đ Overview
The DaySmart Appointments Marketing Suite is a bundled offering that brings together three powerful products to help your business capture leads, engage customers, and drive growth. Whether you're looking to automate customer conversations, manage relationships, or scale your marketing efforts, the Suite provides the tools you need in one integrated platform.
đ What You Get
The Marketing Suite includes three core products - AI Receptionist, AI CRM, and Email Marketing.
đ¤ AI Receptionist
Your 24/7 AI assistant that engages visitors and customers across phone, SMS, and web chat â capturing leads, answering questions, and booking appointments automatically.
Always-on availability, even after hours and weekends
Handles multiple conversations simultaneously
Pre-qualifies leads and filters out spam
Answers questions using your business's own knowledge (services, hours, FAQs, staff)
Books appointments directly into your scheduling system
Writes conversation summaries straight into your CRM
â ď¸ Please Note: The AI Receptionist currently supports appointment booking only. Cancellation and rescheduling are not available at this time.
đŻ CRM AI
A self-updating sales CRM that grows smarter as you use it, with an AI Sales Assistant and conversation intelligence built in.
Auto-updates contact, company, and opportunity records from your meetings and sales activity
Eliminates manual note-taking with automatic data capture
Includes an AI Sales Assistant to answer questions like "What happened in my last meeting?" or "Which deals need attention?"
Records, transcribes, and summarizes meetings (Google Meet and Microsoft Teams; English at launch)
Provides sales coaching that scores calls against proven methodologies (BANT, MEDDPICC) to flag risks and coach your team
Organizes contacts, companies, opportunities, tasks, lists, and activity feeds â all in one place
đ§ Campaigns Pro
AI-assisted email and SMS marketing that makes personalization and segmentation effortless, powered by your CRM data.
Send personalized welcome, promotional, product-launch, and event-triggered campaigns
Generate unique email content (text and imagery) from a single prompt using AI â adjust tone, grammar, and length as needed
Segment your recipients by location, industry, or custom criteria and automate sends
Track engagement at the individual contact level: opens, clicks, conversions, and ROI
Send up to 10,000 emails per month per organization
đ Who Can Access the Suite
The Marketing Suite is available to customers who have the appropriate subscription. You'll access it through your Site Admin account (single sign-on / SSO).
đ How It All Works Together
A visitor lands on your website and engages with your AI Receptionist chat widget. The AI captures their contact details, answers their questions, and books an appointment. That interaction automatically creates a lead in your CRM, where you can nurture the relationship and track every conversation. When you're ready to reach out at scale, you use Campaigns Pro to send targeted, personalized messages to segmented lists, all without leaving the platform.