From sign-up
to the first request
Five steps, most of them one-time: choose calculators, make them yours, embed, switch on lead capture, and route requests to wherever your team works.
How does NumbersForClients work?
You sign up, activate the calculators your clients ask about, set your colors and wording, and paste one snippet into your website. Clients run estimates on your pages; if lead capture is on, they can send you their inputs and results, which arrive in your contact list, your inbox and, on paid plans, your CRM by webhook.
Five steps, in order
Choose your calculators
Start with the two or three questions you're asked most. The calculator library names the month each question peaks.
Make them yours
Pick a theme, apply your colors and font, edit titles, labels and button text, and adapt the disclaimer.
Embed with one snippet
Choose inline, framed, popup, floating or your own link, and paste the snippet. Platform guides cover each builder.
Switch on lead capture
Decide which fields are required and where notifications go. Lead capture is off until you turn it on.
Route and follow up
Add a webhook to your CRM, set a reply template, and review analytics monthly.
What happens on the client's side
A client arrives from search or your newsletter, runs the numbers and reads the definitions. Most leave with their answer, which is the point: fewer routine calls. Some press 'Ask our team to review this'.
That request carries their figures, so your first reply can be a scope and a fee rather than a list of questions.
Who does what
| Task | Your firm | NumbersForClients |
|---|---|---|
| Calculator math and 2026 figures | Review | Maintain and update each January |
| Branding and wording | Choose | Provide themes and controls |
| Embedding | Paste snippet | Host and serve calculators |
| Lead storage and delivery | Follow up | Store, email and post by webhook |
| Advice to the client | Yes, your professional judgment | Never |
Questions firms ask
How long does setup take?
Under an hour for the first calculator; an afternoon for a seasonal set.
Do I need to update calculators when tax law changes?
No, we update the figures and calculators; your embeds update automatically.
Can I preview before going live?
Yes, preview in the app and on a draft page.
Where do leads appear?
In the app's contact list, by email, and by webhook on paid plans.
Can I turn a calculator off?
Yes, deactivate it and embeds stop showing it.
What if my plan changes?
Calculators outside a lower plan's limits stop rendering after a downgrade.
Do clients need an account?
No.
Is training available?
Our getting-started guide and help center cover setup.
No question matches that filter. Clear it to see them all, search the whole site, or ask us directly; we reply within one business day.
Next entry
Five steps this afternoon
Start free and have your first calculator live before the next client calls.
Firm and Network plans include a 14-day trial. Cancel before it ends and you pay nothing.