New client enquiries on your phone between meetings
You're in a meeting, or buried in a deadline, when a new client fills in the form on your website. Formcrier sends that enquiry to your phone as soon as it's sent, so you can reply without opening your inbox.
Sound familiar?
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1
Deadlines crowd out the inbox
Around the end of the tax year and the filing dates, new enquiries get lost among your client emails.
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2
Prospects ask several firms
A business owner who needs an accountant usually asks a few practices and replies to whoever responds.
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3
Different enquiries need different people
A self-assessment query and a limited company enquiry go to different people in your practice.
How accountants use Formcrier
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Every enquiry on your phone as it arrives
Each one arrives as a message with the name, number and what they need, so you can reply between meetings.
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Each type of enquiry to the right partner Pro and Agency
Enquiries with words like self-assessment or payroll go to whoever handles that work.
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Documents with the enquiry Pro and Agency
Let a prospect attach a document, last year's return for instance, and open it from the alert.
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A copy for your practice manager
Send the alert to email or a Teams channel as well, so the practice has a record of every lead.
Where alerts go
Email and Teams suit the practice. WhatsApp or a text suits you between meetings.
- Email Recommended
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WhatsApp
Recommended
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Microsoft Teams
Recommended
- SMS
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Telegram
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Slack
Works with your website
Formcrier listens to the forms your site already has. Nothing to rebuild.
Questions from accountants
More in the docs, or see every kind of business.
Yes, on Pro and Agency. The files show up on the submission's page as download links, and they're deleted when the submission is.
Yes. Formcrier works with HubSpot forms, and yours carries on sending to HubSpot as it does now.
It's free for 10 alerts a month. You don't need to enter a card.