Smith.ai continually strives to improve and expand its features to serve our clients better. So whether you need appointment scheduling, live transfers of priority calls, or just a friendly, North American-based receptionist to answer phones and form relationships with clients, Smith.ai has a solution. We understand that integrating with your current software is essential, so we proudly announce that Smith.ai now integrates with Zoho!
Zoho is a unique and powerful suite of software designed to transform the way you work and help you run your entire business more efficiently. Zoho’s complete CRM platform is a fully customizable solution for growing businesses and enterprises looking to streamline business processes across the board. With a simple, straightforward user interface, Zoho is easy to learn and use.
When you connect Smith.ai with Zoho, all calls handled by Smith.ai’s receptionists will now appear in Zoho. After every call, Smith.ai will:
You won’t miss a call when you’re using Smith.ai virtual receptionists to answer on behalf of your business. With the Zoho integration, you can see what work has already been completed on the call by the receptionists, and from there, you’ll be able to immediately identify and assign tasks for the next steps. Smith.ai’s integration with Zoho eliminates the need to manually enter every call and constantly check email, Slack, and text messages for Smith.ai call notifications, saving you time.
By reducing data entry chores and keeping all of the employees in the loop on lead and client interactions by phone, this integration also helps you run a more efficient and productive business.
Using Zoho's workflow rules, you can automate different stages in the customer life cycle.
If you’re already a Zoho user, getting started is simple. Simply follow these instructions to integrate Zoho and Smith.ai in your dashboard in less than 5 minutes:
Zoho integration is a standard feature for all of our new and existing clients using a Smith.ai monthly call plan. At Smith.ai, we strive to delight our clients with an ever-expanding list of features and integrations. Your first integration is free so you can use the Zoho integration at no additional charge.
If you're already a Smith.ai client and need help with the Zoho integration, please review the help article or email us at email@example.com for assistance.
If you're not yet a Smith.ai client, please schedule a free consultation to get started with our virtual receptionist services or email us at firstname.lastname@example.org. We'll help you select the best plan to match your firm’s growth goals and budget. You'll also get $100 off your first month of service with Smith.ai with code ZOHO100!
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Contact us at (650) 727-6484 or schedule a call.