Save time. Build loyalty. Grow your business.
Save time. Build loyalty. Grow your business.
24/7 Virtual Receptionists & Live Chat Solution
Save time. Build loyalty. Grow your business.
Online, over the phone, 24/7/365 — whenever and however your customers need answers, Ruby is here to help.
Our highly trained receptionists take customer experience seriously. Supported by software that empowers human connection, our team can:
• Answer and transfer your calls live
• Take messages or offer voicemail
• Schedule appointments
• Collect intake information and answer basic FAQs
• Place calls on your behalf
• Answer website chats live
• Connect qualified chats directly to your phone
• And more!
And our online dashboard and mobile app enable you to stay connected to your customers and on top of your communications at any time, from any device.
Through FPA, you can receive a 4% lifetime discount. To learn more, call 855-574-8300 or visit them here!
FPA Advantage
Let Ruby® help you build trust – one call at a time.
Financial Planning Association members receive a 4% discount for life on monthly plans and a 21-day money back guarantee.
To learn more, call 866-611-7829 or visit the special page for FPA members here.
Benefits
Virtual Receptionist Services
Win business and build loyalty from the first “Hello!”
From answering and transferring calls to taking messages and placing outbound calls on your behalf, Ruby serves as an extension of your team, ensuring exceptional client experience while giving you the freedom to focus on growing your business, 24/7/365.
We answer with your custom greeting, delight callers in English and Spanish, transfer calls through to you live when you’re available, take messages or offer voicemail when you’re not, collect intake, answer FAQs, make outbound calls and more! Our powerful app gives you flexibility and information at your fingertips – while our receptionists make you look good.
Live Chat Services
Capture more business with Ruby Full-Service Chat.
You’ll be building loyalty with real people, ready to engage in real conversations, that are fully trained in the details of your firm. Anytime, anywhere, we’re ready to chat and connect with your clients. Never miss an opportunity again. Ensure privacy that your business and your customers can count on with opt-in HIPAA compliant live chat services.