Who it’s for
Built for the way you work
Firms whose clients expect to reach their advisor, and whose time is billed.
Calls during meetings
Advisors miss calls while with other clients.
What was agreed?
Details from calls get lost.
Admin over billable work
Logging calls takes time.
How a call goes with Tocaller
- 1
A client calls the firm’s number.
- 2
It rings their advisor, then the assistant if the advisor is busy.
- 3
The recorded call is transcribed so what was agreed is written down.
- 4
The full history is there for the next call.
Recommended setup
- One firm number
- Dial the advisor, then the team
- Recording and transcription on
- Supervisors for partners
Features you’ll use
Questions
Who can read transcripts?
People who can see the call: the user on it, and Supervisors and Admins of the team.