Answer More Client Calls
A phone intake workflow that helps with intake, scheduling, and call routing — available as an add-on for any plan at $149/mo.
Supports call intake, scheduling handoff, lead capture, and back-office coordination. The service helps organize work; it does not replace review, approval, or professional judgment.
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 appointments through the intake workflow, synced with your calendar in real time.
- 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.