Turn Every Call Into a Captured Lead Automatically

Stop losing revenue to manual data entry. Our intelligent automation connects CallRail to your CRM through Zapier, instantly converting phone calls into complete contact records with full call history and context.

PROBLEM

Lead Data Slipping Through the Cracks

When sales teams manually log call details, leads get lost and opportunities disappear. Forgotten notes, delayed CRM entries, and incomplete contact records mean your team spends 15 minutes per call on data entry instead of closing deals. This manual workflow kills productivity and costs you revenue.

SOLUTION

How It Works

Real-Time Call Data Capture

CallRail automatically sends every incoming call to Zapier the moment it completes. Your system captures caller name, phone number, conversation notes, and call duration without any manual intervention. This eliminates the window where lead data gets lost or forgotten.

Instant CRM Contact Creation

Zapier instantly creates fully-formed contact records in your CRM with complete call history and context already attached. Your sales team opens the CRM and finds a ready-to-work lead profile instead of a blank form. This means faster follow-ups and better conversion rates.

Seamless Workflow Automation

The entire process runs on autopilot from call completion to CRM entry in seconds. Your team stays focused on closing deals while the system handles all data movement and formatting. This transforms your lead chaos into a revenue-generating machine that works 24/7.

PROCESS

From kickoff to launch in weeks, not months

01/ Discovery

Week 1

We audit your workflows and interview you to extract your subject matter expertise. Your AI delivers excellent work because we train it on your expertise.

02/ Development

Week 2

We build your custom AI at startup speed, using our own AI. We run evaluations to ensure quality and consistency.

03/ Testing

Week 3

Your team deploys the AI and gives feedback. We polish and provide full documentation.