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Use case · CRM automation

A CRM That Updates Itself From Phone Calls

The dirty secret of most CRMs: the data in them is whatever a tired human remembered to type at 6pm. When an AI answers your calls, the CRM writes itself, from what was actually said.

From conversation to record, automatically

  • Full transcript of every call, searchable and attached to the lead
  • Structured fields extracted per call: caller name, contact, intent, budget, area, outcome, sentiment
  • New callers become new leads; repeat callers enrich existing ones
  • Bookings, follow-ups, and call recordings linked to the same record

Getting it into YOUR CRM

Every processed call can be pushed as clean JSON to any system that accepts a webhook, which covers virtually every modern CRM directly or via Zapier/Make. Native one-click connectors for the most-requested CRMs are on our roadmap; the webhook path works today.

What this replaces

Call-note guesswork, 'who spoke to this lead?' archaeology, and the weekly hour someone spends reconciling the pipeline against reality. The phone becomes your most reliable data-entry clerk.

Frequently asked

Which CRMs do you support?

Anything that accepts webhooks, directly or through Zapier/Make. That includes HubSpot, Pipedrive, Zoho, Salesforce, and most property-specific CRMs. Native connectors are on the roadmap.

Can we choose which fields get extracted?

Yes, the analysis schema is configured per business during onboarding, so the fields match your pipeline.

Related reading

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