Every lead qualified and logged while it is still warm
Qualify leads and log opportunities the moment they come in, connected to HubSpot, Salesforce, Zoho, and Dynamics 365.
Inbound sales
Inbound call
“We're a 40-seat clinic group looking to automate bookings next quarter.”
- toolcrm.upsert_contactsucceeded
- toolcrm.create_opportunitysucceeded
- toolcalendar.book_meetingsucceeded
Lead qualified · opportunity created · meeting booked Tue
What the agent handles
From first call to booked meeting, logged automatically.
Lead qualification
Ask about need, budget and timeline on the first call, and score the lead the way your team does.
CRM logging
Create or update contacts and opportunities as the conversation happens, so nothing depends on notes.
Meeting booking
Put a meeting with the right rep straight on the calendar.
Follow-up calls
Call back leads inside your calling hours, with the context of the last conversation.
Connects to
The systems you already run.
Agents read and write to these mid-conversation. Running something else? We can usually connect it through REST, a database tool or the MCP registry.
HubSpot
Salesforce
Zoho CRM
Dynamics 365
Google Calendar
Don’t see your fit? Ask us anyway.
The integration catalog grows every week. If you run on a system we don’t support yet, we can usually add it.