Professional Services CRM You Run From Chat
Professional service providers lose deals because follow-up falls off. Hi Pepper tracks every prospect on your leads board, sends proposals and invoices on command, and nudges you when an invoice goes unpaid — so your pipeline never goes cold.
How Hi Pepper Works for Professional Services
That's it. Text Pepper from WhatsApp, SMS, Telegram, or the app — no dashboard, no forms.
Everything Professional Services Need — Run From a Single Chat
- ✓Proposal & invoice sending from chat
- ✓E-sign agreements via public link
- ✓Leads board pipeline tracking
- ✓Unpaid-invoice nudges to you
- ✓Automated review requests
Switching from HoneyBook?
Hi Pepper is the simpler, chat-native alternative.
Start your free 14-day trial →Common Questions from Professional Services
How does Hi Pepper track billable work for consulting or coaching?+
Text the session to Pepper afterwards — "2 hours consulting for Chen today, $200/hr" — and it logs the note to the client record and can add it straight to an invoice.
Does the follow-up sound robotic?+
No — you're in control. Pepper drafts or sends exactly the message you tell it to, from your workspace. Clients get a personal check-in, not a canned drip sequence.
How do I keep track of unpaid invoices?+
Hi Pepper texts you when an invoice goes overdue, so you can nudge the client while it's still fresh — one message to Pepper and the reminder is on its way.
Does Hi Pepper support contracts and intake agreements?+
Yes. Generate a service agreement from a template, send the client a public e-sign link, and they sign from their phone — no account, no portal, no printing.
Ready to run your professional services business from chat?
14-day free trial. No credit card. Cancel any time.
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