeking mortgage solutions
Build and maintain strong business relationships with your clients
I love that B12 prompts me to update certain features and add integrations like online scheduling to increase efficiency in my law firm.
View case study
Jia Junaid Atlas Law
I would recommend B12 to any company that wants a team to manage and grow their website while they focus on growing the business.
View case study
Leroy Maxwell, Jr. Maxwell Tillman
B12 was easily able to include several integrations, such as Calendly and Drift, that facilitate communication with my clients. The experience was seamless, unlike my previous website design experience.
View case study
Brian Bohley InFocus Payroll
I feel like they are part of my team
With B12, I feel like they are part of my team. I know they are there for me. It's truly great support to have.
View case study
Ron Matten Matten Law
We finally have a website we’re proud of
We love it. It represents our brand well and is what we want to emphasize to clients and prospective clients.
View case study
Brett Packard TaxStudio
I didn’t expect to reach clients organically through the site, so getting clients from my B12 website is amazing.
How a Southern California mortgage firm grew its client base by 50% without paying a cent for advertising
View case study
Anthony Bell The Bell Group
B12 provides the best ROI for a small business owner.
Mortgage lender increases her loan volume by 300% after switching to B12
View case study
Jill Burgess Mortgages by Jill
With B12, I feel supported and I think it’s absolutely realistic to grow my business. It has saved me countless hours already.
A fashion and image consultant establishes her new business with a stunning site
View case study
Stephanie Roberts Find Yourself In Fashion
Your website, invoicing, contracts, payments, and more, all in one place. Try B12 today.
