Professional Services

Every lead answered.
Every callback booked.

Your AI answers every call, qualifies the enquiry, books the callback, and logs it in your CRM — while you focus on the client in front of you.

No credit card · Live in 5 minutes · ASIC compliant

Incoming call

Sarah Mitchell · 9:47pm

Live
Caller

“Hi, I saw your ad — I want to refinance my investment property, around $650k”

AI

“Great timing. Are you looking to reduce your rate, release equity, or both? And what's your current lender?”

Caller

“Reduce the rate — I'm with CBA, been there 6 years”

Lead qualified + logged

$650k refi · CBA · 6yrs · Callback booked 9am Tue

Synced to Zoho CRM

Contact created · Call logged · Task set for Tuesday

< 2s
Time to answer
Every call, every time
24/7
Always available
After-hours leads captured
$0
Missed enquiries
While you're with a client
5 min
Setup time
Paste your website, go live
The problem

In financial services, a missed call
is a missed client forever.

They don't leave voicemails. They call the next person on the list.

Mortgage Broker

You're at a property inspection with a client.

Someone calls about refinancing their investment portfolio. No answer. They Google another broker. That&apos;s an $8,000 trail commission you&apos;ll never see.

Financial Planner

You're in a client review meeting.

A referred prospect calls your mobile. You can&apos;t pick up. They leave no voicemail and don&apos;t call back. Another firm gets the SOA.

Accountant

It's tax time and your team is flat out.

New client enquiries come in after hours and on weekends. Nobody follows up. Some never come back. The ones who do, you&apos;ve already lost the first impression.

Turnless answers that call. Qualifies the lead. Books the callback.

You find out in the morning — with a full brief and a time already in your calendar.

What it does

Stop losing what's already yours.

Runs in the background. Every lead captured. Every callback booked.

Answers every call — even at 10pm on a Sunday

Someone sees your ad on a Saturday afternoon and calls. You're at your kid's sport. Turnless answers professionally, qualifies the enquiry, and books the callback — before they call your competitor.

  • Answers in your name, in your tone, every time
  • Identifies as AI upfront — ASIC compliant by design
  • Handles call recording consent before the conversation starts
  • Urgent matters flagged to you immediately via SMS

Qualifies leads so you only talk to serious prospects

Not every call is a qualified opportunity. Turnless asks the right questions — loan size, property type, investment goals, timeline — and gives you a brief before you call back.

  • Custom qualification questions for your service type
  • Distinguishes general enquiries from serious prospects
  • Collects everything you need before the callback
  • Logs full call summary to your CRM automatically

Books the callback into your calendar

Clients don't want to be told "we'll be in touch." They want a time. Turnless checks your live availability and locks in the callback before the call ends.

  • Connects to Google Calendar and Outlook in real time
  • Offers specific time slots — no back-and-forth
  • Sends confirmation SMS and email to the prospect
  • Reminder sent 30 minutes before the call

Follows up leads that go quiet

Most enquiries don't convert on the first contact. Turnless reaches back out — a call, then an SMS — to re-engage prospects who haven't booked.

  • Automatic follow-up call 24 hours after initial enquiry
  • SMS nudge if the follow-up call goes unanswered
  • Annual review prompts for existing clients
  • All outbound activity logged — nothing falls through

Built for regulated industries

Most AI voice tools don't understand the difference between taking an enquiry and giving financial advice. Turnless does. It's built to the line — never across it.

  • Identifies as AI at the start of every call (ASIC requirement)
  • Never provides financial advice, rates, or specific recommendations
  • Call recording consent collected before conversation starts
  • Australian Privacy Act compliant — all data stays in Australia
Regulated Industry Ready

Built to the line.
Never across it.

Most AI voice tools don't understand where general information ends and financial advice begins. Turnless does — and it's designed to stay compliant without a compliance team reviewing every call script.

Discloses AI identity at the start of every call
Obtains call recording consent before proceeding
Never quotes rates, returns, or specific recommendations
Directs complex questions to your licensed advisers
Full call transcript stored and retrievable
Australian data residency — no overseas processing
Setup

Live in under 5 minutes

No IT team. No technical setup. Just paste your website and go.

01

Tell us about your practice

Paste your website URL. We extract your services, team, and how you handle enquiries — including your compliance requirements.

02

Connect your calendar and CRM

Link Google Calendar or Outlook for bookings. Connect Zoho CRM to auto-log leads and call activity.

03

Forward your number

Forward your existing number to Turnless, or use a new local number. Your AI is answering calls.

Integrations

Works with your existing systems

Zoho CRM, Google Calendar, Outlook, Xero — plug in what you already use.

Zoho CRM
Google Calendar
Microsoft Outlook
Xero

Also works with Microsoft Outlook, Google Calendar, and Xero.View all →

Pricing

Less than one missed lead

A single captured enquiry pays for a year of Turnless. Starts at $99/month.

Solo
$99
per month

200 call minutes · All core features · Google Calendar

Studio
$249
per month

500 minutes · Google Calendar, Outlook · CRM sync · Lead follow-up

Business
$499
per month

1,500 minutes · All integrations · Outbound recalls · Full enquiry system

Built for your practice

Industry-specific call handling, compliance-aware conversations, and CRM integration.

Stop losing leads to missed calls.

Set up in 5 minutes. Your AI is answering calls before your next client meeting.

Free for 14 days · No credit card · ASIC compliant · Australian data