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.
ABOUT 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.