More calls answered. Less coordination.
A business-operations add-on for call intake, scheduling handoff, and lead capture. Published at $149 per month, with activation confirmed during scoping.
- Call intake
- Scheduling handoff
- Lead capture
Call Intake Support, Three Ways
Call Handling
A phone intake assistant can answer common calls, route inquiries, and capture key details for follow-up review.
- Extended Availability
- Custom Greeting Scripts
- Call Routing
Smart Scheduling
Callers can book through the intake workflow using configured availability, with the appointment handed off to your calendar.
- Calendar Integration
- Availability Checks
- Confirmation & Reminders
Lead Capture & Intake
Collect prospect answers and intake context so your team can review fit before choosing the next step.
- Custom Intake Questions
- Lead Pipeline Tracking
- Built-in CRM
Captures caller details, routing context, and scheduling requests for follow-up.
Calls and handoffs should still be reviewed when they affect client commitments, billing, or financial work.
Intake answers can help sort prospects, but Tomas Financial should review fit before choosing next steps.
Automation should not be treated as approval, rejection, or professional judgment.
$149/mo as a plan add-on.
Add call intake, scheduling handoff, lead capture, and routing when the configured service scope is ready.