PROFESSIONAL SERVICES

More time for your clients

You advise, Eagle AI handles the rest. Eagle AI picks up the phone, books appointments and distributes leads across your team. You keep your time for advice.

For example: Accounting firmsLaw firmsNotary officesRecruitment agenciesMarketing agenciesIT service providersEstate agentsInsurance advisersArchitecture firmsCleaning companiesPrint shopsEvent agencies
DO YOU RECOGNISE THIS?

What businesses in professional services run into

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The phone rings while you're with a client
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Scheduling takes endless back-and-forth emails
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Leads that sit untouched because nobody follows up
HOW CUSTOMEREAGLE SOLVES IT

Three examples from practice

01 · EAGLE AI VOICEADD‑ON

Picks up the phone, even when you're busy

Eagle AI Voice picks up the phone, holds the conversation and sorts it out on the spot.

Eagle AI VoiceADD‑ON
☎
Incoming call
answered by Eagle AI
Good afternoon, you're speaking with the Eagle AI agent of Van Dijk Accountants. How can I help you?
Hi, I'd like to book an appointment for my annual tax return.
Of course! Which day suits you best?
Thursday morning, please.
✓ Appointment is in your calendar
02 · LEADS & FOLLOW-UP

No more leads left sitting

All messages come together in one inbox. Eagle AI resolves what it can and passes the rest to the right colleague, with a summary attached.

All channels in one inboxHandover
Website chat Quote for payroll administration
Qualified · to Sanne
Email Question about the VAT return
Resolved by Eagle AI
WhatsApp Can you advise us?
To Peter + summary
Phone Callback request new client
Task for tomorrow 09:00
✓ Automatically distributed across your team
03 · NEWSLETTER

Stay top of mind with your clients

An automatic campaign sends the right message at the right moment.

Marketing · add‑onJourneys
EmailAudience: Private clients
Subject: Tax return deadline: 1 May
Hi Peter, the income tax return is coming up. Send in your documents before 15 April and we'll take care of the rest.
✓ At the best moment per client
PRODUCTS

Everything you need, in one place

SUPPORT
Every channel in one inbox
Eagle AI answers questions 24/7, even on the phone.
Discover Support →
SALES
From first message to won deal
Leads from every channel land in your pipeline automatically.
Discover Sales →
MARKETING · ADD‑ON
Campaigns that run themselves
Eagle AI writes and sends your campaigns.
Discover Marketing →
WHAT DOES IT COST?

Work out your package for professional services

Answer a few questions. You'll see straight away which plan and add-ons fit, and what it costs per month.

PRICE CALCULATION

What does CustomerEagle cost for your firm?

Answer a few short questions about your team, channels and wishes. You'll see straight away which package fits and what it costs per month.

1. QuestionsShort questions about your team, channels and what you want to use.
2. AdviceWe pick the plan and the add-ons that fit.
3. PriceYou see the price per month, billed monthly or yearly.
± 3 minutes · or press Enter ↵
Questions

Questions and answers

No. CustomerEagle only shares the rates and packages you have published. Tailored quotes, proposals and commitments are always handed to a person on your team.

Yes. On the Professional plan and above, Eagle AI procedures let you write the questions Eagle AI must ask and the order to ask them in, for example company size, timing and budget range.

CustomerEagle integrates with scheduling tools including Calendly and Cal.com to look up a customer’s booking. Rescheduling or cancelling a booking is a write action and goes to a teammate for approval first.

CustomerEagle assigns the conversation to the owner you choose, with the qualifying answers and full history attached, and an automation can add a follow-up task. Nobody has to ask the prospect the same questions again.

Eagle AI Voice can answer calls, but it is a beta, paid add-on. Without it, CustomerEagle covers website chat and email, plus WhatsApp and Messenger on the plans that include them.

See CustomerEagle in action for your business

In 15 minutes we'll show you how it works for accounting firms, law firms and more.