The call is only useful
if the next person knows what to do.
Clever Intake CRM keeps the caller, intake, appointment, transfer attempts, missing information and next task together. Basic includes a lead inbox. CRM Automation adds the operating workflow and is included with Managed PI.
What Clever Intake CRM does
$79/month with Basic Reception · included with Managed PI Intake. Status: in development — not yet available.
5 · Platform
HighLevel powers the first version; Clever owns the customer experience and configuration.
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