Lead qualification, meeting booking, proposal follow-ups, and client onboarding: Slide automates the routine steps so your consultants focus on delivering, not chasing.
These aren't edge cases: they're the daily blockers preventing your team from scaling.
Inbound leads can contact several firms at once, and a slow reply can send them to a faster competitor.
Your consultants spend hours on discovery calls only to find the lead isn't ready, can't afford it, or isn't the right fit.
After sending a proposal, follow-up relies on memory and manual reminders, and deals stall in the gap.
New clients are onboarded through a flurry of emails. There's no structured flow, and things fall through cracks.
Four automations your team can set up, no engineering required.
Respond to every inbound DM as soon as it arrives, regardless of time zone or office hours.
Collect budget, timeline, and requirements before a single consultant gets involved.
3-touch automated follow-up over 5 days after sending any proposal.
Structured WhatsApp onboarding that collects everything you need in the first 48 hours.
The same channels and builder, set up for the way your sector works.
Automated acknowledgement as soon as the message arrives, even at 2am.
Structured chatbot that collects budget, timeline, and requirements before any human involvement.
Booking into a connected Cal.com calendar from inside WhatsApp or an Instagram DM.
Multi-touch automated follow-up sequences that keep deals moving forward.
Structured WhatsApp flow that collects everything you need in the first 48 hours.
Lifecycle stages and tags on each contact, with an owner assigned by service line or region.
One platform, configured for each type of business.
Lead qualification, onboarding, and reporting flows for retainer clients.
Matter intake questions, document checklists, and case update messages.
Prospect qualification, meeting booking, and portfolio update sequences.
Property inquiry handling, site visit scheduling, and negotiation follow-up.
RFP qualification, proposal follow-up, and project onboarding flows.
Candidate screening, interview scheduling, and offer follow-up automation.
Start on the free plan, connect your channels, and build the first flow your team needs before you bring everyone in.