Dubsado

DUBSADO + SMITH.AI OVERVIEW

Connect your Dubsado to a superior customer engagement service

If you’re using Dubsado, you know that productivity is essential for growing your business. Dubsado is a business management solution designed to help you build relationships, schedule appointments, and create workflows. 

Benefits of Dubsado + 24/7 receptionists

Never miss a lead

Have peace of mind (and the competitive advantage) when Smith.ai’s receptionists handle conversations for you 24/7 — making a great first impression on behalf of your business and reducing overhead and workload. Our receptionists offer a warm greeting, and pre-screen leads with your custom questions and criteria while sharing updates via Dubsado, including contact information, summaries, and much more. 

Automation

By combining our receptionists with Dubsado, you can automate repetitive tasks like scheduling appointments with qualified leads and collecting outstanding payments you are owed. You’ll spend less time on these administrative tasks and more time on growing your business.

Ways to integrate Dubsado with Smith.ai

• Use Dubsado forms to intake new qualified leads
• Schedule appointments in Dubsado
• Collect payments using Dubsado’s packages and proposals to collect payments
• Sync contact information to Dubsado
• Deliver post-conversation call summaries and chat transcripts to Dubsado

Use Dubsado forms to intake new qualified leads (Native)

Our virtual receptionists can screen, qualify, and intake new leads using your Dubsado forms. We’ll handle the call, answer questions about your business, and conduct new client intake with qualified customers based on your instructions. Once the intake form is completed, you’ll see all the relevant information in your Dubsado account, in addition to your summaries and transcripts, so you’re prepared for the meeting.

Schedule appointments in Dubsado (Native)

Our receptionists can schedule appointments directly on your Dubsado calendar with qualified leads and existing customers. Whether it’s an inbound call or an outbound call, we’ll make sure your calendar is full so your business can continue to grow!

Collect payments using Dubsado’s packages and proposals to collect payments (Native)

We can handle inbound and make outbound calls to your customers who have outstanding payments that are due. We’ll use your Dubsado payment link and confirm when the money has been collected so you can focus on other priorities for your business.  

Sync contact information to Dubsado (Zapier)

When Smith.ai handles a caller or chatter for your business, you’ll see detailed information, including name, contact information, and call summary (or chat transcript) in your Dubsado management account. Track your leads in Dubsado and allow the entire team access to follow-up on leads, clients, and others who call your business. 

Deliver post-conversation call summaries and chat transcripts to Dubsado (Zapier)

After Smith.ai virtual receptionists take your calls and chats, you'll get your summaries via email and SMS. They will also automatically sync with your Dubsado account and create a task, including the contact's first and last name, email, phone number, and call summary (or chat transcript). 

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About Dubsado

Dubsado is a business management solution designed to help you build relationships, schedule appointments, and create workflows.