Integrate Smith.ai Virtual Receptionists with Your CRM

Tracking customer data and using it effectively is paramount to the success of your business. You likely use a number of practices, strategies and technologies to retain current customers and recruit new ones. Whether you want to improve efficiency and streamline your business, gain insight into your website traffic, or keep track of your daily interactions with clients, Smith.ai is happy to help! CRM (Customer Relationship Management) integration, paired with our professional live receptionists, allows you to nurture what is driving your business, while eliminating what’s not. As a phone answering service for small business, Smith.ai wants to help our pro businesses thrive by collecting and tracking useful data that keeps customers coming back.

Smith.ai isn't a CRM system — but we work with the best in class, so we made it easy. We integrate with ActiveCampaign, Capsule CRM, and many more (listed below, and updated regularly). Any call details are transmitted in real-time. No lag. The moment a call is finished, the information is sent to the CRM.

Use case 1: Segment clients based on ZIP code

There were a few instances that prompted us to build CRM integration into the Smith.ai system. One of our pros, a small business in healthcare, wanted a CRM system so they could better understand the zip code distribution of new leads and existing clients. Whenever a call comes in, the pro dispatches their team to the right zip code. Prior to integration, the team had to read every message from our virtual receptionists, and then enter the information manually into their system, powered by Storepoint.co, to find the nearest clinic and dispatch the call. This process leaves the caller waiting on hold for an extended period of time, possibly exacerbating the anxiety and distress from their accident. After integration, Smith.ai’s intelligent system now automatically figures out the closest clinic and allows our receptionists to do a 1-click connect, while simultaneously syncing the client info to Capsule. This enables the caller to be connected directly with the help they need, and enabling the pro to improve efficiency and workflow.

Use case 2: Detailed tracking of client interaction

One of our Apple consultancies was using Capsule CRM to manage his relationships with customers and track their project status. Before using Smith.ai, every time a customer called him, he would manually enter the information himself and update his records. Since we are now handling the calls for him, he wanted to see if we could make things easier — and more automatic. At Smith.ai we love accommodating our pros. For our consultant this means that all call notes and details are logged, so he has a permanent record of all his interactions with any given client, including those handled by his world-class virtual receptionists.

Full list of Smith.ai CRM integrations (updated April 2018)

For reading ease, the list below is in alphabetical order. Click each link to learn more about that specific integration.

• ActiveCampaign
• Capsule CRM
• Clio Law Firm Management Software
• Housecall Pro Business Management Software
• Lexicata
• PracticePanther
• Rocket Matter Legal Billing and Management Software
• Many more

Understanding your customers is critical to the growth and success of your business. Implementing CRM strategies can improve business relationships, assist in customer retention and increase revenue. At Smith.ai, we want to help you elevate your business to the next level. With our CRM integration feature you can track real-time data that is useful to you right now. With valuable data at your fingertips, and knowledgeable live receptionists at the ready, your business will be poised for remarkable success!

Please note: CRM integration is an optional add-on service and will incur an extra fee. View current pricing for this and all other add-on services.

Contact us

Smith.ai’s integration possibilities are limitless. Do you use a CRM that you don't see on the list above and want it integrated with your Smith.ai virtual receptionist service? Let us know by emailing us at support@smith.ai.