Everything lands where you work.
No export, no retyping, no second interface: what comes out of a conversation is in your CRM and calendar afterwards — in the right field and with the right owner.
What gets synced
Contacts and deals
New contacts are created, known ones recognised and enriched — instead of creating duplicates.
Appointments both ways
The assistant reads free slots and writes appointments back. What your team changes in the calendar applies instantly.
Your field structure
Request, score and source land in the fields you already use — custom fields included.
Context on the record
Summary, transcript and recording hang on the contact. Whoever opens it sees the conversation.
How the connection is made
- 1
Connect
Set up access and permissions — usually done in a few minutes.
- 2
Map fields
We map your pipeline and required fields instead of imposing a schema on you.
- 3
Test and go live
First with test data, then live. Failed transfers are visible and can be replayed.
Typical connections
- A new lead from a call straight into the right pipeline
- Appointment booking into a location's shared calendar
- An existing customer recognised on the phone and their case updated
- Assignment to the responsible rep by region
We will look at your CRM.
Tell us which system you use. In the demo we show the connection on a test record.