Inquiries come in through every channel
Email, phone, contact form: every inquiry looks different, and it takes countless follow-up questions to gather all the details.
Lead capture
Turn leads into clients — without entering a single detail twice
Every inquiry lands in one system in a structured way: a digital questionnaire on your website or via link, initial consultation and team assessment, and with one click the lead becomes your client.
The problem
Between the first inquiry and a new client, time, data and leads get lost
The same data is entered several times
What was noted at first contact is requested again for onboarding and typed in a third time to create the client.
Leads expect a fast start
Anyone waiting for a callback or a PDF form keeps looking elsewhere. Today, a simple digital first step helps decide whether an inquiry becomes an engagement.
It's that simple
Two ways leads come to you
Either your lead registers themselves via the digital questionnaire on your website, or you invite them via magic link after a phone call. Either way, a lead is created in BetterCo — and when they are converted into a client, all details carry over into onboarding.
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Initial inquiry via your website
The lead picks the questionnaire that fits their request and enters their basic data, profile and goals themselves — whenever it suits them, even outside your business hours.
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Initial consultation and assessment
Your team sees the complete inquiry, adds further details in the initial consultation and assesses the lead by potential and risk.
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Client in one click
Accepting? The lead becomes a client, all details carry over, and onboarding with KYC starts right away.
Work even faster now, with 80% of the data pre-filled
An optional master data package creates leads, affiliated companies and counterparties with data and documents prefilled from public registers.
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Create a lead in just a few clicks
After the call, you create the lead. Thanks to our interface to public registers such as the commercial register, around 80% of the data is already prefilled.
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Send a questionnaire via link
Choose from our library of ready-made questionnaires and invite the lead by email. They fill in whatever is missing.
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Assess and convert
You can see at any time how far along the lead is. After the initial meeting and assessment, they become a client with one click — no more email ping-pong.
Work even faster now, with 80% of the data pre-filled
An optional master data package creates leads, affiliated companies and counterparties with data and documents prefilled from public registers.
Your benefits
More deals with less effort — from first contact to client in one system
No inquiry gets lost
Every lead is in BetterCo with status and history — whether they came via the website, a link or the phone.
Captured once, available everywhere
Everything the lead enters is carried over in full when they are converted to a client. No retyping between inquiry, onboarding and client setup.
Team assessment
The initial meeting, notes and the assessment of potential and risk are stored with the lead — transparent for everyone who decides on acceptance.
Happier leads
Clear digital questionnaires with built-in guidance shorten waiting times and reduce errors. The first impression is a professional one.
Seamlessly into onboarding
Conversion kicks off onboarding with KYC on the same data — beneficial owners, risk assessment and identification follow directly.
Improved data quality & data security
Automatic validation and the interface to public data sources such as the commercial register prevent incorrect and inconsistent entries.
Playground
Explore our questionnaires here
Integration options
How to embed the digital questionnaires and meet leads where they are
Our customers use BetterCo with the following systems:
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