Software
One link for your customers.Every question answered, every trial followed up.
Users open one page to book a demo, ask questions and get help. Alfred follows up on every trial.
Free to start. Paid plans from $20/mo. See pricing
Fieldnote
Good afternoon.
How can we help you today?
Ask Alfred anything…- Book a demo
- Get help
How did we do?
Tap a star. It takes two seconds.
Not greatLoved itSubscribe
Offers and news from Fieldnote. No spam.
you@example.comSubscribeOne link
for demos, help and questions
Day one
every trial gets a hello
Your OK
before any follow-up is sent
EN + ES
In each customer’s language
Book a demo
Demo, onboarding or support call: they pick who to meet and an open time.
Ask Alfred
Pricing, integrations, security, typed right on the portal. Answers come from your own docs and site.
Get help
A clear path to support when the agent cannot answer.
Leave a review
Asked when things are going well.
Get started fast
Up and runningin three steps.
01
Build your portal
Paste your website and docs. Alfred builds a page for demos, onboarding calls and quick answers.
02
Print your QR
Put the link in your website header, onboarding emails and in-app help menu, and the QR on your booth.
03
Start capturing leads
Prospects book a demo with the right person. Customers find answers before they open a ticket.
For software companies
Trials go quiet in the first three days.
Most trial users sign up, poke around and leave without asking the question that was stopping them. One link, in every onboarding email and in your app, gives them a person to meet and an agent that answers from your docs.
- Book a demoDemo, onboarding or support call. They pick who to meet and an open time.
- Ask about pricing and securityAnswered from your own docs, pricing and security pages.
- Get helpA clear path to your support team when the agent cannot answer.
- Follow the changelogAn email on the Subscribe card for product news.
FieldnoteExample portalFieldnote
Do you integrate with HubSpot?
Good question. I can share what connects today, or book you a demo to walk through your setup.
Book me a demo.
Demo booked
Tuesday · 2:00 PM
A confirmation email is on its way, with a reminder the day before.
One link in every onboarding email, the whole team behind it
Fieldnote
Do you integrate with HubSpot?
Good question. I can share what connects today, or book you a demo to walk through your setup.
Book me a demo.
Demo booked
Tuesday · 2:00 PM
A confirmation email is on its way, with a reminder the day before.
Built for how you work
Catch trials before they go quiet.
Trial users who never talk to anyone
A demo or onboarding call is two taps away, with the right person and an open time.
Pricing and security questions that block a deal
The agent answers from your own pricing page, docs and security page, and offers a call for the rest.
Conference leads that sit in a spreadsheet
People who scan at your booth leave their details. On Pro, Alfred follows up with a demo link the same day.
Use case · SaaS
See a week with Alfred
A software company that books demos while the sales team sleeps: the setup, a week moment by moment, the time and money in play, and what to do first.
Ledgerleaf is a fictional business. The numbers are worked out from stated assumptions.
Read the use case- Hours a week back, worked out line by line
- Money in play, with cited industry numbers
- Four things to do this week
Simple, transparent pricing
Build your price
Pick a plan, then add only what you need. The price updates as you go.
Billing period
2. Add what you need
Need more locations or a team? That’s Pro.
Your monthly price
$20/mo
- Starter plan$20
What checkout charges, billed monthly. Cancel anytime.
Get StarterStarter includes
Everything in Free, plus
- No “Powered by Alfred” badge
- Agent in your portal: answers and books
- Before the visit: booking reminder
- After the visit: review & referral
- When customers reply to a follow-up, it lands in Conversations
- Up to 1,000 customers
- About 300 agent replies a month
Start free. Your portal and QR never expire. Agent replies are metered from your included credits; top up only if you outgrow them.
Following up on your question
Hi Maya, thanks for chatting with us yesterday. The quickest way to see if we fit your setup is a short demo. Pick an open slot below, or reply with your question.
A more personal experience
Every trial gets a person.
Alfred answers what your docs already cover, books the demo for the rest and follows up with every trial in your voice.
- Signed up or asked a question? Alfred replies and offers a demo.
- A reminder the day before the demo, so no one forgets.
- A review ask, and happy users get an easy way to share you with a colleague.
- Asked a question in the chat but did not book a demo? A next-day note with a link to book.
Frequently asked questions
Straight answers.
Everything you need to know, in a few clicks.
Still have a question? Ask usIs this a replacement for our help desk?
No. It answers common questions from your docs and books calls. Support tickets stay in the tool you use, and the portal links to it.
Can different reps take different demos?
Yes. Demo, onboarding and support calls can each have their own people and calendars.
Does it connect to our CRM?
Alfred keeps its own simple list of the people it captures. It does not sync to HubSpot or Salesforce.
Where do we put the link?
Your website header, onboarding emails, in-app help menu and email signatures. Use the QR at conference booths.
Can the agent read our documentation?
It answers from your website and the details you give it. Point it at your public docs pages.
What about trial follow-ups?
On Pro, when someone leaves their details, the new-lead follow-up replies and offers a demo. You approve the wording first.
Your next customer isone link away.
Build your portal today and follow up on every trial.