Save time and capture every lead by using Ruby for client intake.
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.
*Requires opting in and signing a Business Associate Agreement (BAA) for Ruby HIPAA compliant service.
Explore our plans and learn more about why 14,000+ businesses trust Ruby.