Manage clients, appointments & payments from one single app.
A complete Private Investigator Agency Management System allows you to operate your business from anywhere. It allows you to manage your appointments, communicate with your clients, accept new consultation requests, send out invoices, and take online payments – all from your website.
THE AGENCY MANAGEMENT PLATFORM
AMP is an all-in-one app that includes all the tools a small business needs to manage and grow their business. It includes an online CRM to manage all client communications together with online scheduling, online payments and credit card processing, email & SMS marketing campaign automation, lead generating website widgets, secured client portal, share documents online – everything a PI Agency needs to drive more business and provide great client service.
*** AMP Is fully branded to fit your company scheme colors. We are using our own brand as an example of the dashboard ***
ANYTIME ANYWHERE
The heart of the Private Investigator Agency Management System is our widget to give your clients the ability to schedule appointments, make payments, upload / share documents, log into their accounts, call you, message you, and more.
Our online scheduler will allow your clients to self-schedule or cancel appointments and services or register to events at their own convenience – anytime, anywhere and on any device.
Provide a branded client portal, encouraging new clients to engage with your business, view upcoming appointments, exchange documents and pay for services.
NEVER LOSE A CONTACT AGAIN
Never lose a contact again, with the CRM module, you can store, manage and label your leads, contacts and clients in one centralized online hub.
With the client tagging feature, you’ll know your clients inside & out. Get a birds-eye view of your clients’ history ₋ appointments, payments, invoices, documents and conversations.
PRIVATE DASHBOARD
Free clients from traditional business hours with your own branded client portal.
Give your clients a private portal where they can take action at any time. From within this system, you can give your clients the ability to schedule appointments, pay for services, share files online and so much more.
And they don’t need to be tech savvy – it’s super simple and friendly!
NO EXTRA OR HIDDEN FEES
The simplest billing solution out there. Quote, invoice and bill clients – all in one place.
Welcome to your virtual payment terminal, your business’ own gateway for client transactions. Instantly process credit card payments directly from your dashboard wherever you are.
Customize professional and branded invoice templates and let clients pay online via credit card or PayPal by adding a simple payment button to your estimates and invoices. No extra charges or hidden fees!
REACH CLIENTS ANYWHERE
Make sure your notifications, emails, and text messages reach your clients anywhere and everywhere, ensuring there’s always a lifeline between you and them.
Email reminders: Send meeting confirmations, reminders and follow-ups directly into your clients’ inboxes around the clock.
SMS reminders: Reach clients instantly and on-the-go with actionable text messages that include everything they need to know.
SELF SERVICE SCHEDULING
AMP lets you schedule appointments and reschedule anytime, set buffer time for rest and relaxation between meetings and customize your service list. The best part? You can do it all from one, friendly dashboard.
Facebook: Add a Call-to-Action button to your Facebook page, enabling prospects and clients to schedule, book, or take other actions directly from Facebook.
Website: Add our online scheduling widget to your website directly from your AMP dashboard. Allow clients to complete their scheduling process without leaving your website.
WE GO HERE
Can’t find the time to work on your marketing? Simply turn Automated Campaigns on and let AMP work for you.
Easily schedule and send automated campaigns to clients who meet a certain criteria. Create individual or drip campaigns in no-time with three ready-made campaigns, crafted by our marketing team to engage and retain clients: A “‘welcome” email for new clients, an “anniversary” email and a “It’s Been A While” email for inactive clients.
SHARE WITH EASE
Allow clients to securely upload and share files online with you and your team, as well as view and download files shared with them.
Turn over final reports, share contracts, documents, and pertinent case files and information with your clients.
Investigator Marketing was the best investment we could have ever made. The logo, the name, the website design, and overall strategy – has been invaluable for us. It helped us become an actual powerhouse in Chicago with dozens of leads per month directly attributed to our website.
214.997.4680
