Qualify High-Value Leads While Your Team Bills Hours

A CEO visits your consulting firm's site at 11 PM: 'We need help with digital transformation.' Boei's AI agent asks qualifying questions - company size, industry, timeline, budget range - identifies an enterprise prospect, collects contact details, emails a partner with the full brief, adds the lead to your pipeline as 'Qualified - Enterprise,' and sends the prospect a WhatsApp confirmation. By 10 AM, your partner is prepped for the call.
✓Pre-qualifies $5K-$200K+ engagements automatically✓Routes prospects to the right partner by expertise✓AI replies on website, WhatsApp, email, and SMS

Enterprise? Schedule a demo →

from 159 reviews

Trusted by 17,000+ businesses worldwide

Your Best Prospects Are Reaching Out When You Cannot Answer

Four Problems Draining Your Consulting Firm's Revenue

Every one of these costs you billable hours and qualified leads

After-Hours Prospects Disappear

A VP of Operations visits your site at 10 PM researching transformation consultants. Your site offers a contact form. They fill it out - maybe. You reply Monday morning. By then, they have already scheduled calls with two other firms.
  • ✓65% of B2B research happens outside business hours
  • ✓Enterprise buyers expect immediate engagement
  • ✓Contact forms feel impersonal for $100K decisions
  • ✓First-mover advantage is critical in consulting sales

Partners Waste Time on Tire-Kickers

Your partners spend 5-10 hours per week on discovery calls that go nowhere. Small budgets, wrong industry fit, unrealistic timelines. At $300/hour, that is $1,500-$3,000/week in lost billable time per partner.
  • ✓No pre-screening before the first call
  • ✓Unqualified leads waste senior partner time
  • ✓Budget mismatches only surface 30 minutes into a call
  • ✓Opportunity cost of missed billable hours

Wrong Partner Gets the Lead

A manufacturing company needs supply chain consulting. The inquiry lands in a generic inbox. An operations partner picks it up, but your supply chain specialist would have closed it. Bad routing costs you deals.
  • ✓Generic inboxes do not route by expertise
  • ✓Partners cherry-pick leads without full context
  • ✓No system to match prospect needs to partner skills
  • ✓Slow internal handoffs lose momentum

Follow-Up Falls Through the Cracks

A prospect said they would 'circle back after board approval.' That was three weeks ago. Nobody followed up. The project went to a competitor who stayed top of mind with a simple check-in email.
  • ✓No automated follow-up after initial engagement
  • ✓Partners are too busy billing to chase proposals
  • ✓Pipeline visibility is limited to whoever owns the relationship
  • ✓Long sales cycles need systematic nurturing

Built for Consulting

What Your AI Agent Actually Does for Your Firm

Not just a chatbot - an AI employee that qualifies, routes, and follows up

Prospect Qualification Engine

AI asks structured qualifying questions - company size, industry, timeline, budget range, current challenges. A CEO says 'We need digital transformation help' and the AI responds: 'What is your company size? Which industry? What is your target timeline?' It collects the full brief before a partner ever gets involved.

Partner Briefing via Email

When the AI identifies a qualified prospect, it emails the right partner with a full brief: 'Enterprise prospect, 500 employees, manufacturing, $100K+ budget, Q3 timeline, needs supply chain optimization.' The partner walks into the first call fully prepared - no cold discovery needed.

Expertise-Based Routing

Configure routing rules by service line and industry. Strategy inquiries go to your strategy partners. IT transformation goes to your technology practice. Healthcare consulting goes to your healthcare specialist. The AI matches prospect needs to partner expertise automatically via webhooks.

Rate and Budget Guidance

Prospect asks 'What is your hourly rate?' The agentic AI provides rate ranges by service line: 'Strategy consulting starts at $250/hour. Typical engagements are project-based from $15K.' Prospect asks to scope a 3-month project - the AI collects requirements and generates a preliminary scope document.

Project Scoping Conversations

The AI walks prospects through structured scoping questions: project goals, current state, desired outcomes, stakeholders involved, constraints, and success metrics. It compiles responses into a preliminary scope document and emails it to both the prospect and the assigned partner.

Website + WhatsApp + Email + SMS

Prospect starts on your website, continues on WhatsApp, gets a proposal follow-up via email, and receives a meeting reminder by SMS. AI auto-replies on all four channels. Everything lands in one shared inbox.

White-Label Professional Appearance

Consulting firms need brand consistency. Custom domain, your firm's logo, your colors. No 'Powered by' badges. Clients and prospects see your brand everywhere - in the chat widget, email notifications, and any shared documents. Business plan includes full white-label.

Deal Pipeline for Long Sales Cycles

Consulting sales take weeks to months. The built-in deal pipeline tracks every prospect from first conversation through proposal, negotiation, and signed engagement. Run bulk follow-ups via email or WhatsApp when proposals are pending. No lead disappears after board approval delays.

Boei vs Other Lead Qualification Tools for Consulting

Flat plan pricing. Built for high-ticket services.

What Business Owners Say About Boei

Dr. Kirk Sanford

Dr. Kirk Sanford

CEO & Founder, Longevity Medical Institute

★★★★★

It's all upside — Boei dramatically improves responsiveness, patient conversion, and operational efficiency, and the ROI is easily justified.

Susan Jones

Susan Jones

Founder/CEO, WebMaxSEO

★★★★★

We initially installed Boei on our agency website to test its capabilities, and the results were so impressive that we've now implemented it across approximately 10 client sites. The AI chatbot not only learns from each website's unique content but also provides valuable data for our SEO strategies.

Koen Rens

Koen Rens

Owner, Luxe Kattenhotel

★★★★★

It's super easy for end users to contact us using Boei. It's clear and extremely user-friendly. With the drag and drop editor, I was ready in only a few minutes.

David K.

David K.

CEO Small-Business (50 or fewer emp.)

★★★★★

What do you like best about Boei? I'm giving 10 points. Why? This app is super easy. You can configure your chat widget in 5 minutes, add a JS script to your "header" in your theme and wooollaaa done. Nothing hard. We have been using Boei mainly for small corporate websites. It really solves our need to have a small chat widget which does not add up 150Kb and XXXXX JS scripts. It's really lightweight and it does not affect your website speed.

Seif Ahmed

Seif Ahmed

@seif588

★★★★★

I have been using Boei for over a year. It is very simple yet effective to implement it. Support is great - Ruben is always responsive and helpful. The product has also added new features which I have not yet needed but good to know Ruben is always working hard to add value to users of Boei. I am sure there are other similar solutions but for the price, support and features (and future updates), this is a great value.

Irfan

Irfan

@mak_web_media

★★★★★

I have been using BOEI for over a year and absolutely amazed with the growth and new features. I recommend BOEI to anyone who is looking to increase website engagement with multiple communication channels.

Peter C

Peter C

@peter_c1

★★★★★

Great founder Ruben , responds personally to emails, and always looking to improve Boei.

Andrew Lee

Andrew Lee

@fromlife89

★★★★★

It's a great tool especially for managing multiple websites and agencies.

Grzegorz G.

Grzegorz G.

★★★★★

I have a quick chat on each page, so it simplifies the way my clients can get in touch with me. It was very easy to implement and they continue to improve this software and are open to feedback. An easy way to add a communication widget to the website. I like best that it supports Messenger and Whatsaap, phone, email and live chat and it is easy to translate for multilingual pages. I can't think about real drowbacks. The [SENSITIVE CONTENT] reply all the support questions quickly and effectively, they are open to feedback. I had no issues at all with this software. Maybe if they could add some protection against spammers if you use the contact form and in some future add a chatbot, that would be fantastic.

Joshua G.

Joshua G.

★★★★★

I was looking for a chat app to easily communicate with my customers. I didn't want to install anything overly complex and I just wanted something that worked within minutes. After briefly using Boei, I knew it was right for me. It's super lightweight and easy to use, plus it has all the chat bots that you might need! Highly recommend to anyone looking for something simple. I wish there was a better UI or more design options.

Ronald D.

Ronald D.

Director Small-Business (50 or fewer emp.)

★★★★★

What do you like best about Boei? Simple, easy to use and implement with little technical support What do you dislike about Boei? Logo deisgns can be improved and some customization of logos of different widgets What problems is Boei solving and how is that benefiting you? On multiple sites, users require different feedback channels. This allows simple customization

Fahd T.

Fahd T.

Founder Small-Business (50 or fewer emp.)

★★★★★

What do you like best about Boei? The best part is the simplicity of the product and ease of use. What do you dislike about Boei? The weak part is the lack of depth for advanced users. What problems is Boei solving and how is that benefiting you? Helps capture visitors using different communication channels under one platform.

Vance W.

Vance W.

★★★★★

We have been using Boei for many clients over the past year and the impact on the page speed is negligible and helps convert website visitors to warm leads. Ease of deployment, lightweight code, and overall flexibility and functionality. The form component isn't exactly flexible and extensive enough for most uses so we often have to use another form solution.

Julien V.

Julien V.

Développeur d'e-commerce Small-Business (50 or fewer emp.)

★★★★★

What do you like best about Boei? Lightweight, opens instantly, lot of features (whatsapp, messenger, contact form, links) What do you dislike about Boei? Not including a built-in chat app, more design customizations could be good What problems is Boei solving and how is that benefiting you? Allowing website visitors to contact us through their preferred channel (whatsapp, phone call, etc)

Chandra Kusuma

Chandra Kusuma

★★★★★

The greatest chat widget for websites I have ever tried. It's quite light and not reduce the site loading speed. Quite easy to install on any type of sites/CMS platform. The features and integrations is continuously developed. The support Ruben and his team provide is the best. Easily number one pick.

Cristian Trappolini

Cristian Trappolini

★★★★★

I want to leave this review because I want to tell you 2 important things: one is that those who don't speak English well often find themselves having to live with Google Translate as their best friend, and the other is that BOEI is fantastic, simple and intuitive even for those who don't speak English well. I am really enthusiastic about the ease of use from the first time, which I rarely find in a similar app. Personally I recommend it to everyone!

Renaat Sioncke

Renaat Sioncke

★★★★★

Boei.helps is an easy-to-use app to connect a support/help icon to your website. I just set up four websites with different social media links, all in no time. Boei helps to customize and speed up my website building work-flow.

Fran Tully

Fran Tully

★★★★★

Very happy to give 5 Stars for this plugin. Over 70% of my business enquiries are coming from Smartphone users based on my Google Analytics. Boei allows those users to contact me on their preferred social Channel with one click. I also can follow up on that channel later or over time with the conversion thread preserved. It's a pop up with a GIF that looks great on my site. And it gives the prospective client the opportunity to fill out a standard contact form as well. I am implementing it on all my sites now, and I am very happy to recommend. I would try the free version first so you are sure. Thanks Fran

Proinsias M.

Proinsias M.

★★★★★

It was very easy to configure and setup on my website. The only issue I had to deal with was to decide what channels not to include in the pop up on the website. I need to be clear what are the essential channels to include for each site that I design. Very happy to give Top Marks to this Plugin. Most of my business enquiries are coming from Smartphone users based on my Analytics. Boei allows those users in particular contact me on the preferred social Channel with one click. I also can follow up on that channel later or over time with the conversion thread preserved. Its a pop up and also give the prospective client the opportunity to fill out a standard contact form as well. I am implementing it on all my sites now and I am very happy to recommend. I need to make sure I am not including channel options that are not relevant, so I need to be sure of my target audience to avoid clutter when the pop up is activated.

Gavin S.

Gavin S.

★★★★★

It makes it easier for website visitors to engage with me on the channel of their choice. Installing Boei was simple, took less than 5 minutes, and I was up and running. What I liked is that you can install it on Wordpress, HTML, and even on other page builders. You can use it with WhatsApp, Telegram, Live chat, Facebook messenger, or any combination of them at once so that visitors can pick the channel they're most comfortable with. None at the moment, everything is working as it should be.

Sara Hall

Sara Hall

★★★★★

How is this possible? I have been searching for a service like boei, without success for over a year. What magic is this? Isn't set up supposed to be supremely complicated, involving a coding degree, extensive technical knowledge and possibly a miracle? Boei just works. It works so well I was suspicious of it for nearly a whole week, sending endless texts and emails to myself in utter disbelief, when it failed to keel over! Set up is straight forward, easy and takes minutes. Seriously, I cannot recommend Boei enough.

Mike Foston

Mike Foston

★★★★★

Just about as easy as it gets. It uses all the ways you already have to connect to you, lets your customers choose how they want to connect, and doesn't give you another place to check for messages. Has plenty of configuration options, and support has been very responsive, and willing to listen to ideas to make improvements. Really pleased with how it looks on my sites as well. Bit of a bargain!

Lukáš H.

Lukáš H.

★★★★★

Ease of use and the number of possible integrations. Honestly I can't say there is anything I didn't like when using Boei.

Bikram K. S.

Bikram K. S.

★★★★★

Boei has been a time saver for me. I was looking for a way to integrate various social media chat options into my website so that my customers can contact me using the platform of their choice. I tried 3-4 other platforms but nothing came closer to the experience I finally got from Boei. Its WhatsApp and Google Map integration bought me over. I just wish it has support for Frase assistant and Gist assistant. Ease of use, and painless integration of various chat platforms. lacking integration with Frase and Gist and some of the labels are confusing.

Jay F.

Jay F.

★★★★★

I like that Boei is an AI that learns and continues improving by using our website's information to best answer user questions and guide them on our site. The ease of use is fantastic, requiring no coding or extensive setup work. I was able to have it running on our website in less than 30 minutes even with full customization. If I were to grade the setup ease on a scale of 1 to 10, I would give it an 11.

Ilias A.

Ilias A.

SEO Specialist

★★★★★

Boei is pretty straight-forward to setup. It is lightweight and converts website visitors into leads without over-effort. It simply works on autopilot, while you receive weekly reports on its performance with suggestions for improvement! After setting it up, I just have more leads. Simple.

Jon

Jon

★★★★★

I have followed the intuitive process to set this up on a number of my sites. It has always been easy and it has worked right out of the box. I like the fact that it is a simple widget that can be customized to any channels you wish to add.

Weboo.gr

Weboo.gr

★★★★★

Setting up Boei is a piece of cake. It's lightweight and does all the hard work for you — converting visitors into leads without too much effort. And, to top it off, you get weekly reports with recommendations on how to optimize performance! The support is direct and to the point, and its features are improving steadily.

Dieter Staudinger

Dieter Staudinger

★★★★★

Boei is the superglue that bonds together our communication with our leads and customers, in the channels they most value. Boei is simple to setup and easy to use. Our team loves Boei and we highly recommend you take a look how Boei can help up your communication game!

Jeremy Smith

Jeremy Smith

★★★★★

Boei is reliable, and brilliant at combining multiple tools together for taking care of prospects or customers. You can integrate tools you already use, plus add a few on their own. Great software.

Brendah Akoth

Brendah Akoth

★★★★★

Very great app! It does as it says and it's the most editable chat plugin compared to the others. A few days after installing it, I got inquiries and it opened my eyes to my audience. So it works and saves me time! Great automation partner!

Alexander Martenson

Alexander Martenson

★★★★★

I'm impressed with Boei. The application is simple and intuitive. Having this kind of availability for my prospects coming through my website is vital to my business.

Sheeny

Sheeny

★★★★★

Love this service. My customers can contact me with over a dozen different communication apps whatever they prefer so you never lose out on a customer that might be shy of say WhatsApp and use Viber instead.

Nuno

Nuno

★★★★★

Boei is a lightweight alternative to live chat plugins, talk to customers on their favorite channels. It has many integrations and you can use on WordPress, Shopify or any website using custom HTML. Not only Boei has good customer service but will also help yours.

Robert-Jan

Robert-Jan

CEO/Founder

★★★★★

Ruben has built an amazing and straightforward chat solution. Just let the client chose which option he wants to use! But it doesn't stop there. You can also add buttons that link to an external website, other pages on your website, integrate your chatbot, and so on. So simple, yet so powerful!

CyberCooker

CyberCooker

★★★★★

Nowadays, omnichannel offers us great advantages, but when we want to incorporate all the channels in our site we face a great dilemma: to include icons for each channel, generating visual saturation and confusion. It is here where Boei becomes a fantastic tool, since in a simple way it gives us the necessary order to provide our customers with a wide range of channels so that they can choose the one they feel most comfortable to communicate with us.

Eddine

Eddine

★★★★★

Boei is genuinely one of the most underrated tools on AppSumo. It's lightweight, super easy to install, and gives you so many options to connect with your website visitors. Whether it's WhatsApp, Messenger, email, or a simple contact form, Boei covers it all in one clean, customizable widget. What I love most is how versatile it is — it fits seamlessly with my site, doesn't slow things down, and caters to every visitor's preferred way of communication.

Jairo R.

Jairo R.

Account Executive

★★★★★

Excellent product and service. I can't complain about the level of support I've received. They are receptive to customer feedback and have a public roadmap.

Jaime M.

Jaime M.

Co-Founder

★★★★★

A simple and minimalistic tool with a lot of power! Displaying all of our contacts in a compact and easy to access way.

Stefan M.

Stefan M.

CEO

★★★★★

The integration of communication channels like WhatsApp, Facebook Messenger and Telegram as chat widgets on every page I like, the customizability and the very easy setup. Best Chat and Communication Widget I ever used.

Albert H.

Albert H.

Trainer

★★★★★

I used Replain before, but that is very complicated to manage. I searched for this solution for a long time and I really like it very much! Best solution for communication through your website!

Andres S.

Andres S.

Director

★★★★★

I use the tool on my website to get in touch with my visitors and without having to publish a form that could be abused by spammers. Communication is more fluent and direct as each user can choose their preferred channel to get in touch. Easy to use, many messaging options, customization, easy to implement on virtually any website, reports and analytics, fast to load.

Frequently Asked Questions

How does the AI qualify consulting prospects?

You configure the qualifying questions your firm needs: company size, industry, timeline, budget range, current challenges, and project goals. When a prospect starts a conversation, the AI agent asks these questions naturally in conversation - not as a rigid form. It tags the prospect based on their answers (e.g., 'Qualified - Enterprise' or 'Small Budget - Nurture') and routes accordingly.

Can the AI route leads to different partners based on expertise?

Yes. Configure routing rules by service line, industry, deal size, or any combination. A manufacturing company asking about supply chain optimization gets routed to your supply chain partner. A tech startup asking about fundraising strategy goes to your finance practice lead. The AI emails the assigned partner with the full prospect brief and adds the lead to their pipeline.

How does the partner briefing email work?

When a prospect completes qualification, the agentic AI triggers a webhook that sends an email to the assigned partner. The email contains every detail collected: prospect name, company, size, industry, budget range, timeline, specific challenges, and the full conversation transcript. The partner walks into the first call already knowing the prospect's situation.

Can the AI discuss rates and scope projects?

Yes. You configure rate ranges by service line. When a prospect asks 'What do you charge?', the AI provides guidance: 'Strategy consulting starts at $250/hour. Typical engagements are project-based from $15K.' If the prospect wants a scope estimate, the AI collects requirements - goals, timeline, team size, deliverables - and generates a preliminary scope document emailed to both parties.

Does Boei integrate with Salesforce, HubSpot, and our existing tools?

Yes. Boei connects to Salesforce, HubSpot, Monday.com, Calendly, Harvest, Toggl, DocuSign, PandaDoc, and hundreds of other tools via webhooks. Qualified leads push to your CRM automatically with all conversation data. Meeting bookings sync with your calendar. Proposal status updates flow back into the pipeline.

What happens outside business hours?

The AI handles prospects exactly the same at 11 PM as at 11 AM. It qualifies them, collects project details, and adds them to your pipeline. It sends the prospect a WhatsApp message: 'Thanks for your interest. A partner will reach out by 10 AM tomorrow.' The partner gets the briefing email and starts their day with a pre-qualified lead ready for a call.

Can the AI share case studies based on the prospect's industry?

Yes. Configure the AI to share relevant case studies when it identifies the prospect's industry. A healthcare company gets your healthcare transformation case study. A financial services firm gets your regulatory compliance case study. The AI sends these as links or attachments within the conversation, building credibility before the first partner call.

How does the deal pipeline work for long consulting sales cycles?

The built-in deal pipeline tracks every prospect through your custom stages - Initial Inquiry, Qualified, Discovery Call, Proposal Sent, Negotiation, Signed. Set automated follow-ups per stage. If a proposal has been pending for two weeks, the AI sends a check-in via email. If a prospect goes quiet after discovery, it triggers a WhatsApp nudge. No deal falls through the cracks.

Do we need the white-label option?

For consulting firms, brand consistency matters. Prospects evaluating a $50K-$200K engagement notice details. The Business plan ($129/mo annual) removes all Boei branding, adds your firm's logo and colors, and uses your custom domain. Prospects see your brand in the chat widget, email confirmations, and any shared documents. It looks like your own proprietary system.

How much does Boei cost for a consulting firm?

Boei starts at $19/mo (Starter annual). Starter at $19/mo adds 2,000 AI credits and email/WhatsApp/SMS automation - enough for most boutique firms. Growth at $49/mo includes 3 domains, 3 chatbots, API access, and deal pipeline - ideal for multi-practice firms. Business at $129/mo gives you 10 domains, white-label, and custom domain for full brand consistency. 7-day free trial, no credit card required. See pricing.

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Stop Losing $100K Engagements to Slow Response Times

Your AI agent qualifies prospects, briefs partners, and follows up - while your team bills hours.

Enterprise? Schedule a demo →

✓ Pre-qualifies prospects 24/7 • ✓ No credit card required • ✓ White-label with your domain • ✓ From $19/mo (Starter annual)