Productivity

The Top 10 CRMS for Finance Professionals

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.

How to Send an Email via Text Message (and Text via Email)

What do you do if you don't have a data plan on your phone, or you're in an area without data or LTE? Fortunately, cell phones allow users some unexpected resources in the palms of their hands: you can send emails via text message. And if you have the opposite problem, and find yourself without cell service? It's easy: you can also receive text messages from email accounts. Here's how.

How to Automate Tasks with Smith.ai Virtual Receptionists

Check this out: You can auto-forward emails to Smith.ai, and set rules for us to follow when we receive them. For example, we can follow-up instantly with everyone who completes a "contact us" form on your website. This is just one of the many ways you can automate one-off or routine tasks with Smith.ai. In this article, we dive into a few common automation scenarios that leverage our virtual receptionists to bring further efficiency to your business.

How to Find Your Acuity Scheduling Public Calendar Links

We’re here to help you throughout your journey of growing your clientele and organizing your day. To keep your calendar organized, our virtual receptionists will need access to any scheduling applications you’re currently using. If you use Acuity Scheduling to manage your client appointments, we’ll need your calendar direct links to start booking appointments on your behalf. Here are a few tips for navigating your Acuity Scheduling dashboard and finding your calendar direct links.

Smith.ai Now Integrates with Rocket Matter Legal Billing & Management Software

Here at Smith.ai, we continually strive to improve and expand our features to better serve our clients. Whether you need appointment scheduling, live transfers of priority calls, or just a friendly U.S.-based receptionist to answer phones, we can help. We understand that integration with your current software is important, so we're happy to announce that Smith.ai now integrates with Rocket Matter.



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