First contact
Understand the requested service and gather details that help your team prepare an estimate.
All industries
Illustrative sceneBIA FLOW FOR Professional services
Your time has value. So does the first contact.
While you serve one client, others need a reply. BIA collects initial requests and routes conversations to the right professional.
SOLUTIONS FOR YOUR DAILY WORK
Do not leave your next client waiting without direction.
Professional services
BIA FLOW CLOSER TO YOUR BUSINESS
BIA FLOW CLOSER TO YOUR BUSINESSOrganized requests
Collect preferences and route scheduling or follow-up requests through the configured workflow.
Team continuity
Pass the history to the people who will handle the details and continue the conversation.
THE BENEFIT IN YOUR DAILY WORK
Your expertise is specific. The first contact can be too.
Three different routines share a need: understand the request before taking the professional’s time.
01Legal offices
Identify the legal area and route the contact. Advice stays with the lawyer.
02Accounting
Collect the business profile and topic so the accountant can prepare.
03Consulting
Understand needs and meeting goals before professional assessment.
Examples depend on configured flows, information and integrations. Demonstration interface is in Portuguese.
WHAT BIA HELPS YOU DO
A conversation becomes an opportunity. Its quote stays with it.
An actual CRM lead and quote, with context for the commercial conversation.
This proposal organizes administrative communication. Specialized analysis and commitments remain with the professionals.
CARE REACHES PEOPLE
More time for the work only you can do.
Service prepares the conversation while analysis stays with the professional.
- Requests understood before the meeting
- History for the next follow-up
- A team with context to continue
Illustrative sceneLET’S LOOK AT YOUR OPERATION
More care for clients. More focus on your work.
Tell us how your office welcomes new contacts.