Smart CRM phone answering
Phone answering that books the job
When a customer calls your Smart CRM number, Keys answers with your business name, takes the service, address and vehicle, books the request and texts the caller a link to track it. Callers who want a person press 2.
Who it is for
Locksmiths who cannot pick up every call: on a roof, under a dashboard, driving between jobs or after hours. A caller who reaches nobody can simply call the next locksmith. Phone answering takes the booking for you and leaves the details on the customer's lead.
What a caller hears
One complete call, step by step.
- The greeting. "Thank you for calling" and your business name, or your own greeting if you set one. Then: "To schedule a service, press 1. To talk to a representative, press 2."
- The service. The caller presses 1 and picks the service from a spoken list, then chooses immediate service or later.
- The details. Where a service has a roadside or in-shop option, Keys asks which one; where it has more than one service level, Keys reads each with its price range. The caller then says the full address, and the destination too for towing.
- The vehicle. The caller says the make and model, or "none", and enters the year on the keypad when it is needed. Residential locksmith jobs skip this step.
- The read-back. Keys reads back the vehicle, the address and the timing: press 1 to confirm and book, or 2 to start over.
- The booking. The caller hears a confirmation number. Keys creates the service request, sends it to your nearest available technician who offers that service, and texts the caller a confirmation and a link to track the request.
At any point the caller can press 0 to reach a person. Keys also hands the call over when it still cannot understand an answer after a few tries.
What is available now
AI that understands the address
The caller's spoken address and vehicle are turned into a clean address and vehicle by AI, and the address is placed on the map so the nearest technician can be found.
A person when it is needed
Press 2 at the start or 0 at any time: the call is forwarded to the mobile number on your Keys profile, showing your business number as the caller ID. If there is no number on your profile, the caller is told that no one is available right now.
Booking by text, too
A customer who texts your number gets the same menu and can book entirely by text. Once you reply in the thread yourself, the automatic replies stop for that conversation.
The price call-back
When your technician quotes a price on a phone-booked request, Keys calls the customer, reads the price and arrival window, and takes press 1 to accept or press 2 for a different time.
Into the Schedule
An accepted time files the job in your technician's Schedule. For press 2, Keys offers up to three free times from the technician's schedule; the technician confirms one, and that time goes into the Schedule.
On the lead
Every call creates or updates the caller's lead. A phone booking moves the lead to Appointment, and calls that reach your team are recorded, transcribed and summarised there.
How to turn it on
Phone answering works on your Smart CRM number. In the Keys web portal, open Customers, then Smart CRM, and follow Smart CRM setup to pick your number. From then on Keys answers every call to it.
Make sure the mobile number on your Keys profile is the one that should ring when a caller asks for a person. Your greeting is set on the number under Phone & Dialer, Line, log & settings.
Price and limits
- It runs on a Smart CRM number: the first number is free, and each additional number is billed monthly.
- A job booked by phone is a Keys job: when the customer pays through Keys, the 5% Keys fee applies. Pricing
- It is a keypad menu with speech for the address and vehicle, not an open conversation.
- Callers choose from the Keys service list, not a list of your own.
- Custom press-a-number options saved on a line are not read out to callers; every call gets the two-choice menu.
- Texts to the caller go out from your number once texting is active on it; until then the tracking link is sent from a Keys number instead.
Get started
Register your business on Keys and pick your Smart CRM number in the web portal. The Keys app is free on iPhone and Android.
Frequently asked questions
Is this a chatbot that holds a conversation?
No. Callers choose options on the keypad and speak only where speech is needed: the address and the vehicle make and model. AI turns what they said into a clean address and vehicle, and Keys reads the details back before anything is booked.
How does a caller reach a person?
By pressing 2 at the first menu, or 0 at any point during the booking. Keys also hands the call over when it still cannot understand an answer after a few tries. The call is forwarded to the mobile number on your Keys profile; if there is none, the caller is told that no one is available right now.
What happens after the caller books?
Keys creates a service request with a confirmation number, sends it to your nearest available technician who offers that service, links it to the caller's lead, and texts the caller a confirmation and a link to track the request.
Do phone bookings go into my schedule?
Yes, once a time is agreed. When your technician quotes a price on a phone-booked request, Keys calls the customer back with the price and arrival window. If they press 1 to accept, the job is filed in the technician's Schedule. If they press 2, Keys offers up to three free times from the technician's schedule, and the time goes into the Schedule when the technician confirms it.
Which services can callers book?
Callers hear the list of Keys services and choose one on the keypad. Towing asks for a pickup and a destination address, services with a roadside or in-shop option ask which one, and residential locksmith jobs skip the vehicle question.
What does phone answering cost?
It runs on your Smart CRM number, which comes with your Keys provider account: the first number is free and each additional number is billed monthly. A job booked by phone is a Keys job, so when the customer pays through Keys the 5% Keys fee applies.
