Sample contact
Approved growth context- ContactVerified
- Last conversationToday
- ConsultationBooked
- ProposalPending
The CRM isn't an add-on. It's the growth record behind your front office.See how it's set up for you →01 · RECORD 02 · INBOX 03 · PIPELINE 04 · DASHBOARD 01 · Pipeline management 02 · Contact management 03 · Relationship management 04 · Reminders & renewals 05 · Unified inbox 06 · Review collection & management 01 02 03 04 05 06 07 08 01 02 03 OWNERSHIP
CRM & AUTOMATION · THE FOUNDATION
One CRM. The single brain of your practice.
Your website, configured AI roles, and approved front-office channels can read from and write to one growth record. It holds the CRM contacts, conversations, opportunities, tasks, and growth-history fields your firm approves—while tax, accounting, payroll, portfolio, and existing-client documents stay in the professional systems selected for that work.
We configure the pipelines, migrate approved CRM contacts and growth-history fields, and manage the growth system with your team.GROWTH SYSTEM REFERENCE FLOW
GROWTH RECORDONE RECORDApproved CRM fields
Websitelead capture
AI Assistantsapproved context
Unified Inboxconfigured channels
Remindersapproved cadence
Calendaravailability
Reviewsworkflow
Configured growth workflows can share one approved CRM record.
THE REAL PROBLEM
Your growth process shouldn't run on memory.
A calendar here. An inbox there. A spreadsheet of contacts you mean to update. Sticky notes for follow-up. A review app you logged into once. Texts on your phone, emails in Outlook, DMs on three platforms—and no single place that shows the approved front-office history of an opportunity.
It works until the gaps show: a lead waits, a reminder is missed, or a proposal follow-up loses momentum. The growth CRM connects those front-office touchpoints without replacing the professional systems that hold client work.
A CRM should reduce the number of places your team checks—not become another empty login.
REFERENCE OPERATING VIEW
One record. One inbox. One pipeline. One dashboard.
Four connected views of approved growth data—not four places your team has to reconcile. The sample names and values below are illustrative.
Growth conversations
ILLUSTRATIVE · SAMPLE ACTIVITYWebsite form received
SMS follow-up sent
Call summary attached
See what needs attention
ILLUSTRATIVE · SAMPLE COUNTSNEW 8BOOKED 5PROPOSAL 3WON 2
See growth signals
Illustrative attribution viewGoogle 42%Referral 31%Social 17%
REFERENCE GROWTH TIMELINEONE APPROVED RECORD
01Website captures leadSource context saved
02Enabled AI role respondsApproved summary can be logged
03Consultation bookedCalendar + pipeline can update
04Proposal status changesOpportunity stage can update
05Follow-up completedDashboard reflects the logged outcome
ONE GROWTH RECORD, CONFIGURED HANDOFFS VISIBLE
Approved growth workflows can share one record.
This is the difference between disconnected apps and a configured growth system. Captured leads, enabled AI actions, bookings, reviews, and approved follow-up can update the same front-office timeline while professional records remain elsewhere.
- The website can send captured leads and source context into the CRM.
- Enabled AI roles can read approved context and log actions or handoffs.
- The unified inbox can connect approved front-office channels per CRM contact.
- Reviews, approved reminders, proposals, and bookings can stay attached to the growth record.
Billing and accounting records remain in the professional systems your firm already uses.
Each connected workflow is configured and tested against the practice's approved scope.
[ INDUSTRY BENCHMARK · WOLTERS KLUWER 2025 ]
Firms With Integrated Tech Stacks Are 53% More Likely to Report High Growth.
Wolters Kluwer’s U.S. Future Ready Accountant report revealed that 73% of leading firms prioritize workflow tools and 72% prioritize automation. Buying disconnected software creates chaos; integrating your website, AI reception, calendars, and follow-up creates compounding practice equity.
WHAT IT DOES FOR YOUR PRACTICE
The benefit first. The capability second. Every time.
Below is what a configured growth CRM can support. Each block leads with the operational benefit, then states the capability and boundary underneath.
See prospects, deals, and the opportunities that need attention.
A visual pipeline of approved opportunities, with stages, values, and configured stage-based follow-up. See what's moving, what has gone quiet, and where your team should circle back.
One growth record per contact, every handoff visible.
Approved contact details, custom fields, tags, notes, and growth-workflow history in one place — the source of truth for prospect and front-office follow-up. Tax, accounting, payroll, portfolio, and existing-client documents remain in the professional systems your firm already uses.
Keep approved follow-up consistent.
Configured touchpoints, check-ins, and segmented nurture help your team stay visible between conversations and create a clearer path to renewal, referral, or the next relevant service.
Put recurring front-office dates on a visible cadence.
Approved engagement-renewal, annual-review, registration, and recurring-service reminders can run from configured triggers, with exceptions and professional deadlines kept under human control.
Supported growth conversations, one thread per contact.
Eligible calls, SMS, email, web chat, and other supported channels can be unified per CRM contact after provider availability, account permissions, consent, and channel-specific configuration are verified. Unsupported channels remain outside the unified inbox.
See the Unified Inbox →Build a more consistent review workflow.
Configured review requests can be sent at approved moments and routed to supported destinations, with AI-drafted replies available for human review. In this profession, credible reviews help prospects compare firms.
Configured Review AI can send an approved request and draft a reply; a human reviews anything sensitive.[ THE 9-STAGE REVENUE ARCHITECTURE ]
From Cold Inquiry to High-Retainer Client.
A CRM shouldn't just store contacts. It should propel prospects through every milestone of your engagement lifecycle:
01
Attract
02
Capture
03
Qualify
04
Book
05
Follow Up
06
Convert
07
Onboard
08
Retain
09
Expand
WORKFLOWS & AUTOMATION
A configured next step can follow an approved trigger.
The CRM can turn approved events into workflows for follow-up, reminders, assignments, and reporting, with exceptions, approvals, escalation, and stop rules defined before launch.
TRIGGERNew website lead
→ACTIONCreate record
→ACTIONRespond + assign
→OUTCOMEPipeline updated
ILLUSTRATIVE ATTRIBUTION FLOW
Connect a lead source to its logged pipeline outcome.
Google38 leads
Consultations17 booked
Engagements9 signed
RevenueVisible
The example values illustrate a configured dashboard; they are not PGT or client performance claims.
CONNECTED GROWTH WORKFLOWS
The front-office tools around the pipeline—configured as one system.
Beyond contacts and opportunities, the CRM can connect approved booking, reminders, forms, reporting, reputation, mobile, and portal workflows around the growth record.
Calendars & booking
Can offer approved times from connected availability, with configured confirmations, reminders, and no-show follow-up.
Payment follow-up & proposals
Approved payment reminders, supported payment links, e-sign proposals, and engagement-letter follow-up. Billing and accounting records remain in the professional systems your firm already uses.
Forms, surveys & funnels
Approved intake forms, lead-capture pages, and questionnaires can feed selected fields into the growth record and complement guided onboarding.
Workflows & automation
Configured triggers can launch approved actions, assignments, reminders, and handoffs with defined exceptions and stop rules.
Reporting & dashboards
Approved lead-source, pipeline, response-time, and logged outcome signals can share one configured view.
Reputation & local listings
Supported Google Business Profile and directory workflows can help keep approved public listings consistent.
Mobile app
Your team can reply to approved messages, check the pipeline, or send a supported payment link from the connected mobile app.
Client portal
Where supported and configured, a portal can provide approved booking, payment-link, signature, and messaging actions.
YOUR PRACTICE, WHEREVER YOU ARE
The system is central. Your access is mobile.
Monitor and act from anywhere. Reply to a message, check a pipeline, approve an AI-drafted response, book a consult, or send an approved payment link from your phone between meetings. Real-time notifications keep the team informed without chaining anyone to a desk.
One clean inbox and one pipeline — in your pocket.ILLUSTRATIVE MOBILE VIEW · SAMPLE DATA
Practice overview
14open leads6booked
New conversationReply
Proposal approvalReview
Reminder replyView
THE DIFFERENCE
You're not buying a login and a manual. You're buying a configured growth system.
Most CRM companies hand you an empty account and a stack of tutorials. The tool only helps after the pipelines, fields, permissions, and workflows reflect how your team actually handles growth.
PGT builds those pipelines, approved fields, automations, templates, and supported integrations for your practice, migrates the CRM contacts and growth-history fields you approve, and keeps the configured growth system tuned with your team.
Configured, not handed over
Pipelines, approved fields, and workflows built around your front-office growth process.
Migrated, not started from scratch
Approved CRM contacts and growth-history fields come with you.
Managed, not abandoned
A real PGT team monitors and tunes the configured growth workflows. If something needs attention, a human is behind it.
Your growth records. Your data.
Your firm owns the approved CRM contacts, conversations, opportunities, and growth-history fields held in its account.
THE FOUNDATION UNDER THE GROWTH SYSTEM
The CRM connects the buyer journey.
01
AI Websites
Captured leads can enter the growth record with their approved source context.
Explore AI Websites →02AI Assistants
Configured AI roles can read approved context and log actions or handoffs.
Meet the AI team →03Social + Unified Inbox
Approved front-office channels can share one thread per CRM contact.
See the inbox →REFERENCE SYSTEM · VISIBLE SURFACES
From “buried in an inbox” to a visible growth pipeline.
The diagrams show how approved contacts, conversations, opportunities, and reporting can share one configured operating surface. They are reference workflows, not live client data.
The Reception AI demo is the verified live assistant experience; CRM logging and handoffs depend on the deployed channel and configured workflow.
Talk to Reception AI →Results vary by practice, market, implementation, and starting point. We show the operating model, not guaranteed outcomes.See all results →QUESTIONS PRACTICES ASKSee all questions →
Know how the system works before it becomes yours.
Do I have to migrate off the tools I already use?
No. The CRM connects to approved front-office channels, calendars, and workflow signals while your firm keeps its accounting, tax, payroll, portfolio, and professional records in the systems selected for that work. We migrate only the CRM contact and growth-history fields your firm approves.
Does the CRM need our accounting or tax records?
No. The CRM supports contacts, conversations, opportunities, booking, reminders, reviews, and operational handoffs. Tax returns, accounting records, payroll files, financial statements, portfolio data, and existing-client documents remain in the professional systems your firm already uses.
Will my staff have to learn complicated software?
No. We set it up, run it, and optimize it for you. Your team works from one clean inbox and one pipeline — not a manual. The mobile app means they can do it from anywhere.
Can it handle tax-season volume?
The CRM can be configured for seasonal and annual cycles, including approved intake, reminders, and renewal workflows. Capacity, channels, exceptions, and escalation rules are tested against the practice’s expected volume before launch.
Who owns the data?
You do. The approved CRM contacts, conversations, opportunities, and growth-history fields in your account are practice-owned. We configure and manage the system on your behalf; your firm controls what belongs in the growth CRM.
What does it cost?
It is tailored to your practice — a setup investment plus a monthly retainer for the build and ongoing management. We map the right scope and exact pricing on your strategy call.
ONE SYSTEM · ONE NEXT STEP
Stop running your growth process from memory.
Book a 20-minute strategy call and we'll map how one configured CRM can organize the approved contacts, conversations, opportunities, and follow-up around your buyer journey—while professional client records stay in the systems selected for that work. You'll walk away with a clear plan whether or not we work together.
No pressure. No obligation. A plan you can use either way.