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Redtail Technology > News > Integrations > New integration with Smith.ai!

New integration with Smith.ai!

Category: Integrations
Redtail Blog Feature Graphic - Integration News

Smith.ai 24/7 virtual receptionists capture and convert leads by phone, website chat, texts, and Facebook. Our live, North America-based professionals backed by AI answer and return calls, book appointments, complete intake, block spam, and integrate with your business software.

smith.ai logoABOUT Smith.ai “Smith.ai is a 24/7 virtual receptionist service for financial advising businesses of all sizes, from solo advisors to mid-size companies. Our North America-based receptionists answer calls, chats, and messages; provide bilingual answering; screen and intake new clients; schedule appointments; and make outbound calls to leads who complete your online forms, ensuring instant follow-up on new business opportunities.

WHAT ARE THE INTEGRATION POINTS BETWEEN SMITH.AI AND REDTAIL CRM? 

Smith.ai integrates with Redtail CRM so callers’ contact information and post-call summaries are instantly added to your Redtail CRM account after each call.

DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.