National Association of Estate Planners and Councils

Ruby Receptionists

74% of callers are likely to choose another business after they have a bad experience. Ruby is the only live virtual receptionist service dedicated to creating real, meaningful connections with callers—building trust with each interaction and helping you win business.

Why do financial professionals love Ruby?

  • Win Business with Memorable Impressions
    Ruby answers 100% of business hour calls live, ensuring your callers always reach a friendly, professional receptionist excited to deliver an exceptional experience that helps attract and retain customers.
  • Call-Handling Tailored to Your Needs
    Ruby’s proprietary software enables a high degree of customization. You can select when we answer, the types of calls you’d like connected versus sent to voicemail, who from your business receives certain types of calls, and more!
  • Save Money Without Sacrificing Quality
    With Ruby, you get our legendary live service, a business phone number and a comprehensive suite of features for a fraction of the cost of an on-site hire—leaving room in the budget to reinvest in your business.

Plus, NAEPC members receive an exclusive 6% discount on all Ruby pricing plans!

We’re so confident you’ll love our service, we provide a 21-day money back guarantee! If you aren’t satisfied, we’ll fully refund your money in the first three weeks.

What others are saying about Ruby...

“As a small business owner, having a live person answer my calls has been the best thing for my business,” offered John W. Chang, Patinelli & Chang, LLP, Estate Planning, Trust and Probate Law. “Ruby provides excellent service, the app works really well, and the communications with my callers is spot on. They are truly dedicated to my clients having the best experience possible – it’s a no brainer to have them answer all your calls.”

“I have ZERO complaints. I always say hiring Ruby is the best thing I ever did. I was at the bank the other day and my banker commented on how professional my receptionist was.”

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