Overview

    Why CRM Integrations Matter


    AI-powered CRM integration transforms your customer data, improves follow-ups, and ensures every conversation is tracked by real-time CRM insights.

    How It Helps in Growth

    Bullet point iconZero manual logging.
    Bullet point iconEnable real-time automation.
    Bullet point iconImprove sales and support collaboration.
    Bullet point iconReduce missed opportunities.
    CRM Integration With Voice AI
    Sync Data

    What Gets Synced Automatically?

    Synchronize your CRM and telephony systems to automatically track status updates in real-time. It will help to eliminate manual data entry and stay aligned with the team for more production.

    Contact Info

    Instantly sync phone numbers, names and identifiers.

    Call Logs & Duration

    Record outbound/inbound calls to ensure transparency.

    Interaction summaries

    Auto-generate conversation notes after call.

    Scale Outcomes

    Track call outcome automatically in real-time

    Task and Status Updates

    Automate assigning of pending tasks and updates

    Supported CRM Platforms

    Popular CRM Platforms We Support

    Salesforce
    Zoho CRM
    HubSpot
    Freshsales
    Pipedrive
    Dynamics 365
    Salesforce
    Zoho CRM
    HubSpot
    Freshsales
    Pipedrive
    Dynamics 365
    How it Works

    How the Demo Works

    We have short, basic, and uncomplicated actions that can give your firm valuable benefits. The AI assistant for lead management is entirely customised

    Connect CRM
    01

    Connect Your CRM

    Use secure APIs, webhooks and native connectors while connecting with CRM.

    02

    Choose Sync Preferences

    Select the data which you want to link like calls, chat, or others.

    Choose Sync Preferences
    Go Live
    03

    Go Live

    Now every interaction is synced and automated with no use of manual effort.

    Why Integrate

    Benefits of Integration

    30–50%
    Voice Minutes faster lead follow-up
    60%
    Less time on manual entry
    15X
    Data accuracy & team productivity
    Unified
    Lead lifecycle from call to conversion

    The Industries We Serve

    Caller Digital's voice AI platform is trusted across diverse sectors where high-volume communication is key. Whether you're managing customer support, confirmations, reminders, or feedback — our platform automates conversations to help teams scale, serve, and succeed.

    Healthcare & Hospitals

    Nurture patient experience, manage appointment bookings, reminders, and regularize follow-up calls through AI agents.

    Learn more →

    Retail & E-commerce

    AI automation for customer support directly tracks orders, failed deliveries, and collects feedback.

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    Telecom

    Automate customer service calls, billing inquiries, service activation, and technical support for telecom providers.

    Learn more →

    Real Estate

    Automate property inquiries, schedule viewings, and send follow-up calls to potential buyers and sellers.

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    Education

    Automate student enrollment, send course reminders, collect feedback, and provide 24/7 support for educational institutions.

    Learn more →

    BFSI

    Automatically send payment reminders, verify customer details, and provide a 24/7 call support service.

    Learn more →

    Hospitality

    Voice AI for hospitality business automation manages guest bookings, interactions, and post-stay feedback.

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    Logistics

    Streamline delivery notifications, shipment tracking updates, and customer communication for logistics companies.

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    Travel & Tourism

    Automate itineraries confirmation, handle cancellations, and collect real-time customer feedback.

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    Insurance

    AI call automation accelerates policy servicing, eases the process of renewals, claims, and onboarding.

    Learn more →

    What do Trusted Customers Say?

    We are trusted by several businesses across different industries that deliver smarter solutions and secure customer interactions. Our partners have some real say about our AI voice assistant services.

    The Best in Business

    "The Caller Digital Voice AI platform understands how to handle calls and solve the problem. The human-like tone and language didn't let the customers realize that it was an AI agent. Now, we are not wasting time on unqualified leads, but rather working on genuine leads. It's a great AI automation customer interaction platform."

    Robert Wilson
    Robert Wilson

    Technical Support Head, Industry Solutions

    Outstanding Results

    "We started using their AI voice bot platform for the real estate industry, and this makes our tasks of booking slots for visiting properties, price recording, and others very easy and simple. They just simplified our work, and now we don't have to hire more staff."

    Sarah Johnson
    Sarah Johnson

    Operation Manager, Growth Startup

    Highly Secure & Reliable

    "This AI automation platform is highly secure and safe. It gives you proper data security with hassle-free call performance. We are very impressed with their services because they deliver exactly what we require."

    Emma Davis
    Emma Davis

    Global Support Leader, International Corp.

    Game Changer

    "Caller Digital revolutionized our customer service operations. The multilingual AI voice bot handles complex queries seamlessly, and our customer satisfaction scores have increased by 40%. The implementation was smooth and the support team is exceptional."

    Michael Chen
    Michael Chen

    CEO, TechStart Solutions

    Exceptional Service

    "The AI voice platform handles our appointment bookings, patient follow-ups, and insurance queries with remarkable accuracy. It's like having a full customer service team available 24/7. Our operational efficiency has improved dramatically."

    Priya Sharma
    Priya Sharma

    Director of Operations, HealthCare Plus

    Incredible ROI

    "Since implementing Caller Digital's voice AI solution, our lead conversion rate has increased by 65%. The system handles customer inquiries, order tracking, and support calls effortlessly. Best investment we've made for our business."

    James Mitchell
    James Mitchell

    VP Sales, RetailMax

    Outstanding Support

    "The AI voice bot understands context beautifully and provides accurate information about loan processes, payment reminders, and account queries. Our customers love the instant, professional service, and we've reduced wait times to zero."

    Lisa Rodriguez
    Lisa Rodriguez

    Customer Experience Manager, FinanceFlow

    Transformative Technology

    "Caller Digital's multilingual capabilities are phenomenal. The system handles student inquiries, course information, and enrollment processes in multiple languages with perfect accuracy. It's transformed our global outreach capabilities."

    David Kumar
    David Kumar

    Operations Head, EduTech Innovations

    Flawless Integration

    "The integration with our existing CRM was seamless. The AI handles delivery confirmations, address verifications, and complaint resolution efficiently. Our delivery success rate improved by 30% within the first month."

    Amanda Foster
    Amanda Foster

    Head of Customer Success, LogiTrack

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    CRM Integration Questions

    CRM voice integration connects your voice AI platform (like Caller Digital) with your CRM system (Salesforce, Zoho, HubSpot, etc.) to automatically log calls, update customer records, create tasks, and sync conversation data in real-time.

    Voice AI CRM integration automates call logging, reduces manual data entry by 60%, ensures accurate customer records, enables real-time follow-ups, and provides complete visibility into customer interactions across all channels.

    Yes, Caller Digital offers native integrations with leading CRM platforms including Salesforce, Zoho CRM, HubSpot, Dynamics 365, and more. You can also connect via REST APIs or webhooks for custom CRM systems.

    Call logs, contact information, call duration, call outcomes, notes, tasks, follow-up reminders, lead status updates, and conversation transcripts are automatically synced to your CRM.

    When a voice AI call identifies a follow-up action (like scheduling a demo, sending a quote, or callback request), it automatically creates a task in your CRM with all relevant details, assigned to the right team member.

    Yes, Caller Digital's voice AI can update existing CRM records in real-time during a call, including contact details, lead status, opportunity stage, and custom fields based on the conversation.

    Every voice interaction is automatically logged in your CRM with call metadata (duration, timestamp, outcome), conversation summary, and any data captured during the call, eliminating manual tracking.

    Faster lead qualification, automatic lead scoring, instant CRM updates, reduced data entry errors, better lead visibility, and seamless handoff from AI to sales teams with complete context.

    Connect via pre-built connectors for popular CRMs, or use REST APIs/webhooks for custom systems. Configure sync preferences, map fields, and set up automation rules. Setup typically takes less than 30 minutes.

    Yes, Caller Digital's CRM integration works seamlessly with both inbound customer service calls and outbound sales/marketing calls, automatically logging and updating CRM records for all interactions.

    Streamline Lead Conversion Via Connecting Your CRM

    Sync customer interactions to Caller Digital CRM and automate your conversions, tasks, and follow-ups.

    Caller Digital

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