We're always busy getting more integrations set up for our Smith.ai clients! Today, we're pleased to announce that we now integrate with Capsule CRM, a popular contact and sales management program.
Please note: CRM integration is an optional add-on service and will incur an extra fee. View current pricing for this and all other add-on services.
When a call comes in and a call summary is created, we will create a "Task" in your Capsule CRM account, under the "Call" category. The full call summary will appear in the "Detail" section of the Task.
You can link that Task to a contact, opportunity or case.
Email us at email@example.com or call us at (650) 727-6484 Monday through Friday between 6 AM and 6 PM so that we may assist you.