Integrations /Communication Tools
Modern CRM combined with virtual receptionist technology for the automated win!
Smith.ai is a virtual receptionist and intake service for solo and small firms. The company’s U.S.-based, professional receptionists answer calls and website chats, screen and intake clients, schedule appointments, and accept payments. The integration with Wealthbox automatically documents calls handled by Smith.ai’s virtual receptionist services inside a Wealthbox account.
“One of the advantages of being able to integrate Wealthbox and Smith.ai together is that it allows for the initial steps of my prospecting process to be automated. Potential clients call in and make an appointment, and their details are then already in Wealthbox for me to add to after our appointment. It’s also helpful for existing clients as records of their phone calls get created immediately in Wealthbox. It saves me time and money.”
CFP®, Founder & Financial Planner, Retirement Matters, Inc.
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