The call your agent took at ten past seven, the website chat, the contact form, the Facebook lead. They stop being four places you have to remember to check and become one board you drag across, in the stages you actually sell in.
Free with every Talkify agent. Nothing to install, and one web address for your own contact form.
The board in the dashboard. Stage names are yours, and a lead that has gone quiet says so.
The enquiries are all there. One is a voicemail nobody has played, one is in the shared inbox under a reply, one is a Facebook notification on somebody's personal phone, and one is a website form that goes to an address the person who set it up has left. Nothing was lost on purpose. There was simply never one place that had all of it, so the only way to know what is outstanding is to ask around.
A call, a chat, a text, an email, your contact form, a Facebook or LinkedIn lead, anything posted over the API, anything typed in by hand. They arrive as the same kind of row, so the list is the whole picture rather than the phone half of it.
Calls, chats and Facebook leads are recorded whether or not you have switched the card on. Nobody should lose an enquiry because a box went unticked, so the only thing switching it on does is generate the address your own website form posts to.
Quoted, Site visit, Deposit paid, whatever you actually say. Add them, rename them, reorder them. Each is open, won or lost underneath, so renaming Won to Signed up never breaks a number.
Every move is recorded with who did it and when, whether the card was dragged, changed from the lead, moved by an automation or moved over the API. You are never guessing how something ended up where it is.
A lead from a call opens the recording, the full transcript and the summary the agent wrote. You read what was actually said, not a form somebody filled in about it afterwards.
Add one, rename one, drag them into your own order.
A board is only half of it. The other half is not having to remember to do the thing the board is reminding you about. An automation watches for a moment and does the work when it arrives.
Ringing and texting are charged at your normal rates and everything else costs nothing. The commonest one in practice is the simplest: a lead that has sat untouched for three days gets a text asking whether they still want it done.
There are no deal values here, no forecasting and no commission reports, and that is a decision rather than a gap. A business that wants those has a CRM and is right to have one. What it usually does not have is somewhere for an enquiry to sit while somebody works out whether it is real.
So this is the step before. Enquiries land, get chased, and the ones that turn into something get pushed into HubSpot or Pipedrive with the call summary and the transcript attached, either by hand or by an automation. Your CRM stops filling up with enquiries that were never going anywhere.
The list is for what came in. The board is for what is stuck. The CRM is for what is real. Three jobs, and it goes badly when one tool is made to do all three.
Leads is an inbox for enquiries Talkify is already handling for you, so charging to look at them would be charging you to see your own callers. It comes on with every agent.
Leads needs a Talkify agent to fill it: it is a list of the enquiries your agent handles, so it has nothing to show on its own. Business agents are $129/month at the founding rate for your first 3 months, then $199, including 200 minutes of calls. Calls and texts an automation sends are billed at your normal rates.
The questions we hear most. If yours isn't here, ring our live demo agent on 03 242 1262, it'll either answer or queue a callback from a human.
The agent that rings the leads back and finds out which ones are real.
The chat box whose conversations land on this board as enquiries.
Everything Talkify connects to, and what each connection actually does.