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CRM integration
Every call creates or updates the contact, logs the transcript, moves the deal stage, and enrols the right sequence, with no manual data entry.
What moves between them
The agent looks up the caller before it speaks and creates the record if there is not one. No duplicates, no post-call tidying.
Every conversation is logged against the contact as a call activity with the recording and full transcript attached.
Qualified leads move stage automatically with the qualification answers written to the properties your team already filters on.
Outcome decides what happens next: enrol in a nurture sequence, create a task for an owner, or book a meeting on their calendar.
Triggers we wire up
How it goes
The total demand on your time from first call to live agent is about ninety minutes. That is the whole point of paying somebody to do this rather than buying a tool and doing it yourself.
One call. What gets asked on the phone, what a good lead sounds like, which questions you are tired of answering, where bookings live.
Agent design, the telephony, the number, the prompts, the guardrails, the CRM and calendar wiring, the escalation path to a human. All of it on our side.
We hand you real recordings from a test line, not a slide. You tell us where it sounds off and we fix it before a single customer hears it.
We watch the transcripts, catch the questions it fumbled, and tighten it every week. When something breaks at 2am it pages us, not you.
FAQ
Any tier with the API and the objects you want written. We will confirm against your portal on the call. Some workflow triggers need a paid tier.
It is part of the build, not a separate project. The whole thing (agent plus wiring) is usually about a week from the first call.
The narrowest scopes that let the agent do its job, on a service account you create and can revoke at any time. We will list exactly which scopes before you grant anything.
The agent keeps taking calls and queues the writes, then reconciles when the connection comes back. A failed CRM write never costs you the conversation.
Book a free call
Tell us how you use it and we will confirm on the call exactly what the agent can read and write, before you commit to anything.
We will not put you on a nurture sequence. If it is not a fit we say so and that is the end of it.