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