You can use Smith.ai alongside Dubsado in three ways. Smith.ai receptionists can use your Dubsado forms to intake new qualified leads and create contacts in your CRM dashboard. At the same time, they can schedule consultations with new leads or appointments with current clients on your calendar. Lastly, using Dubsado's packages and proposals, you can set up a link to have Smith.ai receptionists accept payments for consultations on your behalf. Or we can just send the link via follow-up email or text message. It has never been easier to convert new leads to paying clients on the first call!
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