Daylite

A small business CRM to help you manage clients, deals, and projects. Available on Mac, iPhone, and iPad only.
COMPANY
Daylite
Category
DESCRIPTION

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.