Close CRM is designed to streamline your sales process. Integrating Close CRM with Smith.ai's virtual receptionist services takes that one step further, ensuring every call and customer interaction is effectively captured and utilized for business growth.
Automated lead capture and follow-up
Integrate Smith.ai with Close CRM to automatically capture leads from each call. Smith.ai will identify and qualify leads, which are then seamlessly entered into Close CRM, ensuring prompt follow-up and efficient lead management.
Leverage no-code automation solutions, like Zapier or Make, to automate the creation of new leads in Close CRM for every new Smith.ai call. This integration ensures a streamlined process where each potential customer interaction is captured, enhancing your ability to respond quickly and effectively.
Using Zapier or Make, you can create a custom integration between Close CRM and Smith.ai. Choose the triggers, actions, filters, and searches to build a custom workflow to fit your specific business needs.
Close CRM offers a variety of features, such as activity reports, opportunity funnel reports, and custom graphs for advanced reporting.
Zapier account (Optional)
Make account (Optional)