01 / FORMS
Form-to-CRM enquiries
Send selected form fields into your CRM. No call recording or AI assistant required.
Explore CRM automation06 / HOW IT WORKS & INTEGRATIONS
Keep your tools.
Connect what matters.
Connect marketing, calls, messages and forms to conversation insights and CRM outcomes. Start with what your team needs.
SOURCESMarketing, calls, formsAnd connected messages
FUNNELIONSelected conversation contextAnalysis when enabled
CONNECTED SYSTEMSCRM & team workflowsWhere supported and approved
Data availability, matching and actions depend on access, integrations and agreed setup. Some sources may remain unknown.
MODULAR WORKFLOWS
Start with one workflow.
Choose a practical first step. Add other modules when useful.
02 / ANALYSIS
Call & email analysis
Review summaries, needs, objections and next steps from selected conversations.
Explore conversation analysis03 / VOICE
AI voice assistant
Handle selected calls with approved answers and agreed escalation rules.
Explore AI assistantINTEGRATION OPTIONS
Connect selected parts of your stack.
We assess compatibility and permissions for each setup.
Phone systems & routing
Existing numbers and call setup, where compatible.
CRM & sales records
Selected fields, notes and outcomes by agreement.
Ads & web attribution
Connected channel and contact data, if available.
Booking & team workflows
Selected systems and actions, where supported.
BEFORE AN INTEGRATION GOES LIVE
What we check together.
Connecting systems is a scoped implementation task. We first confirm what each tool can provide, what may be changed and who approves the workflow.
01
Access and routing
Review available phone routing, website tracking, form connections and access to relevant messaging or marketing accounts.
02
Identifiers and field mapping
Agree how contacts, enquiries and deals can be matched. Unknown sources and potential duplicates may need manual review.
03
Permissions and test cases
Define read/write access, follow-up ownership, review points and representative cases to test before launch.
Compatibility is not universal. Integration scope, responsibilities, implementation timing and pricing are agreed after technical discovery. Review data handling
HOW WE START
A clear path from demo to launch.
Agree the scope, test the workflow, then launch.
01
Exploratory demo
Discuss goals and possible use cases. No NDA needed.
02
NDA & technical discovery
Review data access, phone setup and integration feasibility.
03
Scope & individual proposal
Agree responsibilities, data handling and pricing after scoping.
04
Configure, test & launch
Test selected cases and launch when approved.
Phone routing, data permissions and staff review rules are agreed for the selected workflow.
NEXT STEP
Ready to connect what matters?
Explore one useful workflow with the tools your team already uses.