How it works
1
Pick your questions
Start with name and best number. Add what you need, like an address, an email, or what the job is.
2
Sort them by reason for calling
Ask some questions of every caller, and others only for one reason, like a new quote or a repair.
3
Get the answers
Answers arrive in the Talk Note, and the caller is saved to your customer list with everything it collected.
What you get
Answers in the right shape
Ask for a date, a dollar amount, a phone number, an email, an address, a yes or no, or a choice from a list.
Must-have questions
Mark the answers you need most, so they get asked on every call that fits.
Saved as a customer
New callers land in your customer list with their details and their call history.
Sent where it’s needed
Each reason for calling can end in a message or a transfer, and email the answers to up to 5 addresses.
Which plan includes it
Real Talk, $199 a month
Answers, books appointments, and texts back.
Writing your own intake questions starts on Real Talk ($199 a month). On Small Talk, your receptionist asks your industry’s standard questions and takes a message. Includes 450 minutes of Talk Time a month.
Questions
What does it ask if I don’t set anything up?
Your industry’s standard questions, plus the caller’s name and best number. You can write your own on Real Talk and Big Talk, or start from a template.
Can different callers get different questions?
Yes. Set up reasons for calling, like a new quote or a repair, each with its own questions.
Can it send hot leads to me right away?
Yes. Set a reason for calling to transfer the call when the questions are done. Outside business hours, it takes a message instead.
Where do the answers go?
Into the Talk Note by text and email, the call details in the app, and the caller’s customer record. If your callers may share health information, texts and emails leave the details out and you read them in the app.
Free tools and how-to guides
More ways to use it
Stop paying for voicemail.
Setup takes a few minutes. Cancel anytime.