Great news! We’re excited to announce the release of our new lead capture feature on Seamless. This new feature makes it easier than ever for accounting and bookkeeping firms to onboard new clients and collect their details quickly and accurately.
With the lead capture feature, firms can now create a custom link that they can share with potential clients. When someone clicks on the link, they’ll be directed to a form where they can enter their contact details and a brief message to the firm.
This new feature streamlines the client onboarding process and eliminates the need for manual data entry by the firm, making it faster and more accurate. The form includes a firm’s logo and colours, fields for names, email, and mobile phone number, and a free form space for clients to leave a message for the firm.
The benefits of the lead capture feature are clear. By simplifying the onboarding process, firms can attract more potential clients and improve their conversion rates. And by collecting accurate client details, firms can better manage their client relationships and provide more targeted services.
We believe that the new lead capture feature will be a game-changer for firms of all sizes. Whether you’re a solo practitioner or a large accounting firm, this feature can help you streamline your workflow, save time, and attract new clients by collecting the right information from the beginning of the relationship.
To learn more about how the lead capture feature works and how it can benefit your accounting firm, contact us today. We’re excited to help you take your client onboarding process to the next level!
