Agile CRM is a popular sales, marketing automation, and customer service tool that is powerful enough for large companies but free for up to 10 users, making it an appealing choice for solo professionals and small businesses.
Smith.ai now integrates with Agile CRM so callers' contact information and post-call summaries are instantly added to your Agile CRM account after each call. Smith.ai's receptionists can also book appointments directly in your Agile CRM calendar.
Below, we explain how the integration works and a few simple steps for getting set up.
When your Agile CRM account is connected to Smith.ai, our receptionists can:
A new contact record created by a receptionist after a call will look something like this:
After a call is completed, the call summary will appear on the contact's timeline like this:
If you're already an Agile CRM user, getting started is simple:
If you'd like to have Smith.ai receptionists book appointments on your Agile CRM calendar, we'll need your calendar link. Please follow these steps:
Please note: CRM integration and appointment scheduling are optional add-on services and will incur an extra fee. View current pricing for these and all other add-on services.
Not sure how you can best leverage the Agile CRM integration with your Smith.ai receptionists? We're happy to discuss implementation options and best practices. Please reach Smith.ai Support Monday through Friday, 6:00 am to 6:00 pm PST / 9:00 am to 9:00 pm EST via phone at (650) 727-6484 or via email at email@example.com.