Capture the enquiry between meetings
Sawy answers questions using your business information, services and FAQs. It can collect a prospective client's contact details and consultation request while your team is busy. Review the conversation in Calls and manage next steps in Leads.
The Professional services preset gives you a starting point for intake. Add your areas of work, consultation pricing, opening hours, timezone and preferred escalation contact. Describe which enquiries you accept and which need a personal response.
Keep a clear follow-up record
Search leads, set their status and priority, add internal notes and choose a follow-up time. Open the source conversation when you need context. Create an appointment from an enquiry, then confirm, reschedule or cancel it after your team checks availability.
Connect Cal.com for reviewed booking operations. If you use HubSpot, enter your account's integration key in Settings to enable the supported CRM delivery. These connections require provider configuration and testing.
Make the first contact easy
Enable and embed website chat, configure your inbound phone and SMS number, or enable an email inbox. Incoming emails are recorded for staff review; staff send replies explicitly. After-call notifications and delivery status help you see which updates were sent.
Sawy supports general business intake. It does not perform professional assessments, legal conflict checks or account-specific financial work. Do not enter sensitive client information unless your business has completed the required privacy and service review.