CRM integration

Smith.ai works with the apps you use every day.

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

Customer relationship management (CRM) software

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

Deep lead qualification

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.

Accept or reject calls with a click

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.

Unlimited automations

Zapier integration

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

integrations

We play well with your software

Calls, chats, appointments, and payments are automatically logged in your systems. Here is a selection of our many integration partners.

Talk to our expert sales team

Book a Free 15-Minute Consultation

Learn how Smith.ai can help your business. We'll address your questions about Smith.ai in general, whether you're interested in our 24/7 phone receptionists, live chat, or both.

Live Receptionists

"In-House" Quality

Lead Screening

Appointments

Call-Back Leads

English & Spanish

Trusted by businesses &
the agencies that support them

"Smith.ai is a plug-and-play intake process and a built-in sales machine."
Gyi Tsakalakis
AttorneySync
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