What is the best way to set up clients who do not want to log in to the platform?

Set up the system so clients do not have to log in, and notify them when there is a result. Clients usually care about only a few things: sales, leads, appointments and money. Many owners, such as roofers and plumbers, do not have time to log in to a CRM.

For example, if your AI answers the phone and captures leads, send the client an email, such as a new lead alert, each time it captures one. For review requests, give the business owner a link to a public form they can bookmark. Each time they enter a customer's details, the automation runs, with no login needed.

The main focus is showing the client that it is working.