Reach, acquire, and retain clients online

Powerful tools seamlessly integrated into your website work together to let clients easily contact you, schedule appointments, fill out intake forms, sign documents, and submit payments in one place. See a free draft of your new site and preview our product suite, no credit card required.

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A single solution unlocks the best experience for you and your clients

Client Engagement offers you a centralized solution to build and foster client relationships online. No integration headaches and everything works together. One platform, one monthly payment.

From intake forms to recurring payments, every step of your clients’ journey runs smoothly to help your business grow and improve online.

Benefits to your business

Communicate with clients and leads effortlessly in a centralized place
Reduce back-and-forth emails about scheduling, intake forms, and contracts
Keep your branding consistent across the client experience
Save time by automating administrative tasks
Focus on your business while B12 sets it all up for you
Everything works together, no integration headaches
Single payment for all of these services

Benefits to your clients

Enjoy a streamlined experience with a company’s website, scheduling, forms, and payments in one place
Quickly share information to determine if a company’s services meet your needs
Schedule appointments in seconds without delay or back-and-forth over email
Submit payments conveniently and securely
Finalize contracts remotely using electronic signatures

What’s included in Client Engagement?

Each Client Engagement tool supports the smooth transition from website visitor to loyal, satisfied client, helping your business thrive without the usual growing pains.

Client Intake Forms

Intake forms help you qualify prospects and use that information to streamline your client intake process. Whether you use one form for all prospects or detailed, service-specific questionnaires, B12 can set it up for you.

Email Marketing

Send professionally branded emails to your contacts in minutes to share news and announcements. Save time by starting with industry-specific email templates that always match your website.

Email Automation

Too much time is wasted sending routine emails. B12 easily automates appointment notifications, payment reminders, form submission confirmations, and signed contract copies, reducing administrative daily tasks while keeping your prospects and clients informed.

Online Payments and Invoicing

Send professional, branded invoices and get paid faster. Automatic payment reminders are sent to clients, increasing your on-time payments. It’s convenient for them too — they can pay on your site via credit card, debit card, or ACH.

Online Scheduling

Let visitors schedule, reschedule, and cancel appointments directly on your website. Sync your business calendar, customize your availability, and create various appointment types with different durations.

Contact Manager

Website visitor and intake form submissions are stored in your Contact Manager, making it a convenient way to organize your prospects and clients in a single place.

Contracts and eSignatures

Make signing contracts more efficient for you and clients by accepting electronic signatures. Upload a PDF, mark up the necessary fields, and send it to your client in only a few clicks. No more faxes, printers, or emails back and forth!

Join thousands of growing businesses that trust B12 with their online presence

Want to learn more about what B12 can do for your business? See what we’ve built for customers like you.

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Client-focused solutions tailored to your industry

Our simple, powerful platform works especially well for businesses in these industries:

Accountants

Connect with clients in need of your accounting services

Architects

Communicate with prospects who are hiring an architecture firm

Coaches

Effortlessly reach prospective coaching clients online

Commercial real estate

Engage potential buyers and sellers

Consultants

Strengthen relationships with your consulting clientele

Financial advisors

Acquire and retain clients looking for financial expertise

Insurance brokers

Nurture relationships with your insurance clients

Investment services

Engage with those interested in investment advice

Lawyers

Gain the ideal clients and cases for your practice

Mortgage brokers

Foster relationships with prospects seeking mortgage solutions

Professional services firms

Build and maintain strong business relationships with your clients

Join thousands of professionals using B12 to power their business online

Jia Junaid

Founder, Atlas Law

I love that B12 prompts me to update certain [website] features and add integrations like online scheduling to increase efficiency in my law firm. These recommendations are often things that I would have never considered but have proved to be incredibly useful.

Jia Junaid

Founder, Atlas Law

Read Jia Junaid's story

Barbara Bartelsmeyer

Partner / COO, Action Logistix

I can make [website edits] myself, and it’s as simple as working in a Word document. If I need more help, I’ll email the B12 team and within 24 hours, boom, it’s done.