Give every conversation a place in your CRM.
Recognize the customer, collect the details your team needs, and turn the next conversation into a useful record in HubSpot, Salesforce, Zoho, Pipedrive, Freshsales or LeadSquared.
A qualified conversation becomes a useful sales handoff.
A conversation, connected to your business.
Start with context
Look up a contact before asking them to repeat what your business already knows.
- Contact search by known identity
- Account and opportunity context
- Cross-call history
Capture structured intent
Use your qualification rules and typed fields to collect information your sales process can actually use.
- Requirement and timing extraction
- Validated custom fields
- Qualification criteria per agent
Make the handoff actionable
Send the conversation summary and agreed next step into the system where the next owner works.
- Contact and record actions
- Call outcomes through webhooks
- Context for the receiving advisor
From a conversation
to a completed task.
Connect the steps that make the outcome possible.
- 01
Connect the right account
Authorize your CRM connection for the organization and choose the fields the agent can read or change.
- 02
Define the qualification
Set required information, disqualification rules and the point where a person should take over.
- 03
Test the record change
Run a test conversation and inspect the field values and external action result before publishing.
- 04
Follow the outcome
Review action delivery alongside conversation history so a useful call does not disappear between systems.
Make it useful
in your business.
Start with a specific conversation, connect the right systems, and define what a successful outcome looks like.
lead qualification
outbound sales
tools and integrations
Does this replace my CRM?
No. Keep your CRM as the customer-record authority. Voice brings information into the conversation and sends approved updates and outcomes back to it.
What should we validate before launch?
Test the permitted reads and writes, the identity and permissions of the connection, the handling of missing data, and the behavior when the receiving system is unavailable. Review the actual action result with the conversation.
Where do integration costs fit?
Voice plan allowances and external-service charges are separate considerations. Include your connected software subscriptions, carrier and provider usage, numbers and any agreed overage in the operating budget.
Keep exploring.
Turn interest into a conversation sales can act on.
Speak with inbound prospects, ask the questions that matter to your business, and capture a useful brief in your CRM. Give sales the prospect’s needs, fit, timing, and agreed next step before the first meeting.
Explore solutionsOutbound salesMake outreach a relevant, two-way conversation.
Run outbound campaigns that listen, qualify interest, and agree on a useful next step. Bring contact context, calling rules, CRM updates, and sales handoffs into the same workflow.
Explore solutionsTools & IntegrationsConnect the conversation to the work behind it.
Give agents approved actions in your CRM, calendar, helpdesk and business systems. Turn a spoken request into a structured operation, then bring the result back into the conversation.
Explore productGive every conversation
somewhere better to go.
Start with one agent. Build an operation around what works.