Wealthbox is a modern, web-based CRM for financial planners and wealth advisors. When Smith.ai and Wealthbox are integrated, each call handled by a Smith.ai receptionist is automatically documented in your Wealthbox account. New contacts are instantly created, and each call summary is logged as a new note for a contact (new or existing).
Wealthbox also integrates with Smith.ai Web Chat. Set up this integration to have all new chat conversations logged in your Wealthbox account as new contacts with a note containing the chat transcript.