Voice-First CRM & Sales Assistant
Voice-first CRM for field sales and inside sales teams: automatic call transcription, real-time deal coaching via live prompt injection, pipeline update via voice command, contact enrichment, and post-call auto-summary + next-step action items.
Features
- ✦Real-time call transcription with speaker separation across phone, Zoom, Teams
- ✦Live deal coaching: sales rep hears contextual prompts mid-call via earpiece or screen pop-up
- ✦Voice command CRM update: update stage, log notes, create task — all hands-free
- ✦Auto-contact enrichment via Clearbit, ZoomInfo, LinkedIn — contact record complete in 3 seconds
- ✦Post-call: auto-summary, action items, next-step suggestions delivered to Slack/CRM within 30 seconds
Pricing
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Benefits
ROI Calculator
Estimate the business value of Voice-First CRM & Sales Assistant for your organization.
Estimates based on 3.2x average productivity lift for ai category services. Actual results vary by workflow maturity, organisation size, and implementation depth.
Why Voice-First CRM & Sales Assistant?
- Pre-built by experts — no multi-month build cycle
- Fully managed 24/7 — zero DevSecOps burden
- Unlimited proposals, custom pricing & SLAs
Deployment Roadmap
AI-Inferred • 5 phasesEstimated timeline for Voice-First CRM & Sales Assistant — adapt to your team size and complexity.
1. Scope & Data Audit
Week 1–2- ✓Define use-cases + success KPIs
- ✓Inventory existing data sources + formats
- ✓Data quality + labelling review
- ✓Tech-stack + model-selection workshop
2. Model & Pipeline Build
Week 3–5- ✓Fine-tune / prompt-engineer model
- ✓Build inference pipeline + API
- ✓Unit tests + eval on hold-out set
- ✓Internal demo + feedback loop
3. Pilot & Evaluation
Week 6–7- ✓Pilot with 10–20 real use-cases
- ✓Collect user feedback + KPI report
- ✓Fix edge-cases + regressions
- ✓Finalize production config
4. Production Roll-out
Week 8- ✓CI/CD pipeline + rollback plan
- ✓User training + documentation
- ✓Go-live monitoring + alert setup
- ✓30-day health-check call
5. Optimize & Scale
Ongoing- ✓Monthly quality review
- ✓Model fine-tune on new data
- ✓Usage analytics + cost optimisation
- ✓Feature backlog prioritisation
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Ready to Get Started?
Let's discuss how Voice-First CRM & Sales Assistant can transform your business. 364 E Main St STE 1008, Middletown, DE 19709 · +1 302 464 0950