Home / Services / AI Services / Voice-First CRM & Sales Assistant AI Services 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 basic $149/mo
pro $449/mo
enterprise $1,499/mo
Get Started Ready to get started? Contact us for a custom quote.
ROI Calculator Estimate the business value of Voice-First CRM & Sales Assistant for your organization.
Monthly investment budget(ready to invest) Monthlyest. return
$16,000
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 phases Estimated 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 Related Services Other AI services you may be interested in
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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