4.7/5Top rated on G2

Every client call answered, recorded and written up

Allo answers when you can't, books review meetings around the clock and texts back missed prospects. Every call is recorded, summarized and synced to your CRM.

On the line0:12
LBLaura BennettPortfolio review · next weekClient call
Hi, I'd like to book a portfolio review sometime next week if you have a slot.Of course. Tuesday at 10am works, I've booked it and texted you the confirmation.
Meeting booked and summary synced to your CRM

A day on your line

The calls an advisor can't afford to miss, handled while you're with a client.

  1. 10:20Missed call

    A prospect calls mid-meeting

    You're in a client meeting when a new prospect calls. No one is free to pick up.

    Allo texts back in seconds, captures the details and logs the lead.
  2. 14:05Booking

    A client wants a review

    An existing client calls to schedule their next portfolio review.

    The AI receptionist books the meeting around the clock and confirms by text.
  3. 16:40For the record

    A call that needs a record

    A client confirms an instruction over the phone that you'll need on file.

    Allo records the call and syncs an accurate summary to your CRM.
  4. 20:15After hours

    A question after close

    A client calls after hours with a question about their statement.

    Allo answers around the clock, handles it and logs the call for you.

Built for how an advisory practice actually works

One number for clients and prospects, with a clean record of every conversation.

Every call recorded and summarized for your records

Each call is recorded and written up automatically, so you always have an accurate record of what was said and agreed.

An AI receptionist that books review meetings 24/7

It answers in your practice's voice, schedules portfolio reviews and handles routine questions, around the clock.

Instant text-back on missed prospects

The moment you can't pick up, a new prospect gets a friendly text, so the lead doesn't move on to another advisor.

Call summaries synced to your CRM

Every summary lands in your CRM against the right contact. No retyping notes, no lost follow-ups.

One number across every device

Desk, mobile, home office: the same line rings everywhere you work.

Calls organized and searchable

Every client and prospect call is filed, tagged and searchable, so you can find any conversation in seconds.

Syncs with your CRM

HubspotSalesforcePipedriveAttioFolkOdoo
We never lose a client call now, and every one is written up on file. The summary is in our CRM before I've left my desk.
Advisor · Wealth management firm
24/7

review meetings booked, even after hours

100%

of calls recorded and summarized

8 sec

average text-back on a missed prospect

1

number for clients and prospects

Questions advisors ask

Yes. Every call is recorded and summarized for your records without anyone taking notes, so you always have an accurate account of what was said and agreed.

Yes. Each call summary is synced to your CRM against the right contact, so client and prospect records stay up to date with no retyping.

Every missed call gets an instant text back so the prospect can still reach you, and the call is logged so you can follow up when you're free.

Yes. The AI receptionist answers around the clock, schedules portfolio reviews, confirms by text and syncs the meeting to your calendar and CRM.

You can port your current number to Allo in a couple of days, or start with a new one. The same line then rings on every device you use.