Your always-available AI client coordinator
Your always-available AI client coordinator
From first inquiry to booked appointment, Gubby handles your prospects so you can handle important clients.
From first inquiry to booked appointment, Gubby handles your prospects so you can handle important clients.
Make the right choice and join more than 12K customers.
Built for advisors, accountants, and financial professionals
Prospects qualified. Appointments booked. Client time protected.
Built for advisors, accountants, and financial professionals
Prospects qualified. Appointments booked. Client time protected.
Financial professionals live in meetings. Client reviews, prospect calls, tax deadlines, compliance tasks. When a new prospect calls, you're busy. By the time you call back, they've moved on.
Financial professionals live in meetings. Client reviews, prospect calls, tax deadlines, compliance tasks. When a new prospect calls, you're busy. By the time you call back, they've moved on.
Gubby answers every call and website inquiry instantly. Qualifies prospects, answers questions about your services, books appointments, and follows up. You spend time with clients who pay, not prospects who may not.
Gubby answers every call and website inquiry instantly. Qualifies prospects, answers questions about your services, books appointments, and follows up. You spend time with clients who pay, not prospects who may not.
Realtor answering service
How Gubby grows your book of business
From prospect inquiry to booked appointment, Gubby handles the front end so you can serve clients.
Respond to prospects without leaving a meeting
Gubby answers calls and website inquiries instantly. You stay focused on the client in front of you.
Respond to prospects without leaving a meeting
Gubby answers calls and website inquiries instantly. You stay focused on the client in front of you.
Respond to prospects without leaving a meeting
Gubby answers calls and website inquiries instantly. You stay focused on the client in front of you.
Qualify prospects before meeting them
Assets, needs, timeline, goals. Gubby asks the right questions so you only meet with qualified leads.
Qualify prospects before meeting them
Assets, needs, timeline, goals. Gubby asks the right questions so you only meet with qualified leads.
Qualify prospects before meeting them
Assets, needs, timeline, goals. Gubby asks the right questions so you only meet with qualified leads.
Answer questions about your services
Fee structure, services offered, how you work with clients. Gubby knows your practice and answers accurately.
Answer questions about your services
Fee structure, services offered, how you work with clients. Gubby knows your practice and answers accurately.
Answer questions about your services
Fee structure, services offered, how you work with clients. Gubby knows your practice and answers accurately.
Book appointments directly
Gubby checks your availability, schedules the meeting, and confirms with the prospect. No email chains.
Book appointments directly
Gubby checks your availability, schedules the meeting, and confirms with the prospect. No email chains.
Book appointments directly
Gubby checks your availability, schedules the meeting, and confirms with the prospect. No email chains.
Follow up to keep prospects warm
Prospects get confirmations, reminders, and follow-up messages. No lead goes cold.
Follow up to keep prospects warm
Prospects get confirmations, reminders, and follow-up messages. No lead goes cold.
Follow up to keep prospects warm
Prospects get confirmations, reminders, and follow-up messages. No lead goes cold.
Capture inquiries from your website
Prospects research advisors online. Gubby chats with them, qualifies them, and books appointments before they leave.
Capture inquiries from your website
Prospects research advisors online. Gubby chats with them, qualifies them, and books appointments before they leave.
Capture inquiries from your website
Prospects research advisors online. Gubby chats with them, qualifies them, and books appointments before they leave.
Features for real estate brokers, investors, and agents
The AI assistant built for financial professionals
Prospect qualification, scheduling, follow-up, and client management in one platform.
Features for real estate brokers, investors, and agents
The AI assistant built for financial professionals
Prospect qualification, scheduling, follow-up, and client management in one platform.
24/7 prospect handling
Every call and website inquiry answered, even outside business hours
Website chat widget
Convert website visitors into booked appointments
Prospect qualification
Collect assets, needs, timeline, and goals automatically
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Appointment scheduling
Book directly into your calendar in real time
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Service knowledge
Answer questions about your offerings, fees, and process
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CRM sync
Push leads to Wealthbox, Redtail, Salesforce, and more
24/7 prospect handling
Every call and website inquiry answered, even outside business hours
Website chat widget
Convert website visitors into booked appointments
Prospect qualification
Collect assets, needs, timeline, and goals automatically
Appointment scheduling
Book directly into your calendar in real time
Service knowledge
Answer questions about your offerings, fees, and process
CRM sync
Push leads to Wealthbox, Redtail, Salesforce, and more
24/7 prospect handling
Every call and website inquiry answered, even outside business hours
Website chat widget
Convert website visitors into booked appointments
Prospect qualification
Collect assets, needs, timeline, and goals automatically
Appointment scheduling
Book directly into your calendar in real time
Service knowledge
Answer questions about your offerings, fees, and process
CRM sync
Push leads to Wealthbox, Redtail, Salesforce, and more
24/7 prospect handling
Every call and website inquiry answered, even outside business hours
Website chat widget
Convert website visitors into booked appointments
Prospect qualification
Collect assets, needs, timeline, and goals automatically
Appointment scheduling
Book directly into your calendar in real time
Service knowledge
Answer questions about your offerings, fees, and process
CRM sync
Push leads to Wealthbox, Redtail, Salesforce, and more
24/7 prospect handling
Every call and website inquiry answered, even outside business hours
Website chat widget
Convert website visitors into booked appointments
Prospect qualification
Collect assets, needs, timeline, and goals automatically
Appointment scheduling
Book directly into your calendar in real time
Service knowledge
Answer questions about your offerings, fees, and process
CRM sync
Push leads to Wealthbox, Redtail, Salesforce, and more
24/7 prospect handling
Every call and website inquiry answered, even outside business hours
Website chat widget
Convert website visitors into booked appointments
Prospect qualification
Collect assets, needs, timeline, and goals automatically
Appointment scheduling
Book directly into your calendar in real time
Service knowledge
Answer questions about your offerings, fees, and process
CRM sync
Push leads to Wealthbox, Redtail, Salesforce, and more
24/7 prospect handling
Every call and website inquiry answered, even outside business hours
Website chat widget
Convert website visitors into booked appointments
Prospect qualification
Collect assets, needs, timeline, and goals automatically
Appointment scheduling
Book directly into your calendar in real time
Service knowledge
Answer questions about your offerings, fees, and process
CRM sync
Push leads to Wealthbox, Redtail, Salesforce, and more
24/7 prospect handling
Every call and website inquiry answered, even outside business hours
Website chat widget
Convert website visitors into booked appointments
Prospect qualification
Collect assets, needs, timeline, and goals automatically
Appointment scheduling
Book directly into your calendar in real time
Service knowledge
Answer questions about your offerings, fees, and process
CRM sync
Push leads to Wealthbox, Redtail, Salesforce, and more
24/7 prospect handling
Every call and website inquiry answered, even outside business hours
Website chat widget
Convert website visitors into booked appointments
Prospect qualification
Collect assets, needs, timeline, and goals automatically
Appointment scheduling
Book directly into your calendar in real time
Service knowledge
Answer questions about your offerings, fees, and process
CRM sync
Push leads to Wealthbox, Redtail, Salesforce, and more
24/7 prospect handling
Every call and website inquiry answered, even outside business hours
Website chat widget
Convert website visitors into booked appointments
Prospect qualification
Collect assets, needs, timeline, and goals automatically
Appointment scheduling
Book directly into your calendar in real time
Service knowledge
Answer questions about your offerings, fees, and process
CRM sync
Push leads to Wealthbox, Redtail, Salesforce, and more
24/7 prospect handling
Every call and website inquiry answered, even outside business hours
Website chat widget
Convert website visitors into booked appointments
Prospect qualification
Collect assets, needs, timeline, and goals automatically
Appointment scheduling
Book directly into your calendar in real time
Service knowledge
Answer questions about your offerings, fees, and process
CRM sync
Push leads to Wealthbox, Redtail, Salesforce, and more
24/7 prospect handling
Every call and website inquiry answered, even outside business hours
Website chat widget
Convert website visitors into booked appointments
Prospect qualification
Collect assets, needs, timeline, and goals automatically
Appointment scheduling
Book directly into your calendar in real time
Service knowledge
Answer questions about your offerings, fees, and process
CRM sync
Push leads to Wealthbox, Redtail, Salesforce, and more
Simple Realtor answering service
Get Gubby qualifying your prospects
Simple setup, no technical skills required.
Simple Realtor answering service
Get Gubby qualifying your prospects
Simple setup, no technical skills required.
1
Add your services and process
Enter your offerings, fee structure, and how you work with clients.
1
Add your services and process
Enter your offerings, fee structure, and how you work with clients.
2
Set your qualification questions
Tell Gubby what to ask: assets, needs, timeline, goals, anything you need before a meeting.
2
Set your qualification questions
Tell Gubby what to ask: assets, needs, timeline, goals, anything you need before a meeting.
3
Connect your calendar and CRM
Sync with Wealthbox, Redtail, Salesforce, or Google Calendar.
3
Connect your calendar and CRM
Sync with Wealthbox, Redtail, Salesforce, or Google Calendar.
4
Go live
Gubby starts handling calls and website visitors. You get notified when appointments are booked.
4
Go live
Gubby starts handling calls and website visitors. You get notified when appointments are booked.
Connects to the tools financial professionals use
No switching platforms. No manual entry. Gubby fits your workflow.
Frequent questions
These questions are asked by many of our users
What types of financial professionals use Hello Gubby?
Financial advisors, wealth managers, accountants, CPAs, tax preparers, and insurance agents. Anyone who qualifies prospects and books appointments.
Can Gubby qualify prospects before I meet with them?
es. Gubby asks your qualification questions: assets, needs, timeline, goals. You only meet with qualified leads.
Does Gubby work with my CRM?
Yes. Gubby syncs with Wealthbox, Redtail, Salesforce, and others. Leads get pushed automatically.
Can Gubby answer questions about my services?
Yes. Add your services, fees, and process to Gubby's knowledge base. Prospects get accurate answers instantly.
Is client information secure?
Yes. Gubby handles information securely and can be configured to meet your compliance requirements.
Does Gubby work on my website?
Yes. Gubby runs as a chat widget on your site. Same knowledge, same qualification, same booking flow.
Can Gubby handle multiple advisors?
Yes. Add your whole team. Gubby learns availability for each and books accordingly.
How do I know when an appointment is booked?
You get email and text notifications with prospect details, meeting time, and any notes they provided.
What types of financial professionals use Hello Gubby?
Financial advisors, wealth managers, accountants, CPAs, tax preparers, and insurance agents. Anyone who qualifies prospects and books appointments.
Can Gubby qualify prospects before I meet with them?
es. Gubby asks your qualification questions: assets, needs, timeline, goals. You only meet with qualified leads.
Does Gubby work with my CRM?
Yes. Gubby syncs with Wealthbox, Redtail, Salesforce, and others. Leads get pushed automatically.
Can Gubby answer questions about my services?
Yes. Add your services, fees, and process to Gubby's knowledge base. Prospects get accurate answers instantly.
Is client information secure?
Yes. Gubby handles information securely and can be configured to meet your compliance requirements.
Does Gubby work on my website?
Yes. Gubby runs as a chat widget on your site. Same knowledge, same qualification, same booking flow.
Can Gubby handle multiple advisors?
Yes. Add your whole team. Gubby learns availability for each and books accordingly.
How do I know when an appointment is booked?
You get email and text notifications with prospect details, meeting time, and any notes they provided.
Grow your book. Let Gubby handle prospects.
Qualify leads, book appointments, and follow up automatically.
Grow your book. Let Gubby handle prospects.
Qualify leads, book appointments, and follow up automatically.
Grow your book. Let Gubby handle prospects.
Qualify leads, book appointments, and follow up automatically.