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Smith.ai

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93 reviews
  • 2 profiles
  • 2 categories
Average star rating
4.9
Serving customers since
2015
Profile Type
Category

Profile Name

Star Rating

85
7
1
0
0

Smith.ai Reviews

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Profile Name
Star Rating
85
7
1
0
0
Kimberly D.
KD
Kimberly D.
Sr. Case Manager at Alloy Wealth Management
09/01/2023
Validated Reviewer
Review source: Organic

Senior Case Manager

One of the best features of Smith.Ai software is their integration with our CRM, Wealthbox. They are able to send a one way push of information which will add the caller as a contact, publish the call notes that are duplicated on the dashboard, and also add their appointment to our calendar. This has been a big time saver for the admin staff who used to manually input all of that.
RC
Robyn C.
08/02/2023
Validated Reviewer
Review source: Organic

Excellent Service

They spell our clients names correctly, get the correct phone numbers and type out detailed information from the clients and/or vendors.
Lejla M.
LM
Lejla M.
07/28/2023
Validated Reviewer
Review source: Organic

Minimal investment; Maximum results

Scalability: sometimes we do not have a high volume of calls, but becuase we have Smith AI we are not worried about not having enough work for our team. Virtual receptionists adapt to the changes, handling higher call volumes during peak times and scaling down during quieter periods. And the work gets done. No calls are ever missed.

About

Contact

HQ Location:
Los Altos, California

Social

@smithdotai

What is Smith.ai?

Smith.ai is a virtual receptionist and client engagement service that specializes in providing businesses with professional call answering, live chat, and lead capturing solutions. Their platform offers 24/7 support, helping companies enhance customer communication and streamline operations. With a focus on improving client interactions and maximizing efficiency, Smith.ai integrates with various business tools to ensure seamless connectivity and management of customer inquiries.

Details

Year Founded
2015
Website
smith.ai