Your CRM, Unleashed by Voice
Fully voice-driven CRM mode
Navigate your CRM, update deals, log calls, and create tasks entirely hands-free. Just speak, and Archiz AI agent does the work for you, turning your CRM into a true mobile assistant.
See it in action
Fully voice-driven
When Mobile CRM Gets in the Way
Your reps are on the road, but updating the CRM on their phone is a nightmare of tiny keyboards and endless clicking. Critical information from a meeting is forgotten by the time they get back to their laptop, and the CRM becomes out-of-date.
Voice-first CRM agent
Key Features
Natural Language Command Recognition
The agent understands natural spoken commands like, “Show me my pipeline for this quarter,” or “Create a follow-up task for the Acme deal for next Tuesday.”
Data Entry & Updates
Simply dictate your call notes, and the AI will transcribe them, summarize them, and log them under the correct contact record in your CRM.
Hands-Free Navigation & Search
Ask the agent to find a contact or pull up a deal record while you’re driving, and it will read the key information back to you.
Use Cases
Use-Cases for Fully voice-driven CRM mode
Pharmaceutical Sales Rep
Used the voice-driven mode to log notes and schedule follow-ups immediately after leaving a doctor’s office, ensuring 100% accurate and timely updates.
Field Service Company
Empowered their technicians to create new upsell opportunities in the CRM by voice while on-site, which led to a 15% increase in add-on revenue.
Insurance Broker
Updated client policy details by voice while driving between appointments, saving an estimated 5-7 hours of administrative work per week.
More Agent Template
Auto-log calls & emails
Automatically logs calls and emails into CRM, linking them to the correct lead or deal.
Sentiment analysis on calls
Analyzes call transcripts to assess sentiment, urgency, and objections.
Meeting transcription & summary
Transcribes meetings and generates summaries with action items.
Multi-language support agents
Communicates with leads in their preferred language across channels.
Auto-analyze lost deals for patterns
Identifies reasons and trends behind lost deals to improve strategy.
AI competitor battlecards
Builds battlecards with competitor strengths, weaknesses, and rebuttals.
Territory-based lead routing
Assigns leads based on location, rep coverage, and regional rules.
Cross-platform lead sync
Syncs lead data across CRM, Google Sheets, marketing platforms, and support tools.
Auto-generate personalized proposals
Creates customized proposals using lead data, pricing logic, and branded templates.
Personalize outreach messages
Crafts outreach messages using context from previous interactions.
AI voice-driven
Value Proposition
Increase CRM adoption and data quality.
Empower your field sales team to be productive anywhere.
Eliminate after-hours administrative work.
Capture critical information the moment it’s available.
FAQ
You can forward them from your phone via a special email address or sync your WhatsApp account.
It uses a state-of-the-art speech-to-text engine with over 95% accuracy for clear audio.
Yes, the transcription model is trained on a wide range of global accents.
The agent is smart enough to identify and create separate records or tasks as needed.
The AI uses contextual clues and entity recognition to correctly categorize the information.
Automate with AI
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Stop losing your best ideas. Turn every conversation into an opportunity. Activate your Voice Note Agent now.
CRM Software has this features:
Every business does things a little bit differently, leading to very diverse needs. While there are some functions that are quite standard across the board, there are often functions that an out-of-the-box solution may not be able to handle.
Thousands of businesses do not use their CRM to its maximum effect, which can reduce productivity, customer satisfaction, and sales. It can be difficult for an organization to implement or manage a CRM tool, especially if they lack the required IT expertise, and what works well for another organization may not work so well for yours
Archiz CRM will Help you with Following features
