INTEGRATES WITH YOUR TECH STACK

CRM integrations and Zapier connections

Calls, chats, and appointments are automatically logged in your systems, including calendars, CRMs, and case management software.

Customer relationship management (CRM) software

Integrate your CRM platform to push call summaries, call recordings, chat transcripts, and contact information into your software. Works with popular platforms like Salesforce, Hubspot, ActiveCampaign, Clio, and more.

Conflict checks

Our receptionists can securely check for conflicts in law firm CRMs before booking consultations. We’ll qualify new leads, run a conflict check, and schedule an appointment all on the first call.

Over 80% of consumers prefer to talk to a real person over the phone.

Transfer notifications in Slack and Teams

Transfer requests by phone don’t work for every business, so we can notify you of a transfer in a Slack or Microsoft Teams channel instead. Choose to take calls in the platform you use every day.

Zapier and Make integrations

A world of integrations opens up when you connect Zapier or Make to Smith.ai. Calls and chats can trigger events from adding contacts to a Google spreadsheet to starting email nurture campaigns.

Get the most out of Smith.ai

Outreach Campaigns
Where we reach, engage & qualify leads to build your book of business. 
More about Outreach Campaigns
Web Chat
The best channel for sales, service & support by utilizing bots, humans, or both.
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“So much more than an answering service. Smith.ai gives us a personal way to focus on executing at the fast pace required in startup life.”
Jason Shaw
MyPerfectColor

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Improve customer experiences with 24/7 engagement. We offer features and pricing for organizations of all sizes.
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  • Best-in-class AI technology
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  • Bilingual services
  • Sales development & outreach
  • Rich call intelligence
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END-TO-END INTEGRATIONS

We play well with your software

Calls, chats & appointments are automatically logged in your systems. Real-time syncing with over 5,000 integrations.
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Frequently asked questions

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