AI CRM Voice Agent
Your voice-to-CRM engine. The AI CRM Agent captures, summarizes, and syncs key client interactions, so your team stays focused, not buried in admin.
Your CRM. On autopilot.
The AI CRM Voice Agent automates routine tasks through voice, text, or chat: capturing feedback, summarizing meetings, and syncing it all directly into your CRM. Whether in the field or at a desk, employees can log updates, prep for meetings, or debrief after calls, hands-free and hassle-free.
Use it to:
• Summarize meetings and auto-update CRM records
• Capture client feedback via voice call after appointments
• Log service reports without returning to the office
• Send pre-meeting briefs via text
• Trigger reminders, follow-ups, and next steps automatically
Why it works:
✓ Cuts admin time with real-time voice-to-CRM input
✓ Boosts data accuracy with structured summaries
✓ Flexible via voice, text, or chat
✓ Integrates seamlessly into existing workflows
Industries: Perfect for sales, field services, consulting, and any client-facing teams.
Departments: Sales, Customer Success, Operations, Support, Field Teams.
Smart. Effortless. Actionable. Change how your team logs, learns, and leads.