The consultation request that arrives after 6 p.m.
CREZIR is a CRM for professional services firms: law, accounting, consulting, real estate. We set it up so inquiries get an answer, consultations get a time and reminders go out.
“Hola, necesito ayuda con mis impuestos. ¿Cuánto cobran?”
The office is closed. Your reply goes out Friday at 10:30 a.m.
Booked with the firm that answered.
With CREZIR:
“Hola, necesito ayuda con mis impuestos. ¿Cuánto cobran?”
A reply with how consultations work, your consultation fee and two openings for Friday.
Consultation confirmed for Friday at 11:00 a.m.
The reminder goes out.
The reply that answers and books is the virtual assistant, part of the Pro and Total plans.
What the system does for a firm
- Capture
- Reply
- Book
- Collect
- Follow up
- Capture. Inquiries from your web form, WhatsApp, Instagram, Facebook and email land in one inbox, each with the person’s history.
- Reply. After hours, the virtual assistant (Pro and Total) answers about your firm: services, hours, how a consultation works, what to bring. It does not give legal, tax or financial advice.
- Book. Consultations go on your calendar, and automatic reminders go out by WhatsApp and email.
- Collect. Payment links and invoices for consultation fees, sent from the conversation (Pro and Total).
- Follow up. The prospect who asked and didn’t book gets a follow-up. Review requests go out when an engagement ends.
What this setup does not hold.
CREZIR handles the front door: inquiries, appointments, payments and follow-up. Case files, tax returns and ID documents stay where you keep them now.
Your profession’s rules on advertising and client communication still apply. Tell us what they require and we set it up that way.
Which plan
Esencial (Essential) · US$ 97/month
+ US$ 497 setup.
Every message in one inbox, a calendar with reminders, review requests and 5 follow-up sequences.
Pro · US$ 197/month
+ US$ 797 setup.
Adds the assistant that answers after hours, payment links and invoices, and campaigns.
Annual plans pay 10 months and cut the setup fee by 50%.