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Streamlining Lead Generation for More Qualified Prospective Clients

Streamlining Lead Generation for More Qualified Prospective Clients

The founder of Retirement Matters, Inc., Dave Grant, CFP®, shares his finely tuned process for generating leads. Thanks in part to this setup, 95% of his initial consultation calls are with qualified potential clients. 95%! Learn how to replicate his success.

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Keypad Cloud Phone System Product Updates — October 2018

Keypad Cloud Phone System Product Updates — October 2018

Hot off the production line: Outbound calls from your landline phones and images in your text messages! Read about Keypad's latest features.

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Keypad Virtual Phone System vs. DOTVOX: Business Phone Service Comparison

Keypad Virtual Phone System vs. DOTVOX: Business Phone Service Comparison

If your business needs a more affordable and easy way to route calls, a cloud phone system is the way to go, but it can be overwhelming to determine which provider to choose. Here's how the Keypad cloud phone system compares to DOTVOX.

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Keypad Virtual Phone System vs. RingCentral Pro: Business Phone Service Comparison

Keypad Virtual Phone System vs. RingCentral Pro: Business Phone Service Comparison

Keep up with the way business is changing by finding a cloud phone system that works for your business. Discover how Keypad and RingCentral Professional compare in pricing, features, and more.

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Smith.ai Now Integrates with ClientSherpa

Smith.ai Now Integrates with ClientSherpa

ClientSherpa is client-friendly legal intake software for attorneys. Smith.ai now integrates with ClientSherpa, which means our receptionists can complete intake over the phone on behalf of new clients using your ClientSherpa forms. We can also schedule consultation appointments for you and other attorneys at your firm, because ClientSherpa integrates directly to your calendar. If you already thought intake was easy with ClientSherpa, just wait until it's even more streamlined with our receptionists.

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