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AI ReceptionistGet founding access

For financial advisors

Books of business are still built on the phone.

Seminars fill rooms and referrals trickle - but the advisors who grow fastest still run disciplined calling blocks: business owners, plan sponsors, seminar follow-ups, and the drip of staying in touch until the money moves.

Get founding access — $19/seatSee every feature

Founding rate held for as long as you stay subscribed. Month-to-month, no contract.

The desk you actually run

Seminar leads cool in 48 hours

The attendee who asked about Roth conversions books with whoever calls Monday morning - not with the firm that mails a brochure.

The "not yet" pile is the book

Prospects say not-yet for years, then move a rollover in a week. Only the advisor still calling hears about it first.

Compliance wants records

Who was called, when, and what was said - memory is not a defensible answer.

A calling block your book can feel

Prospect lists live as records with full call history; the Inbox queues follow-ups by date so the not-yet pile stays warm for years. Dial sessions make Monday-morning seminar follow-up a one-hour block, call recording (with the consent responsibility stated on the toggle) attaches conversations to the record, and DNC requests are enforced by the dialer itself.

The whole product, in screenshots

Captures of the shipping app — not mockups. Everything shown is included in every seat: power dialer, voicemail drop, DNC lists and blocked callers, calling-hours guard, call recording, CSV import and export, per-rep budgets and live stats, pipeline and reporting. Click any shot to expand it, or see thefull feature tour.

Calls on the record. Outcome, duration and direction land on the timeline by themselves.
An Inboxsmith lead timeline filtered to Calls: outbound calls with outcomes and durations logged automatically.

Calls on the record. Outcome, duration and direction land on the timeline by themselves.

CSV import that maps itself. Drop a file; columns match themselves. DNC column included. Big lists import in the background — keep working.
The Inboxsmith CSV import screen with columns auto-mapped to lead and contact fields and a preview of the first rows.

CSV import that maps itself. Drop a file; columns match themselves. DNC column included. Big lists import in the background — keep working.

Two-factor sign-in. Authenticator codes and single-use backup codes, built in.
Inboxsmith security settings showing two-factor authentication enrollment.

Two-factor sign-in. Authenticator codes and single-use backup codes, built in.

Power dialer, live stats. Dials, connects, VMs and talk time on the bar — mid-session.
A paused Inboxsmith dial session showing live stats: 8 dials, 3 connected, 2 voicemails dropped, 15 minutes of talk time.

Power dialer, live stats. Dials, connects, VMs and talk time on the bar — mid-session.

Calling-hours guard. Automatic timezones; no calls outside the window you set.
Inboxsmith calling-hours settings: an on/off guard with a no-calls-before and no-calls-after window applied per lead local time.

Calling-hours guard. Automatic timezones; no calls outside the window you set.

Search from anywhere. One shortcut, every lead and contact.
The Inboxsmith command-K search palette open over the leads list with matching leads and contacts.

Search from anywhere. One shortcut, every lead and contact.

Your statuses. Rename, reorder, recolor — the funnel matches your desk.
Inboxsmith lead status settings: a reorderable list of custom statuses.

Your statuses. Rename, reorder, recolor — the funnel matches your desk.

The lead record — inbound calls open it. History, contacts, deals, DNC and calling-hours toggles on one screen. When a call comes in, caller ID matches the contact and this record opens as the rep answers — history first, hello second.
An Inboxsmith lead record: timeline with calls and notes, Do Not Call and calling-hours toggles, contact with estimated local time, opportunity and tasks.

The lead record — inbound calls open it. History, contacts, deals, DNC and calling-hours toggles on one screen. When a call comes in, caller ID matches the contact and this record opens as the rep answers — history first, hello second.

DNC & blocked numbers. Upload the list once — the dialer enforces it everywhere.
Inboxsmith Do Not Call settings: an uploaded DNC number list with per-number delete, and a separate blocked-callers list for inbound spam.

DNC & blocked numbers. Upload the list once — the dialer enforces it everywhere.

Inbox. One queue for everything due — start dialing, not deciding.
The Inboxsmith inbox: a queue of calls and tasks due today, each attached to a lead and its deal value.

Inbox. One queue for everything due — start dialing, not deciding.

Tasks & reminders. Calls, appointments, tasks and reminders — separate tabs, one queue. Overdue is red before you have to think about it.
The Inboxsmith inbox on its Tasks tab: six tabs across the top (Primary, Calls, Appointments, Tasks, Reminders, Future) each with a count, and task rows showing due labels including a red "2 days overdue".

Tasks & reminders. Calls, appointments, tasks and reminders — separate tabs, one queue. Overdue is red before you have to think about it.

Snooze. Not today? Snooze it to tomorrow or next week and it leaves your queue until it matters.
The Inboxsmith inbox with a row menu open, offering Snooze to tomorrow, Snooze to next week, Snooze to date, and Complete.

Snooze. Not today? Snooze it to tomorrow or next week and it leaves your queue until it matters.

Leads. "When did we last touch this one?" is a column, not a question.
The Inboxsmith leads list: company name, status, opportunity value, owner and the date each lead was last called.

Leads. "When did we last touch this one?" is a column, not a question.

Team, budgets & sponsored freelancers. Roles, invites, number assignment — and per-seat daily minute budgets, so an outside caller dials on your dime exactly as much as you choose. The owner’s seat still dials, too.
Inboxsmith team settings: members with roles and an editable daily minute limit per member with today's usage.

Team, budgets & sponsored freelancers. Roles, invites, number assignment — and per-seat daily minute budgets, so an outside caller dials on your dime exactly as much as you choose. The owner’s seat still dials, too.

Pipeline. Your stages, your order. Totals keep themselves honest.
The Inboxsmith opportunity pipeline as a kanban board, one column per stage with deal values.

Pipeline. Your stages, your order. Totals keep themselves honest.

Voicemail drops. Record once in the browser, drop in one click mid-call.
The Inboxsmith voicemail drop library: recorded messages with durations and one-click quick-drop slots.

Voicemail drops. Record once in the browser, drop in one click mid-call.

Reporting. Filled in by the dialer, not typed in at 5pm. Narrow it to one pipeline when you run more than one. Sample data shown.
The Inboxsmith reporting overview: calls, talk time, connect rate, open pipeline, win rate and new leads.

Reporting. Filled in by the dialer, not typed in at 5pm. Narrow it to one pipeline when you run more than one. Sample data shown.

Book without hanging up. Type the time in your clock or their time — both are shown before you confirm.
The Inboxsmith booking dialog for a San Francisco lead, showing the rep's 2:00 PM Central next to the lead's 12:00 PM Pacific, with a toggle for which clock the time was typed in.

Book without hanging up. Type the time in your clock or their time — both are shown before you confirm.

Appointments on a calendar. Week or month, in your timezone — with the lead's local time on every booking.
The Inboxsmith calendar in week view: booked appointments showing the time, the lead, their local time, and whether the meeting was kept or a no-show.

Appointments on a calendar. Week or month, in your timezone — with the lead's local time on every booking.

Timezones you set, not your laptop. Due dates read from a zone you choose, so they mean the same day on every device.
Inboxsmith timezone settings: a personal working timezone and a workspace default, with the current local time shown for each.

Timezones you set, not your laptop. Due dates read from a zone you choose, so they mean the same day on every device.

Outcomes you define. Add your own dispositions; each reports under the category you give it.
Inboxsmith call outcome settings: the built-in dispositions plus a custom 'Gatekeeper Block' outcome categorised as a connect.

Outcomes you define. Add your own dispositions; each reports under the category you give it.

Call from your own number. Show your existing business number on outbound calls — verified, no porting.
Inboxsmith phone settings verifying an existing business number as outbound caller ID: a dialog explains the number stays with your carrier while outbound calls display it.

Call from your own number. Show your existing business number on outbound calls — verified, no porting.

One plan. Nothing gated.

$19 per seat per month at the founding rate — held for as long as you stay subscribed. Every feature in every seat, including the owner's. No per-feature upsells, no "call us" tier.

You connect your own Twilio account, and Twilio verifies you before anyone can dial — for most people that's a quick ID check (details, a photo of your ID, a selfie); registered businesses can file a full company profile instead. Their process, their clock: our own ID check cleared in minutes and our business review took 81 — data points, not promises.

See full pricing

Questions advisors ask us

What is a financial advisor prospecting CRM?+

A CRM for the outbound side of building a book: prospect lists, calling blocks, follow-up cadence and a defensible record of contact. Inboxsmith ships the dialer, voicemail drop, recording and DNC controls in one $19 founding seat.

How does it handle do-not-call requests?+

Flag the record or upload numbers to the DNC list - the dialer skips them and manual dials are refused. Enforcement, not a sticky note. Your regulatory obligations remain your own; the tooling makes honoring them the default.

Can my assistant make calls on a budget?+

Yes - every seat has the full dialer, and per-seat daily minute budgets let you bound a part-time caller’s time. Per-rep reports show what came of it.

Can it keep reps inside polite calling hours?+

Yes — each lead’s timezone is detected automatically from their address or phone area code, and the calling-hours guard skips anyone outside the local-time window you set, with per-lead exemptions when a prospect asks for a specific time.

What does it cost?+

One plan: $19 per seat per month at the founding rate, held for as long as you stay subscribed. Power dialer, voicemail drop, DNC tools, pipeline and reporting — every feature in every seat, including the owner’s. Deposit refunded in full if Twilio doesn’t approve your business.

Whose phone numbers do we call from?+

Your own — numbers live in your own Twilio account, in your name, and stay yours if you ever leave. Twilio reviews your business before dialing starts; our own approval came back in 81 minutes, which we cite as a data point, not a promise.

Keep the not-yet pile warm.

Founding access is 500 seats. Join the list and tell us what you run today - Justin reads every submission.

Get founding access

500 founding seats — $19/seat/mo, held for good