
Ruby’s friendly virtual receptionists can onboard new clients, customers, or patients for your organization. We’ll collect the key information you need to know—such as email address, best time for a call back, case or project details, and more—so you can start delivering knowledgeable, personalized service immediately.
Plus, if you use webforms, we can sync messages directly to your CRM software, create custom email subject lines, and develop additional workflows—such as texting an on-call technician or adding the caller to a marketing list.
Our intake process is…
Totally customizable
Included in your Ruby plan at no additional cost
Natural and conversational
What an intake conversation sounds like
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What information can Ruby collect during intake?
- Full name
- Contact details
- Preferred method of contact
- Service address
- Reason for calling
- Description or type of service needed
- Parties involved in the client’s legal case
- The customer’s home remodeling budget
- Patient information collected in compliance with HIPAA*
- And much more!
*Requires opting in and signing a Business Associate Agreement (BAA) for Ruby HIPAA compliant service.
TRUSTPILOT



4.7
TrustScore
431 Reviews
Numbers don't lie
+20%
boost in new business leads.
10 hrs+
of distraction-free time gained back each month
10%
increase in customer happiness.
*As reported by a majority of respondents to Ruby’s February 2019 Customer Survey