Nick Epson

Working in the finance industry means you could be filling one (or more!) of any number of roles. Whether you’re a financial advisor, financial planner, investment advisor, or wealth manager, there’s a common need to keep client records organized. Here's our list of the top 10 solutions that will keep your data tidy and your communications streamlined.

Whether you're looking for your first CRM or eager to switch to a new practice management solution, law firm management software is more powerful and capable than ever. Here is our comprehensive guide to the best legal CRMs on the market, with options suited to every budget.

Are you at a point where you’ve read up on our virtual receptionist services, and understand the benefits for your small business, but still haven’t moved forward? One of the biggest reasons for reluctance is because "getting started" feels daunting. Here are five simple first steps.

You may find that your VoIP or virtual PBX provider doesn’t best serve your needs and you want to take your number with you to a new provider. Here's how to transfer your number between providers and keep your business calls coming in without interruption.

Running an electrical contracting firm or working as an independent electrician requires both great business acumen and a high degree of knowledge to be a success. At Smith.ai, we recognize the challenges associated with staying on top of projects while balancing communication with clients and prospects. The Smith.ai virtual receptionist service allows you to focus on utilizing your skillsets while we field your incoming calls.

As a construction business, your hands are full with projects every day – quite literally. Building new structures, installing fixtures, and the attention to detail required for everything in between is demanding enough without worrying about answering incoming calls. At Smith.ai, we act as a gatekeeper for your callers, allowing you to stay on task.

Working as an independent plumber or running a commercial plumbing business takes significant time, energy, and knowledge. The virtual receptionist service from Smith.ai improves your business by fielding your incoming calls, affording you more time to spend on providing service for clients.

The Internet is a valuable tool for everything from gaining knowledge to conducting business. As an eCommerce company, it is your backbone, holding you upright in an a highly competitive space where delivering excellent service is your only option. Our virtual receptionists at Smith.ai assist with these challenges by offering helpful solution that takes the taxing burden of customer service off your shoulders, serving as first line of contact for your incoming callers.

Running an accounting firm requires an active combination of creativity and meticulous attention to detail. However, incoming calls can serve as a distraction when developing sound plans to provide clients with sound advice, based on their needs. The virtual receptionists at Smith.ai handle calls, acting as your first line of customer service so you can best focus on important tasks at hand.

Running a HVAC business is a demanding enterprise, between servicing existing clients and installing new systems. Clients insist on properly functioning systems to deliver the ideal level of comfort for their indoor climate. With Smith.ai fielding incoming calls, your ability to focus on core services improves while we serve as your first line for customer service.