ClientConnect

Features

Built to Close More Deals

Everything you need to eliminate scheduling friction, guarantee show-ups, and turn every lead into a live conversation.

Core Feature

Automated Phone Calls

Your digital secretary that places calls for you. When an appointment arrives, we call you first with a brief summary of the prospect, then connect the prospect — both sides simply answer the phone.

  • Provider-first calling with prospect context briefing
  • Seamless connection — no dialing, no waiting
  • Auto-retry and rebooking if someone misses the call
Calling Provider...Briefing readyConnectedAuto-retry
GoogleOutlookAlways in syncZero double-bookings
Integration

Calendar Sync

One-click setup with Google Calendar and Outlook keeps your availability accurate in real-time. No more double-bookings. Included with the Professional plan.

  • Two-way sync with Google Calendar
  • Two-way sync with Microsoft Outlook
  • Automatic conflict detection across connected calendars
Engagement

SMS Notifications & Reminders

Keep both parties informed with automatic SMS reminders and confirmations. Customize messages to match your brand.

  • 15-minute pre-call reminders
  • Customizable message templates
  • Instant booking confirmations
  • Smart rebooking via text for missed calls
Reminder: Your callis in 15 minutesGot it, thanks!Call connected!Duration: 12 min3

And more

Every Feature Removes Friction

Public Booking Links

Share your unique link in ads, email signatures, and social profiles. Clients pick a time and book themselves.

Virtual & In-Person Services

Offer In-Person, Phone Call, Zoom, Google Meet, and Microsoft Teams meetings — Professional plan.

Smart Rebooking

Missed a phone-call connection? We automatically text both parties to reschedule.

Availability Controls

Set minimum notice, buffer times, max booking window, and scheduled time off — separately for In-Person and Virtual appointments.

Custom SMS Templates

Pick from Standard, Casual, or Professional tones, or write your own — Professional plan.

Analytics & Reporting

Track show-up rates, call outcomes, and pipeline metrics — Enterprise plan.

Multi-Calendar Support

Sync multiple calendars across team members to always reflect your full schedule — Enterprise plan.

API Access & Automation

Build your own integrations and workflows on top of ClientConnect — Enterprise plan.

Trial Period

Every new account gets full Professional access for the first 7 days, no credit card required.

Ready to Close More Deals?

Start for free and experience the difference automated scheduling makes.