Voice CRM - AI Call Management

The Challenge

Sales teams ran calls in one tool, notes in another, and SMS in a third — with nothing tying recordings, transcripts and outcomes back to the contact.

Plugging an AI voice agent into that mess multiplied the chaos instead of fixing it.

Our Solution

Voice CRM puts the call at the center: every conversation, recording, transcript and follow-up lives on the contact record.

ElevenLabs voice agents handle qualifications and follow-ups natively, with DNC compliance enforced before a call ever dials.

What We Built

• Full call history with recordings and AI-generated transcripts.
• ElevenLabs conversational AI agent integration.
• Automated SMS and email notifications tied to call outcomes.
• Do-Not-Call (DNC) compliance enforcement on every dial.
• Real-time analytics dashboard and webhook integrations.

How We Delivered

Discovery

We sat with the team using the current tools and watched where work actually broke down.

Design

Wireframes and clickable prototypes the client could test before a single line of production code.

Build

Iterative releases with weekly reviews so the product stayed honest to real workflows.

Launch & Support

Migration, training and an ongoing improvement loop after go-live.

Results & Value Delivered

One source of truth

Every touch — human or AI — lives on the contact, not in a separate tool.

Compliance without thinking

DNC checks happen automatically; reps stop carrying the legal risk.

Faster follow-up

Transcripts let managers coach without re-listening to hours of audio.

Capabilities Used