Your CRM, updated before the call ends.
The agent matches the incoming number against your CRM while the phone is still ringing. Repeat customers get greeted by name and never re-asked what you already know. When the call ends, the record is already written.
The end of “let me pull up your account.”
Data entry is where phone calls go to die. We removed it.
On every inbound ring, the agent looks up the caller in your CRM. A match means the conversation starts warm: their last appointment, open invoices, past jobs, and notes are in front of the agent before it says hello. “Hi Sarah — is this about the water heater we installed in March?” is a different customer experience than “name and address, please?”
No match means a new contact — created automatically, with lead source attached, so your pipeline never has ghosts in it.
The writeback is the quiet superpower. When a call ends, the agent files the full transcript, an AI-written summary, the outcome, the next step, and any custom field your pipeline uses — disposition, job type, estimated value. Nobody types anything. Nobody forgets anything. The Monday-morning CRM is simply... accurate.
We connect to HubSpot, Salesforce, Pipedrive, Zoho, GoHighLevel, ServiceTitan, Jobber, and more — plus a generic webhook/API for anything proprietary. Access runs on least-privilege service accounts you can revoke in one click, and your data is never used to train shared models.
A repeat customer, recognized.
Watch what CRM context does to the first ten seconds of a call.
Everything the records agent handles.
The CRM hygiene your team was never going to do by hand.
Mid-ring CRM lookup
Caller matched against your CRM before the greeting. Context from second one.
Greet-by-name
Repeat customers treated like repeat customers. No re-interviewing people you already know.
Automatic writeback
Transcript, summary, outcome, next step, custom fields — filed the second the call ends.
New-contact creation
Unknown callers become clean CRM records with source attribution. No ghosts, no dupes.
Deep integration catalog
HubSpot, Salesforce, Pipedrive, Zoho, GoHighLevel, ServiceTitan, Jobber, Calendly, Acuity + webhook/API.
Least-privilege access
Scoped service accounts you control and can revoke instantly. Your data never trains shared models.
- CRM lookup & writeback
- Repeat-caller recognition
- Automatic transcripts & summaries
- New-contact creation
- Revocable, scoped access