Professional services
More consultations booked and fewer enquiries lost.
Enquiries book a consultation into your calendar and get followed up until they answer.
- 1Nina calls while the team is in a client meeting.
- 2She gets a text back in the firm's name a minute later.
- 3She explains what she needs and is offered a free consultation.
- 4She accepts, and the consultation lands in the calendar with a reminder.
sample
What it does for you
Enquiries come in by email, phone, and web form, and some slip through while you do client work.
Book consultations
Enquiries book a time from your calendar, with video meetings built in.Follow up until they answer
Email sequences and tasks keep every enquiry moving, and stop when someone replies.Send proposals and get signed
Send proposals for e-signature and track each one on a deal board.Get paid on time
Send invoices and recurring billing, with your books kept in step.
A sample day
Made-up names and times, real features.
- 8:45 AMAn enquiry from your website form books a consultation straight into your calendar.
- 10:30 AMDaniel gets a reminder before his video consultation, with the link in the message.
- 1:00 PMYou send Daniel a proposal for e-signature, and he signs it that afternoon.
- 3:20 PMAn enquiry that has not answered gets a second follow-up email, which stops when they reply.
- 5:30 PMThe first invoice goes out and syncs to your accounting software.
What we set up for you
Done by our team on Grow and Scale, free when you pay yearly.
- We move your contacts in from your current tools and clean them up.
- We set up your booking calendar and the enquiry form on your website.
- We build the enquiry follow-up sequence and your proposal templates.
- We connect invoicing to your accounting software.
Where we would start
The areas we set up first for a business like yours.
Guides for a business like yours
Plain, sourced advice on the problems this kind of business brings us most.
Read all guidesWebsite chat for a small business: who answers?
How a small business can run website chat without a full-time agent: who answers by hour, when AI fits, what to tell visitors, and the numbers to watch.Email deliverability for a small business
Why small business email lands in spam, what Gmail, Yahoo, and Outlook now require, how to tighten DMARC in stages, and a checklist to reach the inbox.Lead response time: how fast to reply to a new enquiry
What independent research says about lead response time, how to measure your own reply speed this week, and how to set a target your team can hit.
Why users love Pinn.Media CRM
Real clients, in their own words, shared with their permission.
“Client onboarding, follow-ups, and marketing used to mean juggling spreadsheets and switching between different tools. Pinn.Media CRM has brought it all together in one place. It works smoothly with the tools we already use, and having one tab open instead of several has made our daily work so much easier.”
Owais ShamsiCPA, OSCPA Tax
Let us set up your CRM.
Start the trial, or talk it through with the person who would build your account.
Prefer to talk now? Call +1 833-719-7466.
- Setup, data moves, and training by our team, free on yearly
- 14 days to try it on your own business
- Usage rates published before you spend
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