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Use case

Turn inbound calls into qualified leads in your CRM.

AI Voice Agent asks your qualifying questions on every enquiry call and files the lead, transcript and next step in Sales Pro (CRM).

  • Sales & Growth
  • Trading & Distribution
  • Contracting & Government suppliers
  • Professional & IT services
A deal in Sales Pro (CRM): the deal value, probability and expected close date, with related tasks and an activity timeline beside it.
Who it’s for
Sales managers and owners at contractors, trading firms and IT and consulting firms where each enquiry can be worth a project.
Runs on
AI Voice Agent, with Sales Pro (CRM) alongside.
Where it runs
Cloud (a Saudi cloud provider in KSA, or your own cloud account) or on-premise.

The problem today

Enquiry calls reach whoever answers.

The details go onto a sticky note, a WhatsApp message to the owner, or nowhere. Calls that arrive while the team is on a site visit or in a meeting are lost, and the caller phones the next supplier on their list.

Who it’s for
Sales managers and owners at contractors, trading firms and IT and consulting firms where each enquiry can be worth a project.

How it works today

  1. An enquiry call reaches whoever happens to answer.
  2. The details go onto a sticky note, a WhatsApp message to the owner, or nowhere.
  3. Calls that arrive during site visits or meetings are lost.
  4. The caller phones the next supplier on their list.

How it works

  1. It answers and finds the reason for the call.

    The agent answers in Arabic or English, can switch mid-call, and identifies why the caller is ringing.

    Arabic · English

    Every enquiry is answered, not left to voicemail.

  2. It asks your qualifying questions.

    It asks the questions you set, such as scope, location, timeline and budget range.

    Scope · Location · Timeline · Budget

    The same questions, in the same order, on every call.

  3. It captures who is calling.

    It takes name, company and number, and scores the caller's sentiment.

    Name · Company · Number · Sentiment

    The details are written down, not remembered.

  4. It files the lead and books the call.

    The agent creates a lead in Sales Pro (CRM) with the recording and transcript, and books a call with the owner.

    Lead + transcript

    The lead arrives with the conversation attached.

The product, in three screens

From the call to the pipeline, in two products.

A call record in the AI Voice Agent with the source, caller, date, duration, detected language and a time-stamped transcript.
The call, on record.Source, caller, date, duration, detected language and a time-stamped transcript. Frame from the AI Voice Agent demo (IT support template). Demo data.

Products involved

One agent takes the call. One pipeline holds the lead.

Runs it

AI Voice Agent

It answers your business line around the clock. It books, resolves or takes a message, then hands your team the record.

Pairs with

Sales Pro (CRM)

Leads, deals and customers, with a forecast you can trust.

Where a connection you need is not available out of the box, Custom Development & Integration builds it.

  • Every call recorded and audit-logged
  • Cloud or on-premise
  • One-time cost, unlimited users

What changes

What changes in your pipeline.

Each enquiry becomes a lead with an owner and a next step, and the pipeline starts with what callers actually said.

Each enquiry becomes a lead with an owner.

Every enquiry call lands in Sales Pro (CRM) with a next step and a transcript, instead of on a sticky note.

Product fact

The pipeline starts with what callers actually said.

The transcript holds the caller's own words on scope, location, timeline and budget, not someone's recollection.

Product fact

Sales time goes to qualified calls.

The questions are asked before the lead reaches a salesperson, so the first conversation starts further along.

Product fact

Related use cases

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FAQ

Answers, in plain words.

You do. The agent follows your qualification script, for example scope, location, timeline and budget range.

Yes. The AI Voice Agent connects to Sales Pro (CRM) leads, and the lead carries the recording and the transcript.

The AI Voice Agent connects to third-party CRM, ERP and helpdesk systems through an API, such as Salesforce, Dynamics 365, Zoho and Odoo. Where a connection you need is not available out of the box, Custom Development & Integration covers it.

You choose. On Cloud, recordings and transcripts are in KSA on a Saudi cloud provider, or in your cloud account. On-premise, they are on your servers. Voice processing uses a third-party speech service by default, and can run in KSA or on your servers on request.

One-time cost. No monthly subscription and unlimited users. AI model usage runs on your own account.