A short personal video beats a fourth email. OneMob puts it in a page with the proposal and the disclosures, tracks who read what, and logs it to the CRM for the record.
Rolling this out to a team? Book 15 min with a human →
My clients hear from me twice a year. My competitors call weekly.
Record once, or type what you want to say and let your avatar deliver it. Send it to fifty clients with their names on it. Each one sees a video meant for them.
Custom avatar + prompt-to-video · ProCompliance wants to know exactly what the client saw.
The proposal, the fee schedule, the disclosures, restricted to the client's email. The log shows what was opened and for how long, synced to the CRM.
Restrict by email · Pro Salesforce, Dynamics, HubSpot · ProHalf the inbound questions are things we can't answer in chat.
It answers only from the documents you give it, books time with the right advisor, and escalates anything outside that to a person. Every conversation is kept.
Agents · Pro add-on, in Pro Max
Campaigns with the seller's face on them, engagement back to the rep, agents on the site.
Video sequences that turn leads into meetings, and an agent that books when you're offline.
Onboard and renew from one page per account, with an agent that answers and escalates.
Free forever · No credit card · Your first tracked video in 60 seconds