Your Calls Just Got Smarter: Introducing Voipcom’s AI Call Assistant + CRM Integration (Beta)

Hey there, Voipcom users! Get ready to have your minds blown. We’ve been working tirelessly behind the scenes to bring you something truly awesome, and it’s finally here in Beta: our brand new AI Call Assistant + CRM Integration!

We know your time is precious, and staying on top of every customer interaction can be a juggling act. That’s why we’ve developed a feature that takes the heavy lifting out of call management, allowing you to focus on what you do best: building relationships and closing deals.

Imagine this: you finish a call, and before you can even hang up your virtual phone, a completed call entry is automatically created in your CRM. But it gets better. This isn’t just a simple log; it includes an intelligent, AI-generated summary of your conversation. No more scrambling to jot down notes as soon as you hang up, no more trying to recall key details hours later. It’s all there, neatly organized and easily accessible within your CRM.

This isn’t just a minor upgrade; it’s a fundamental shift in how you’ll manage your customer communications. We’re talking about boosting productivity, improving accuracy, and ensuring that no valuable information ever falls through the cracks again.

So, How Does This Magic Happen?

It all starts the moment your call connects through the Voipcom Desktop or Mobile app. Our clever AI gets to work, listening to the conversation (securely and with your permission, of course!). Once the call ends, the AI processes the audio and generates a concise, accurate summary of the discussion.

Simultaneously, our integration with your CRM kicks in. A new activity is created, pre-filled with essential details like the contact name (identified automatically if they’re in your CRM), the date and time of the call, its duration, and that fantastic AI-generated summary. If call recording is enabled, a link to the recording is also included, giving you instant access to the full conversation if needed.

You’re in the Driver’s Seat: Controlling the AI

We understand that every business and every call is different. That’s why we’ve built in the ability for you to control the prompting of both the summary and the transcription. This means you can tailor the AI’s focus to ensure the information captured is exactly what’s most important to your workflow.

Need the summary to focus on action items? Want the transcription to highlight specific keywords? You’ll have the power to guide the AI to deliver the most relevant and useful output for your needs. This level of customization ensures the AI Call Assistant works for you, adapting to your specific processes and priorities.

Seamless Integration with Your Favorite CRMs

We know that many of you rely on robust CRM systems to manage your customer relationships. That’s why we’ve worked hard to ensure our AI Call Assistant integrates seamlessly with a wide array of popular CRMs. This isn’t a feature that requires you to switch platforms; it enhances the tools you’re already using and love.

Here’s a look at some of the CRM platforms that Voipcom currently integrates with, bringing this powerful AI capability directly into your existing workflow:

• Zoho CRM
• Pipedrive
• HubSpot
• Microsoft Dynamics 365
• Salesforce
• Clio
• Others CRMs

This extensive list means there’s a very good chance your current CRM is already supported, making the integration process smooth and straightforward. If you don’t see your CRM on this list, don’t worry! We’re constantly working to add more integrations, and our team is always happy to discuss your specific needs.

The Benefits Are Clear

Implementing the Voipcom AI Call Assistant + CRM Integration can have a transformative impact on your daily operations:

• Save Time, Every Time: Automating call logging and summarization frees up valuable minutes throughout your day, allowing you to focus on more strategic tasks.
• Improve Data Accuracy: Eliminate the risk of human error in manual data entry. The AI captures details accurately and consistently.
• Enhance Customer Relationships: With instant access to call summaries and history within your CRM, you’ll have better context for every interaction, leading to more personalized and effective communication.
• Boost Team Collaboration: Shared access to accurate call logs and summaries ensures everyone on your team is on the same page regarding customer interactions.
• Streamline Workflows: The seamless flow of information between Voipcom and your CRM simplifies your entire sales and support process.
• Gain Valuable Insights: With all your call data neatly organized in your CRM, you can more easily analyze communication patterns, track customer engagement, and identify areas for improvement.

Ready to Experience the Future of Call Management?

The AI Call Assistant + CRM Integration is a game-changer for any individual or team that relies on efficient and effective communication. It’s about working smarter, not harder, and leveraging the power of AI to enhance your customer relationships.

This feature is currently in Beta, and we’re incredibly excited for you to try it out and experience the benefits firsthand. Your feedback during this Beta phase will be invaluable as we continue to refine and enhance this powerful tool.

Ready to see how the Voipcom AI Call Assistant + CRM Integration can revolutionize your workflow? Get in touch with our team today to learn more about joining the Beta program and unlocking the potential of smarter calls and a more connected CRM!

This is just the beginning. We’re committed to continuously innovating and providing you with the tools you need to succeed in today’s fast-paced business environment. Stay tuned for more exciting updates from Voipcom!