Leverage AI voice agents to seamlessly answer incoming calls, gather necessary information, create inquiries in the CRM, and convert them into quotes, automatically sending them to customers via email.
Initiates when a call is received.
Collects customer details via AI voice.
Stores collected data in CRM.
Processes inquiry to a formal quote.
Emails quote to the customer.
- Repeat -
Automation Benefits
Maximize the efficiency and accuracy of your customer interaction process with AI. Discover the numerous benefits of automating your call handling and CRM workflows.
Automate repetitive tasks to save valuable time.
AI minimizes errors in data entry and processing.
Quickly respond to customer inquiries with automated quotes.
Provide timely and accurate communication with AI support.
Reduce labor costs by automating call handling.
Ensure consistent data entry into CRM systems.
Unlock new efficiencies with our AI-driven call handling and CRM automation. Transform your customer interaction and streamline your workflow.
Let AI agents manage calls, reducing manual workload.
Automatically logs inquiries in your CRM for streamlined tracking.
Easily converts inquiries to accurate customer quotes.
Outcomes
Implement this automation to optimize resource allocation, speed up sales processes, and improve customer service.
More Automation Use Cases
Explore what processes can be automated in your HVAC company. Start increasing revenue and growing business from today.
Book appointments for your customers instantly - based on free slots in your CRM or employee availability. Classify leads before bookings, eliminating unqualified requests - no more wasted time.
From automatic email responses - to scheduling appointments with customers. No manual work, just AI handles your scheduling. Respond to your client emails promptly - based on previous response history, using your writing style.
RAG Automation (Retrieval-Augmented Generation) lets AI pull real answers from your documents, databases, or wikis - so you get accurate, context-aware responses every time. Perfect for support, onboarding, knowledge sharing, and internal Q&A.
Frequently asked questions about integrating AI voice agents for CRM automation.
Pricing Plans
Choose a plan that's suitable for your needs.
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required