Donna cross-references every incoming number against your client database. Returning callers hear 'Hi Sarah, calling about your Tuesday appointment?' New callers get full intake. No one feels like a stranger.
When a returning client calls and the receptionist asks 'first time visiting us?' it's a small wound but a real one. They wonder if you remember them at all. Multiply that by every call and you're slowly draining loyalty.
Donna pulls your client database (uploaded once or synced live from your CRM) and matches every incoming call by phone number in milliseconds. The match happens before Donna's greeting plays — so the caller hears 'Hi Sarah, glad you called. Are you reaching out about your appointment Tuesday?' Returning clients feel known. New leads get the full new-client flow.
Caller's number cross-referenced against your client list before Donna's greeting plays. Zero perceived latency.
Donna knows when they were last in, what service, and any open notes (preferred provider, allergies, balance owed).
First-name greeting on returning callers. Falls back gracefully to 'Hi there' for unknown numbers.
Tag specific clients as VIPs and Donna routes them straight to your phone or a senior staff member.
Mark conflicted parties (legal) or blocked numbers (chronic no-show clients). Donna handles them per your rules.
Pull from Clio, HubSpot, Salesforce, or any CRM via Zapier. Or batch-upload a CSV. Updates flow in either direction.
| Donna | Generic answering service | Voicemail | Front desk staff | |
|---|---|---|---|---|
| Auto caller-ID match | Yes | Manual lookup | No | Manual |
| History loaded mid-call | Live | No | No | After call |
| VIP / tier routing | Yes | Manual | No | Manual |
| CRM sync | Native + Zapier + API | Limited | N/A | Manual export |
Every booking is yours — no commission, no per-call fee. Solo for independent professionals, Starter for small teams, Pro for multi-staff or multi-location practices.
Independent professionals.
Small businesses (1–5 staff). Most popular.
Multi-staff or multi-location.
14-day free trial · No credit card · Cancel anytime · 30-day money-back
14-day free trial. Upload your client list, hear Donna greet them by name.
