iHello for Professional Services


Professional Services organizations differentiate themselves for the competition by providing exceptional client service and managing engagements efficiently. That is why leading accounting, consulting and real estate service organizations across the country use iHello. IHello enables your engagement teams to have continuous access to the information and issues that help them better serve clients and do their jobs more efficiently.

There is no hardware or software to purchase and no software to be installed on individual computers. iHello can be deployed company wide in about 30 minutes and requires no changes to your existing infrastructure or systems

Key Features for Professional Services


With iHello, every person in your company can access a private, toll free number from ANY PHONE, ANYWHERE in the world and use their voice to:
  • Access Groupware in real time to read, send and mange email
  • Manage and update CRM applications in real time
  • Track billable time spent on client engagements
  • Route and manage documents
  • Respond to issues and instantly call clients just by saying their name. Dictate call notes and follow up action items immediately after the call.

iHello Benefits for Professional Services


Increase Revenue to Automatically Capturing Unbilled Time

Professional Services Firms invest significant capital in the infrastructure to track charge codes for every call, fax, and copy made while in the office. But when employees use mobile or outside phones, their calls are typically not tracked for expense disbursements and for billable time. iHello fills this gap by automatically tracking information about calls and client contacts.
  • Automatically track details of all client calls, emails and faxes sent using iHello
  • Receive a billing report, sent via email to each engagement team member
  • Receive utilization reports, sent via email to team leaders and managers
  • Automatically integrate with your time and billing system

Better Visibility of Employee Utilization and Realization

Delays in updating CRM, Billing and other systems means that your business does not have the accurate information it needs to measure performance. Using iHello, employees update systems as events occur, ensuring that you have increased visibility of the key metrics that drive your business.

Contingency Planning and business disruption

Professional Service Firms need to ensure that employees have multiple contingency solutions available for accessing critical information and clients during times of business disruption (weather, disaster, transit strikes, the recent SARS scare, etc.). No matter the cause of the disruption, iHello helps ensure that every employee has the ability to continuously access applications and communicate with clients and colleagues using nothing more than any phone.

Improve Client Responsiveness

World-class client service means requires that your employees are aware of issues as they arise and have the power to respond in a timely manner. iHello ensures that your professional staff is always in touch, no matter where they are.

Reduce Time spent on Data entry and Administrative tasks

iHello allows your professionals to be more productive by reducing the amount of time they spend on administrative tasks such as entering data into CRM systems and synchronizing/replicating. iHello also reduces the cost and strain on your support staff by ensuring that your customer facing employees have access to the information they need to do their job.





Financial Services / Insurance

Law Firms

Professional Services

Sales & Marketing Teams






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