Daylite

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

"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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Jeremy Treister
CMIT Solutions of Downtown Chicago

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