Next-Gen AI Agents 2.0 is live!
PROFESSIONAL SERVICES

Scale service bookings with a sales inbox for chat and calls

Automate FAQs, qualify leads, book appointments and update customer journeys with AI Agents on WhatsApp, Instagram, Facebook, TikTok and more

300%
more qualified leads
Sleek
47.2%
lower cost per qualified lead
Contable.app
718%
more sales
JU Productions

Trusted by top professional businesses

JU PRODUCTIONSSLEEKCONTABLE.APPSICARKPMG DIGITALDELOITTE APACGRANT THORNTON

How to drive revenue from professional services marketing, sales and customer service

Unify client discovery, consultation booking, proposal delivery, and recurring retainer management into a seamless pipeline.

Omnichannel Pipeline & Multi-Touch Intake

Generate leads on every channel and manage them from one inbox

Unified Multi-Channel Inbox

Manage inquiries from WhatsApp, Instagram, TikTok, Facebook and more in a single team inbox.

WhatsApp & VoIP Voice Calls

Offer voice calls over WhatsApp, Messenger and VoIP without switching platforms.

Click-to-Chat Funnels

Use click to chat ads to drive prospects from social media directly into your funnel.

Automated Ad Optimization

Optimize Meta and TikTok ads automatically to target high-quality customers.

Reignite Cold Service Leads

Reignite cold leads with campaigns and promotions to maximize lifetime value and deal conversions.

Performance Analytics & ROI Attribution

Data-driven insights for professional services businesses

Popular Channel Identification

Identify the most popular chat channels among clients to optimize campaign success and your budget.

Client Behavior & Agent Performance

Analyze client behavior and agent performance to make data-driven decisions.

Targeted Broadcast Segmentation

Segment broadcasts to target specific audiences and track reach and engagement for successful promotions.

Meta & TikTok Ad Targeting Optimization

Optimize Meta and TikTok ad targeting automatically to attract better customers and boost ROI.

Professional Services Platform Capabilities

Features

Built for consultancies, law firms, accounting firms, and digital agencies to scale customer acquisition with enterprise trust.

Omnichannel team inbox

No more switching between apps to chat. Unify contacts and conversations from voice calls, email, WhatsApp, TikTok, Facebook Messenger, Instagram and more.

AI Agents

Handle product questions, FAQs and order tracking with AI Agents, even during peak demand. Qualify leads, route to sales and follow up instantly — no prompting needed, built in minutes with Copilot.

Automate and integrate

Connect MihootCRM to tools like HubSpot, Salesforce, Calendly, Cal.com, Google Sheets, Zapier, Make, n8n and more to automate workflows and access key context while you chat.

Customer lifecycle management

Prioritize high-intent leads, design customer journeys for each lifecycle stage or identify common drop-off points with analytics.

Lead generation and conversion

Capture leads from Meta ads, automate appointment bookings, share product info instantly with Meta Catalogs and more.

Customer retention at scale

Grow customer loyalty with targeted broadcasts for promotions, renewals, upgrades and CSAT surveys.

Data-driven insights

Track response times, Meta ad and broadcast performance, and conversions to turn insights into revenue. Attribute every conversation to the Growth Widget that started it, plus its website and page URL.

Stability under high volumes

Never lose leads due to crashes or downtime. Unlike other providers, MihootCRM guarantees high platform reliability.

Enhanced security for customer data

Ensure the protection of customer and business data with ISO 27001 certification, GDPR compliance, SSL encryption, two-factor authentication, extensive cloud security measures, and SSO.

Proven Firm & Agency Growth

Real success stories from customers

Explore how professional services firms, agencies, and financial advisers generate predictable revenue on MihootCRM.

Creative & Media AgencyVisit website
718%
More WhatsApp Sales Generated

JU Productions Chose MihootCRM Over Manychat for 718% More WhatsApp Sales

High-growth creative agency replaced legacy chatbots with MihootCRM AI Agents, recovering abandoned leads and scaling automated client consultation bookings.

JU Productions
Corporate & Legal ServicesVisit website
300%
More Qualified Inbound Leads

How Sleek Gained 3x More Qualified Leads over WhatsApp

Leading digital corporate secretary, accounting and tax consultancy in Asia and Australia unified multi-market prospective client inquiries across WhatsApp.

Sleek
Accounting & FinTechVisit website
-47.2%
Lower Cost Per Qualified Lead (30% Higher Retention)

How Contable.app Achieved 30% Higher Customer Retention by Switching to a Shared Inbox

Modern accounting and financial software platform centralized client accounting support, slashing response times and boosting ongoing retainer renewals.

Contable.app
Software & IT ConsultingVisit website
+35%
First-Contact Resolution Improvement

Sicar Boosted Single-Conversation Resolutions by 35% — Thanks to WhatsApp Calls

Enterprise ERP and point-of-sale software solutions provider integrated direct WhatsApp VoIP calling into their customer consultation workflows.

Sicar
Practice Operations & WhatsApp Compliance

Frequently asked questions for professional services

Common questions on Meta Business verification, CRM synchronization, team scaling, and out-of-session messaging rules.

To use the WhatsApp Business Platform with MihootCRM, your business needs to meet a few basic requirements. Your website must be live and secured with SSL, clearly represent your business, and show your company name or logo. The information on your website, Meta Business Manager and email domain should also match. MihootCRM helps professional services businesses review these requirements and prepare their setup before submitting for WhatsApp approval, which reduces the risk of delays or rejections.
Scale Client Acquisition & Advisory Retainers

Get more clients today 👨🏻‍💼

Empower your partners, consultants, and business development reps with AI-driven chat qualification and WhatsApp VoIP calling.