CRM and booking workflows
Organize contacts and pipelines, automate marketing and sales steps, send email/SMS and schedule appointments. The shared workspace also includes reporting and campaign management.
Topline
Paid
Manage leads, outreach and bookings in one CRM with configurable AI agents and optional hands-on growth support.
Toplineとは？
Topline is an AI revenue platform for professional service businesses, including legal, medical, financial and consulting firms. It combines contact management, sales pipelines, communications, booking and campaign workflows with AI agents that respond to requests, follow up with leads and suggest next actions.
Teams connect their data sources, configure preferences and permissions, and can install a website visitor-identification pixel to feed lead workflows. Topline Credits fund visitor identification and outreach; Flex In-House adds a dedicated human team for strategy and execution. Businesses remain responsible for reviewing AI outputs, setting escalation rules and keeping a human fallback.
Toplineでできること
AI response and follow-up agents
The Front Desk Agent answers questions using business context, routes requests and escalates when confidence is low or impact is high. The Outreach Agent personalizes messages and follows up using lead history and engagement.
Campaign and performance assistance
Marketing Agent adjusts campaign messaging and spend using performance signals. Insights Agent surfaces trends, explains changes and suggests actions; customers control agent activation, approvals and authorized channels.
Lead identification and paid introductions
Signal Leads uses credits to identify website visitors. Topline Connect lets you make an offer for a professional's response or meeting, charging credits when the qualifying outcome is recorded.
利用シーン
“Handle inbound inquiries consistently”
Route questions to the appropriate team, answer common requests using your firm's context and escalate conversations that need human attention.
“Move prospects toward a meeting”
Track contacts and pipeline stages, personalize follow-ups and manage bookings in the same workspace instead of coordinating separate outreach and scheduling tools.
“Add execution support to a small team”
Choose Flex In-House when you want a dedicated account manager and human team working alongside the platform on campaigns, creative and execution.
よくある質問
How do the current plans differ?
Teams includes up to three users and 1,500 credits per month. Unlimited includes unlimited users and 4,000 credits per month. Both include the CRM and AI agents. Flex In-House adds a dedicated account manager and human team; purchasing terms are set in the applicable plan or order form.
What are Topline Credits used for?
Credits cover Signal Leads visitor identification and Topline Connect outreach. Plans include a monthly allowance, and add-ons can be purchased. Unused credits roll over for one month, then expire. A response or accepted meeting does not guarantee attendance, conversion or revenue.
What must my team control when using agents?
Configure permissions, instructions, approval thresholds and escalation rules. Test and monitor workflows, review outputs and keep a human fallback. Enabled-agent usage can incur charges, including usage from a misconfigured loop; qualified review is required for regulated professional advice or decisions.
Can a medical or financial practice upload sensitive records?
Do not upload HIPAA-protected health data, payment-card data, GLBA-protected personal information, government IDs, biometric identifiers, precise health data or other data needing unsupported controls unless Topline expressly permits it in a signed order form or addendum. Serving healthcare or financial firms does not itself mean compliant hosting.
How do I start?
Use Topline's pricing or demo request to choose a plan and onboarding arrangement. Setup involves connecting data sources, configuring preferences and installing the Signal pixel if you use visitor identification. Flex clients receive personalized onboarding with their dedicated team.
クイック情報
- Primary users
- Professional service firms and high-trust service organizations
- Core workspace
- CRM, pipelines, email/SMS, booking, automation and reporting
- AI agents
- Front Desk, Outreach, Marketing and Insights
- Usage model
- Monthly plan credits plus optional purchased add-ons
- Human support
- Dedicated account manager and execution team in Flex In-House
Topline のトラフィック分析
トラフィックデータは参考情報としてご利用ください。
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