Every missed call is a lost deal. Every delayed response costs opportunities. Frontdesk AI answers calls 24/7, schedules consultations, qualifies acquisition targets, and nurtures relationships—all while your team focuses on closing deals.
For M&A Advisors
Incoming Call...
Business Owner
"Hi, I'm interested in selling my manufacturing company. Can we discuss valuation?"
AI Receptionist
"Absolutely! We specialize in manufacturing M&A. I can schedule a confidential consultation with our senior advisor. Are you available this Thursday at 10 AM?"
✓ Consultation Booked • Thursday 10 AM
You're losing high-value deals because CEOs can't reach you after hours. Prospective clients call at 9 PM, get voicemail, and hire your competitor. Your pipeline is suffering.
A CEO gets your referral at 8 PM, wants to discuss selling their company, and gets voicemail. By morning, they've already scheduled with another M&A advisor who answered immediately.
While you're in a due diligence meeting, five calls come in. Valuation questions, consultation requests, urgent client updates—you can't be everywhere at once. High-value prospects get frustrated waiting, and you lose mandates.
You block out two hours, prepare the confidential materials, and wait. They don't show. You send one follow-up email that gets ignored. That's it—they're gone. No second chance, no recovery, just wasted prep time and another lost mandate.
One AI workforce that handles every touchpoint—from first inquiry to closed deal
Business owners visit your website at any hour. Frontdesk Chat answers instantly, qualifies deal criteria, discusses valuation ranges, and schedules confidential consultations—all without human intervention.
Every call is answered instantly—deal inquiries, document requests, consultation scheduling, due diligence questions. The AI understands context, updates deal stages, schedules callbacks, and escalates to advisors only when needed.
When consultations are missed or document requests go unfulfilled, Frontdesk Outbound automatically calls to reschedule. The AI references the original conversation, knows their transaction details, and books new meetings—all while updating your CRM and calendar.
Every interaction—chat, call, consultation, document request—automatically creates and updates deal profiles in your CRM. No manual data entry. No missed information. One complete view of every prospect and active transaction.
Orchestrate the entire client journey across email, voice, SMS, and web. Automatically coordinate follow-ups, consultation reminders, and nurturing sequences based on deal stage and engagement level.
Coming Soon: Automatically send personalized, context-aware emails at optimal times. Pre-consultation confirmations, reminders, follow-ups, and nurturing sequences—all orchestrated by Marketing Automation.
Smart confidential intake forms that pre-fill from CRM data and guide business owners through completion. When forms are submitted, they automatically trigger outbound automation sequences for qualification and engagement letter workflows.
Live Demo
No sales pitch. Just our AI answering your call, answering questions, and trying to book you.
Get a complete AI team for your advisory firm. Each agent handles different tasks—answering calls, qualifying inbound leads, scheduling confidential meetings. They work together 24/7 to convert more opportunities into closed deals faster.
Answers every call instantly—no voicemail, no missed opportunities. Handles confidential inquiries, schedules discovery meetings, and captures deal details automatically while maintaining discretion about your firm's services.
Qualifies business owners and executives, answers questions about your M&A process, deal structures, and typical timelines instantly. Books confidential consultations and captures detailed company info—all through your website chat, 24/7.
Sends personalized consultation confirmations, deal process updates, and strategic follow-up emails automatically. Coordinates with Marketing Automation to send confidential communications at the right time to keep prospects engaged throughout the transaction process.
Pre-fills confidential information memorandums from CRM data. Guides business owners through financial disclosure and company valuation questions. Triggers automation workflows when submitted to initiate your advisory process.
Automatically reaches out to prospective sellers and buyers at the right time. Makes outbound calls to consultation no-shows, sends personalized SMS follow-ups, and emails nurturing sequences. Coordinates all outbound channels to recover lost opportunities and keep deal prospects engaged throughout your advisory pipeline.
Handles two-way SMS conversations with business owners and acquisition prospects. Sends consultation confirmations, deal milestone reminders, and answers questions about your M&A process and services via text—98% open rate for time-sensitive communications.
Lets website visitors speak directly to your website about your M&A advisory services. Click, talk, get answers about transaction processes, valuation methods, and timeline expectations—no typing required. Perfect for busy executives browsing on mobile.
Automatically updates your Frontdesk CRM with every interaction. All your AI agents feed business owner and acquisition prospect data in real-time—no manual imports, no data entry. Every call, text, and interaction is organized by deal pipeline, company profile, and engagement stage.
Clients don't create tasks—they just call or text. Your AI recognizes action items (document requests, valuation updates, due diligence needs), creates internal tasks, triages by deal urgency, and notifies the right team members automatically throughout the transaction lifecycle.
Watches every conversation and alerts you when it matters. If a prospect expressed concerns, if a deal milestone was reached, if a confidential consultation was scheduled—you know instantly about critical deal developments.
Follow one business owner from first call to signed engagement—see how every system works together
Alex calls at 2 AM. She's been awake thinking about selling her manufacturing business. The AI answers instantly—no voicemail, no missed call.
As Alex talks, the AI captures everything: name, phone, manufacturing business, $8.5M revenue, Q2 exit timeline. Saved to CRM automatically—no forms, no typing.
Alex says "Yes!" The AI checks your calendar, finds Friday at 2 PM, and books it. Instant confirmation—no waiting.
The moment the consultation is booked, the system springs into action. Confirmation emails, reminder texts, document requests, and follow-ups—all happening automatically.
Alex's phone buzzes. It's a confirmation email from you—sent automatically by the AI Email Agent (coming soon). She reads it, feels reassured, and goes back to browsing. Meanwhile, a reminder email is already scheduled for Thursday. No one had to remember to send it.
Friday afternoon, Alex is dealing with a production emergency at the factory. She completely forgot about the consultation. You're at your desk, see the missed appointment in your CRM, and mark it as "No-Show." That's it. One click. The system takes over from here—you don't have to think about what to do next.
The moment you mark Alex as a no-show, the system springs into action. It remembers everything: the 2 AM phone call, her manufacturing business, her $8.5M revenue. Recovery calls get scheduled automatically. Follow-up emails are queued. The entire recovery process starts—you don't have to think about it.
Alex's phone rings. It's the third call from your AI. She's finally free—production issue resolved. She answers. The AI remembers their entire conversation from last week. "Hi Alex, I noticed we missed you on Friday. Would you like to reschedule?" Alex says yes, picks a new time, and hangs up. The calendar updates automatically. No one had to do anything.
Alex shows up for the rescheduled consultation. You discuss her business valuation and exit options. She's impressed and ready to move forward. You mark it complete in your CRM. The moment you click "Complete," the system springs into action: engagement letter gets sent, document requests are queued, and onboarding workflows begin. All happening automatically—you're just closing the deal.
Alex just finished the consultation. She's walking to her car when her phone buzzes. It's an engagement letter from Frontdesk Forms—already filled with her name, email, and business details. The AI guides her through document uploads and signatures right on her phone. When she submits it, you're immediately notified. The due diligence process begins automatically—all without you lifting a finger.
Alex is at her desk, thinking about the deal timeline. She has a question about next steps. She calls. The AI answers instantly, recognizes her from your CRM, remembers her consultation and documents, and is ready to help—no hold time, no voicemail, no missed calls. Alex gets her answer in seconds.
With all questions answered, Alex signs the engagement letter. The system automatically sends welcome emails, data room access, and due diligence checklists. Alex is officially a client.
Alex is reviewing documents after hours. She has questions: "What format do you need the financials in?" "Can I upload contracts tomorrow?" She texts the AI. It answers instantly with all the details she needs—no waiting, no phone calls, no searching through emails.
You need one more financial document from Alex. It's 8:30 PM on a Sunday. She can call, text, or email—whichever she prefers. The AI answers instantly, understands the request, and guides her through the upload process. Alex doesn't have to wait for business hours or fill out forms. She just uploads the file, and it's handled.
There's a relevant market update for manufacturing deals this week. Alex gets notified automatically—email, text, or both, your choice. The system sends market insights, deal progress updates, and important milestones. Clients stay informed without you sending individual messages. Everything happens automatically.
Six months later, Alex successfully exits her business for $12.3M. She had an incredible experience—every call was answered, every question got an instant response, documents were handled seamlessly, and she always knew what was happening next. The same AI that helped her find you kept her informed and supported throughout the entire deal. That's the full journey: prospect to client to successful exit.
Everything you need to know about using Frontdesk for your M&A advisory firm
Yes. The AI answers calls 24/7, qualifies potential sellers, captures business details confidentially, and books confidential consultations—all while your team is unavailable. No more missed opportunities from motivated sellers calling at night.
The AI is programmed to handle sensitive information with complete confidentiality, collecting details securely, routing them only to designated advisors, and maintaining discretion about deal status. All conversations are encrypted and compliant with confidentiality protocols.
Yes. The system automatically sends confirmation emails and reminder texts before consultations. When no-shows happen, it immediately reaches out to reschedule—recovering up to 40% of missed meetings with high-value prospects.
Yes. Integrates with Google Calendar, Outlook, and most calendar systems. The AI checks real-time availability and books confidential consultations instantly—no back-and-forth emails that delay deal momentum.
The AI asks targeted qualification questions about business size, revenue, industry, timeline, and exit motivations. All details are captured in your CRM automatically, so you only spend time with serious, qualified sellers ready for the M&A process.
Yes. Frontdesk integrates with most CRMs including Salesforce, HubSpot, Pipedrive, and others. All prospect data, consultation bookings, and follow-up tasks sync automatically—keeping your deal pipeline updated in real-time.
Absolutely. The AI knows your team's specializations, industry focus, and deal size preferences. It routes calls based on expertise, handles multi-advisor firms, and manages complex organizational structures seamlessly.
The AI recognizes existing clients, accesses their deal history, and can answer status questions or schedule follow-ups. For time-sensitive matters during active transactions, it immediately escalates to the assigned advisor.
Pricing is based on your firm size and call volume. Most M&A advisory firms see ROI within the first month from increased seller conversions and reduced time spent on unqualified leads. Contact us for a custom quote.
Stop missing deal inquiries after hours. Start scheduling consultations while you sleep.
Capture calls and appointments 24/7, even outside of business hours. Setup in minutes, keep your existing number.
Your AI Receptionist will understand everything about your business and services. This means that it can answer complex questions from callers easily.
Your AI phone receptionist can intelligently text the caller custom links during the conversation. For example, if the caller asks to schedule an appointment, the receptionist can text them your Calendly link.
The simplest solution on the market. Create, purchase, and publish your AI Receptionist in just five minutes. You can even update your receptionist's knowledge base or greeting phrase anytime
View call transcripts, text history, and voicemails directly from your admin dashboard. Export phone numbers of callers for targeted promo.
Answers calls 24/7 with a human-like voice.
Reaches out via SMS and replies to incoming text messages.
Choose your size, color, and voice. Then, embed your receptionist in your website.
Supercharge your existing booking system with our AI virtual receptionist. No limits.
"Since launching (Frontdesk) full time, we’ve fielded over 400 calls, qualified 80 leads, and helped us close over $800,000 in new home sales within just six weeks."
"In the first five days using AI (Frontdesk) outbound program, Acura of Auburn generated $30,000 in new revenue; a record month for the dealership."
"We get about 400 calls a week, and before (Frontdesk) the phones rang all day long. Around 80% of callers hit zero, so someone was always stuck directing calls. Now only about 20% reach our operator. The phones are quiet, the team can focus, and both offices are much calmer."
"(Frontdesk) ended up transforming our entire office. We went from a 20-kid waitlist to zero, we capture 100% of our referral opportunities, and we’re saving hours every single day."
"(Frontdesk) has taken a huge weight off our practice. We no longer miss calls, and I don’t have to spend time managing an answering service. The AI handles everything reliably, and I can update it in real time. it’s like having a full-time receptionist without the time burden."