Cresa by CrestSync
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financial & professional services

Client intake and consultations, handled before you pick up the phone.

Cresa handles enquiries, books consultations, collects documents and keeps clients updated for accountants, consultants, insurance agencies, law firms and other professional services.

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14-day free trial · every feature unlocked · no card needed

Business owner working on her laptopAI agent · replied in 2s
Do you file tax returns for freelancers?
Yes, we file returns for freelancers. You'll need your ID, bank statements and income details. Would you like a 20-minute call this week?
The challengeFinancial & professional services

Clients want quick answers about services, fees and next steps. Cresa answers from your service information, books consultations and collects the details and documents your team needs, with sensitive questions passed to a person.

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Repeated questions

Services, fees and required documents explained again and again.

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Scattered documents

Files arrive by WhatsApp, email and in person.

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Slow intake

New clients wait days for a first conversation.

What Cresa does for financial & professional services

capabilities
01

Service & fee questions

Answers from your service descriptions.

02

Consultation booking

Books calls and meetings with calendar sync.

03

Document collection

Receives and reads documents and photos customers send.

04

Client updates

Status updates through approved templates.

05

Lead pipeline

Track prospects from enquiry to engagement.

06

Human approval

Anything sensitive waits for your team.

in action

This is what your customers see. Fast, friendly and on brand.

The agent answers from your own information, takes the next step and hands over to your team whenever a person should decide.

Consultation bookingDocument intakeCalendar syncApprovalsEmailPipeline
Try it free for 14 days
C
Your businessWhatsApp · AI agent
Do you file tax returns for freelancers?
Yes, we file returns for freelancers. You'll need your ID, bank statements and income details. Would you like a 20-minute call this week?
Thursday afternoon
Booked ✓ Thursday 3:00 pm. You can send your documents here anytime.
QuestionsCommon questions
01Can clients send documents on WhatsApp?+

Yes. Documents and photos are saved with the conversation and read by the agent.

02Will the AI give financial or legal advice?+

No. It answers questions about your services and process, and passes advice requests to your team.

03Can it book consultations?+

Yes. The agent books calls and meetings and syncs them with your calendar.

More industries

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Retail & e-commerce Restaurants & food delivery Clinics & healthcare Schools & education

Answer every customer, on every channel, from one place.

Start with WhatsApp today and add the other channels whenever you're ready. Free for 14 days.

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