Every lead managed,
none missed.
DomePortal™ is your firm's dashboard for tracking leads and clients in one place. It brings together chats, forms, calls, and bookings so your team can stay organized, follow up faster, and let fewer opportunities slip through.
27% of U.S. CPA firms never respond to a prospect's inquiry — and 35–50% of leads are never followed up with at all. DomePortal™ routes every lead to one inbox with auto follow-up so nothing slips.
35% of CPA firm leads get zero follow-up
Leads come from everywhere: DomeChat™, website forms, phone calls, bookings. Without a centralized system, they fall through the cracks. DomePortal™ captures, routes, and nurtures every lead automatically.
Every lead, one place
Stop checking email, voicemail, and chat separately. DomePortal™ pulls every lead into a single, clean dashboard. Whether they came from DomeChat™, a website form, or a DomeBook™ meeting, you can see status, source, and details at a glance.
Know the moment a lead comes in
When a potential client reaches out, every second counts. DomePortal™ sends instant notifications via email or SMS the moment a new lead arrives, so you can respond before they call your competitor. The Firm that replies first wins the case.
Never lose a lead again
Every lead is stored, searchable, and exportable. Track where each lead stands, review full conversation history from DomeChat™, export to your CRM or spreadsheet, and ensure nothing falls through the cracks.
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