If you are looking for a tool to help attract, manage, and generate new client inquiries, Smokeball has partnered with Intaker to provide you with a solution. Intaker offers a suite of CRM and marketing tools that help engage and automate conversations with potential new clients.
The combination of Smokeball and Intaker provides your firm with the best features of CRM along with a video chat on your website that is seamlessly integrated with your practice management system.
Intaker sends contact and conversation details to Smokeball, creating lead records so that you can easily track and report on the potential clients you’re working to convert. Intaker enhances a lead’s interaction with your firm and improves conversion rates.
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Benefits of using Intaker with LeadPro
LeadPro helps your firm enter, manage, and retain leads, and Intaker enhances LeadPro by providing your firm with live chat, lead-nurturing CRM, and marketing automation tools. For firms that handle more than 20 inbound leads per month, Intaker can extend the functionality of Smokeball’s lead management tools to include the ability to enroll prospects into marketing and/or educational messages through email or text. When ready, you can then convert the lead in Smokeball to a matter.
Set up Intaker
- While on your Intaker Dashboard, navigate to Integrations and then select Continue to set up.
- Select Activate and log in to your Smokeball account with your admin credentials.
- Select the state where your primary office is located, as well as your default lead type, and then select Activate.
- You can now toggle the integration on or off from inside your Intaker dashboard. You can also reactivate the integration to change the default settings you selected.
Using Intaker in Smokeball
Once set up, Intaker will create a contact as a Lead in Smokeball. Chat conversation details will be added as a memo in the Lead. Leads which come through a website form will link back to Intaker, meaning your firm can view the record and any enroll sequences.
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