Instaconnect for Professional and business services
Move a website enquiry into a useful consultation and a clear next action.
A practical starting point.
Owner, managing partner or operations director
Customer teams
- Management and operations consultancies
- IT services and implementation firms
- Design and research studios
- Recruitment and business advisory firms
The workflow to explore
General enquiry → qualification form → appointment → reviewed notes
What to measure in a pilot
Qualified appointments attended and coordination time
Where the workflow slows down.
- Staff repeat the same qualification questions on every new enquiry.
- Appointments are coordinated manually across email threads and calendars.
- Enquiries arrive without context, so the first call is spent on basics.
What a better day looks like.
An enquiry becomes a chain of emails before anyone knows whether the firm can help.
The visitor answers a short routing form and leaves with a booked consultation and a named owner.
A more connected way to work.
InstaSupport
Answer website questions from approved content and offer human chat, video or screen share. Co-browsing is not currently available. Chat, video and screen sharing are supported.
InstaCall
Arrange appointments with event types, routing forms and team booking. External calendar conflict checking and write-back are future scope.
InstaStudio
Review supported recordings, transcripts and summaries before sharing or acting on them.
Start with general enquiries and consultations. Keep sensitive client records in the systems your firm already uses.
Common tools customers run alongside Instaconnect. Native integrations vary — see the Integrations page for what's supported today and what is future scope.
Explore Professional and business services workflows.
Book a live walkthrough tailored to your team.