Reach, acquire, and retain clients online

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.

Reach, acquire, and retain clients online

A single solution unlocks the best experience for you and your clients

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.

A single solution unlocks the best experience for you and your clients
Benefits to your business
Communicate with clients and leads effortlessly in a centralized place
Reduce back-and-forth emails about scheduling, intake forms, and contracts
Keep your branding consistent across the client experience
Save time by automating administrative tasks
Focus on your business while B12 sets it all up for you
Everything works together, no integration headaches
Single payment for all of these services
Benefits to your clients
Enjoy a streamlined experience with a company’s website, scheduling, forms, and payments in one place
Quickly share information to determine if a company’s services meet your needs
Schedule appointments in seconds without delay or back-and-forth over email
Submit payments conveniently and securely
Finalize contracts remotely using electronic signatures

What’s included in Client Engagement?

Each Client Engagement tool supports the smooth transition from website visitor to loyal, satisfied client, helping your business thrive without the usual growing pains.

Client Intake Forms
Client Intake Forms
Client Intake Forms

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.

Email Marketing
Email Marketing

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.

Email Automation
Email Automation

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.

Online Payments and Invoicing

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.

Online Scheduling
Online Scheduling

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.

Email Automation
Contact Manager

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.

eSignature Contracts
eSignature Contracts

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!

Client-focused solutions tailored to your industry

Our simple, powerful platform works especially well for businesses in these industries:

Lawyers
Lawyers

Gain the ideal clients and cases for your practice

Accountants
Accountants

Connect with clients in need of your accounting services

Consultants
Consultants

Strengthen relationships with your consulting clientele

Financial advisors
Financial advisors

Acquire and retain clients looking for financial expertise

Investment services
Investment services

Engage with those interested in investment advice

Insurance brokers
Insurance brokers

Nurture relationships with your insurance clients

Architects
Architects

Communicate with prospects who need to hire an architect

Commercial real estate
Commercial real estate

Engage potential buyers and sellers

Mortgage brokers
Mortgage brokers

Foster relationships with prospects seeking mortgage solutions

Professional services firms
Professional services firms

Build and maintain strong business relationships with your clients

Streamline your business with one online solution

Your website, invoicing, contracts, payments, and more, all in one place. Try B12 today.

Get started No credit card required
Everything your business needs to thrive
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