Getting Started

What exactly is Rline?

Rline is a simple business system that helps small service firms stay organized. It handles calls, messages, invoices, and follow-ups automatically — so you never miss a lead or payment again.

Who is Rline for?

Rline is built for small business owners who work directly with clients — accountants, consultants, agencies, and other service providers who want less chaos and more control.

Do I need any technical skills to use it?

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How long does setup take?

Usually 3–5 business days. We handle all the configuration, connect your phone, forms, and email, and show you how to use it during your onboarding call.

Can I try Rline before paying?

Yes — you can book a free walkthrough to see exactly how it works for your business. There’s no commitment, and we’ll even show you a few ideas you can apply right away.

Using Rline

What happens when I miss a call?

Rline automatically texts the caller: “Hey, I just missed your call — can I get back to you soon?” The system logs the lead, adds it to your CRM, and reminds you to follow up.

Can Rline send invoices and payment reminders?

Yes. You can create invoices once, and Rline sends them automatically — with polite reminders before and after due dates. Clients can pay directly online.

Does Rline replace my email or phone system?

No. It connects to what you already use — your existing email, number, and website — and makes them work together. You don’t have to switch anything.

Can I see everything in one dashboard?

Absolutely. You’ll see all your leads, messages, payments, and tasks in one simple view. No more jumping between apps or tabs.

Can my team use it too?

Yes. You can add multiple team members with their own logins and permissions. Everyone can see what’s assigned, what’s done, and what’s waiting.

Communication & Clients

Can Reline handle text messages and emails together?

Yes. You’ll have one shared inbox where you can reply to clients no matter how they contact you — text, email, or web form.

Will my clients know they’re getting automated messages?

No. Messages are written in your tone and sent at the right time — it feels personal, not robotic. You can edit every message if you’d like.

Can Rline help with client onboarding?

Definitely. Rline sends welcome emails, collects forms or documents, and keeps clients updated with a simple checklist.

Does Rline work with WhatsApp or Facebook messages?

Yes, through integrations. You can pull in those messages and reply from one place — no app-hopping.

Pricing & Billing

How much does Rline cost?

Plans start at $99/month for solo users and scale up depending on your needs. All plans include setup help, onboarding, and support.

Is there a setup fee?

No — setup is included in every plan.

Can I cancel anytime?

Yes. There are no long-term contracts. You can cancel or switch plans whenever you need.

Do you offer refunds?

If you’re not happy in the first 14 days, we’ll refund your first payment — no questions asked.

Support & Training

Do you offer training or help after setup?

Yes. Every plan includes live onboarding, video tutorials, and chat/email support. We’ll make sure you’re fully comfortable using Rline.

What kind of support do I get?

Email support is available for all plans. Pro and Business OS users get priority live chat, and Business OS users also have a dedicated success manager.

Can you customize Rline for my business?

Absolutely. During setup, we’ll tailor automations and dashboards to fit how you work — not the other way around.

Is my data safe?

Yes. We use encrypted connections and secure data storage. Your information and your clients’ data are protected by industry-standard security measures.