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Daylite
A small business CRM to help you manage clients, deals, and projects. Available on Mac, iPhone, and iPad only.
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Connect Smith.ai to your Daylite account using Zapier and have your post-call and/or post-chat information automatically logged in your CRM. After calls and chats, your Zap can be configured to:
- Create a new person with name, email address, and phone number of new leads
- Add call summary or chat transcript to the new person
- Search for a person in Daylite and add the transcript or call summary to their details
Save more time and have lead and client data automatically logged when you set up a Smith.ai / Daylite connection. Available exclusively for Mac, iPhone, and iPad.
Smith.ai is trusted by 3,000+ businesses
Converts callers into clients
Smith.ai is our inbound sales team. Having a trained and personable voice has transformed our ability to answer the phone and convert callers to clients.
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Smith.ai is trusted by 3,000+ businesses
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