CRM & Pipeline
The shared brain plus deal and opportunity tracking.
See the CRM →PILLAR 2 · AI ASSISTANTS
Your AI practice team — the employees you'd hire, if you had the hours.
Every practice leaks growth through work that never gets done on time: calls missed, leads not followed up, proposals not chased, reviews not requested, payment follow-up delayed. You could hire people for all of it. Or you could deploy role-specific AI assistants — each configured for one clear job, with approved channels, handoffs, and stop rules — all working from one growth CRM. Built, trained, and managed for you.
AI supports new-prospect intake, booking, reviews, and follow-up within configured workflows. Anything sensitive is routed to a human, and existing-client communication stays human unless you opt in.AI PRACTICE TEAM RECEPTION DEMO LIVE
SHARED BRAINONE CRMConfigured actions log here
Receptioncapture
Lead responsequalify
Bookingsschedule
Closersign
Reviewprotect
Paymentremind
One growth record supports the team. Handoffs stay visible for review.
VERIFIED CAPABILITY STATE
Reception AI is the only role currently presented as a verified live demo. The other assistants are configurable roles that require scoped channels, knowledge, workflows, permissions, escalation, stop rules, and end-to-end testing before launch. Outcome language describes intended configured behavior, not a guarantee of response time, bookings, revenue, collections, reviews, hours saved, or cost savings.
ONE CRM · THE SHARED BRAIN
Without a shared brain, you have disconnected bots. With one, you have a team.
Before any assistant, there's the CRM — the knowledge base, the database, and the source of truth for the growth journey. Prospect inquiries, calls, texts, chats, review requests, approved reminders, and bookings can flow through configured workflows, so each enabled assistant acts on the same approved growth record. Billing and accounting records remain in your firm's professional system.
That's what makes them a coordinated team instead of ten separate tools that happen to have “AI” in the name.
See how the CRM works →01Reception AIbooks a consult
→02Bookings AIconfirms it
→03Closer AIfollows up
→04Review AIrequests the review
One growth record · configured handoffs logged
YOUR AI PRACTICE TEAM
One foundation. A team of role-specific assistants. The channels you configure.
Read it as a system, not a feature dump — one growth record, bounded roles, and approved channels connected around the buyer journey.
Unified Inbox
Configured conversations in one place for your team and enabled AI roles.
See the inbox →B · THE AI EMPLOYEES
Each role is scoped to one job a person in your practice would otherwise handle. The featured six map the growth journey.
01FEATURED ONLY LIVE DEMO
Reception AI
Your around-the-clock front desk.Can answer approved inbound calls, texts, and chats, offer configured consultation times, and trigger missed-call text-back.
Hear Reception AI live →02FEATURED
Lead Response AI
Your configured first-response role.Can acknowledge eligible leads on approved channels, run a defined cadence, and stop on booking, disqualification, opt-out, timeout, or human handoff.
Meet Lead Response AI →03FEATURED
Bookings AI
Your scheduling coordinator.Can offer approved consultation times, confirm bookings, send reminders, and route no-show follow-up.
Meet Bookings AI →04FEATURED
Review AI
Your reputation manager.Can request reviews at approved moments, route feedback, and draft replies for your team.
Meet Review AI →05FEATURED
Closer AI
Your follow-up closer.Can send approved proposals or engagement letters and follow up toward an e-signature or human handoff.
Meet Closer AI →06FEATURED
Social AI
Your social media manager.Can draft, schedule, and publish approved on-brand content across configured channels.
Meet Social AI →07
Payment AI
Your payment-follow-up assistant.Sends approved payment reminders and links on a configured cadence while billing records stay in your professional system.
Meet Payment AI →08
Content AI
Your content writer.Can draft blogs, newsletters, and seasonal updates for review in your firm's voice.
Meet Content AI →09
Support AI
Your client-help desk.Can answer approved common questions and route sensitive or account-specific issues to a human.
Meet Support AI →10
Reactivation AI
Your dormant-contact rainmaker.Can re-engage eligible former clients and old leads with approved seasonal campaigns and clear stop rules.
Meet Reactivation AI →C · CHANNELS
Call · SMS · email · web chat · social DMs · WhatsApp · Google Business Profile
Eligible, approved channels can feed the Unified Inbox and growth CRM after provider support, account access, and end-to-end availability are verified.WHY THIS CHANGES YOUR PRACTICE
What a configured AI team changes in your growth workflow.
Features are the how. These are the operational improvements your team can measure after launch.
Stop the leaks
Put missed-call follow-up, proposal reminders, and review requests into configured workflows.
Automate workflows
Configured cadences keep repetitive follow-up moving.
Get your hours back
Move repetitive follow-up out of your team's manual queue.
Streamline operations
One system, one inbox, one record.
Keep a clear record
Configured actions and handoffs are logged for review.
Add capacity
Add role-specific capacity without hiring a separate person for every workflow.
After-hours coverage
Verified Reception AI can answer and book after hours; other roles follow their configured channels and cadences.
ILLUSTRATIVE · SAMPLE DATA
12 open conversationsNew leadReception AI
Consult bookedBookings AI
Approval neededHuman review
YOU KEEP THE FINAL SAY
YOUR GROWTH SYSTEM IN YOUR POCKET
Your growth pipeline — and your configured AI team — in one app.
Configured workflows support the growth journey while you stay in control. With the GHL mobile app, your team can receive notifications, monitor CRM conversations and leads, and take approved actions — reply, call, book, approve an AI-drafted response, or send an approved payment link — with the pipeline visible at a glance.
The AI supports the workflow. You keep the final say — from your phone, wherever you are.START SMALL OR GO ALL IN
Deploy one AI employee. Add the rest when you're ready.
Start with the assistant that plugs your loudest leak — Reception AI if calls go unanswered, Lead Response AI if leads go cold, Closer AI if proposals need consistent follow-up. Add more à la carte, or map the full Practice Growth Suite around your workflows. Each configured assistant is designed to use the same growth CRM, so you can add roles without replacing the foundation.
One employee, a few, or the whole team — on one growth system either way.Not sure where to start? Book a strategy call →DIAGNOSTIC BENCHMARKUnsure which AI role yields the highest ROI first?
Score your practice across speed-to-lead, front-desk capture, and proposal follow-up.
START
ONE EMPLOYEE
A COORDINATED TEAM
THE FULL PRACTICE GROWTH SUITE
Same CRM underneath every stageCLEAR SCOPE BY DESIGN
AI on the front office. Your professional systems keep the client work.
PGT handles the marketing journey around the practice: new-prospect capture, calls, booking, follow-up, reviews, reminders, and CRM handoffs. It does not need access to tax returns, accounting records, payroll files, financial statements, portfolios, or existing-client documents. Those remain in the professional systems your firm already uses, while professional judgment stays with your team.
PGT HANDLESNew-prospect intakeBooking & follow-upReviews & reminders
→CLEAR
BOUNDARY→
BOUNDARY→
YOUR FIRM & SYSTEMS HANDLETax & accounting workExisting-client recordsProfessional judgment
Prospect-facing workflows by defaultNo tax or accounting recordsProfessional work stays in your systemsHuman judgment stays with your firm
HEAR IT FOR YOURSELF
Don't take our word for it—test Reception AI directly.
Reception AI
Use browser voice, call the permanent phone fallback, or try the clearly labeled guided-text workflow. Reception AI is the one assistant on this page presented as a live conversational demo.
Test Reception AI →Results vary by practice, market, and starting point. We show real work, not guarantees.See all results →QUESTIONS PRACTICES ASKSee all questions →
Clear answers before you add an AI employee.
Will AI be talking to my clients about their finances?
No. The assistants handle new-prospect intake, scheduling, reviews, and follow-up. Anything sensitive is routed to you, and existing-client communication stays human unless you choose otherwise.
What can an AI receptionist do for an accounting firm?
Reception AI can answer approved inbound calls, texts, and chats around the clock, offer configured consultation times, and trigger missed-call text-back. That gives after-hours and mid-meeting prospects a useful next step while the conversation and booking handoff stay visible in the growth CRM.
How is this different from an answering service?
A traditional answering service usually takes a message. Reception AI can answer from your approved knowledge, offer configured consultation times, support follow-up, and log the interaction to the growth CRM — including after-hours workflows when deployed and tested.
Do I have to deploy all of them?
No. Start with one AI role and add more when you're ready. Each role is designed to share the same growth CRM after its channels, permissions, handoffs, and stop rules are configured and tested.
Will it sound like a robot to my prospects?
Judge the verified Reception AI demo for yourself. Each additional role is configured around approved services, process, tone, and escalation rules, then tested and tuned by a real team before launch.
Does PGT access my firm’s accounting or tax data?
No. PGT’s assistants and CRM support front-office marketing workflows such as prospect intake, calls, scheduling, follow-up, reviews, reminders, and handoffs. Tax returns, accounting records, payroll files, financial statements, and existing-client documents remain in the professional systems your firm already uses.
BUILD YOUR PRACTICE TEAM
Hire the team you've been meaning to — without adding to payroll.
Book a 20-minute strategy call and we'll map which AI employees would plug your biggest leaks first — whether or not we work together.
No pressure. No obligation. A plan you can use either way.