AI CRM does the call outcome tracking for your reminder desk: each answer, confirmed, declined, another day, voicemail or stop, is written on the customer's record with their own words and the transcript. The next call or e-mail starts from it, and anyone who needs a person surfaces first.
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Contacts & Leads
Every person a reminder can reach is already a contact with a source and a status, and imported lists wait for review before anyone calls.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Pause every scheduled mail to the customer who complained on today's call.”
Lisa“Paused: every scheduled step for that customer holds until you resume; a reply you write by hand still goes out. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Reminder Calls use it
A clinic manager opens a patient's record and sees last week's confirmation call, its outcome and the patient's words.
Each morning the desk works the to-do list, where calls due and replies to answer sit beside each contact's local time.
Before calling an unhappy customer back, a colleague presses Brief me and reads one page on what was said and sent.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI CRM does, for every business ›
Works withAI PhoneAI WebchatAI Web FormsAI DemoAI QuotingAI BookingAI Follow-upAI TicketsAI Returns & WarrantyAI Calls TranscriptsAI Marketing
Every answer kept
Each call order lists every person with the result and the attempts: reached, confirmed, declined, another day, voicemail, no answer or stop.
The same result lands in the contact history beside their mails, chats and quotes, so the next call starts from what was said.
The outcome is kept as the customer said it, with the whole transcript one click away when a colleague needs the detail.
Every row of an order can leave as a CSV file for your own reports, without retyping a single call note.
What happens next
People who asked for a call back or raised a question nobody answered sit at the top of Today, ahead of the routine results.
Calls due, replies to answer and drafts to review share one list, each line showing the contact's own local time.
Each contact carries a score from 0 to 100 and a tooltip that says why it moved, so a customer drifting away stands out.
By industryHealthcareHome ServicesRestaurantsHome & Senior CareAuto DealersHospitalityProperty ManagementSports & Live EventsLaw FirmsSoftware & SaaSAerospace & AviationAgriculture
Questions & answers
Yes. Each outbound call's result, in the customer's words and with the transcript, is written on the order's row and on the person's story in your contacts, so nobody types call notes after the round.
Reached, confirmed, declined, another day, voicemail, no answer and stop calling me, each with its number of attempts. A question the AI could not answer, or a request for a call back, is flagged for a person on Today.
No. An imported list sits in Import review until a colleague accepts each lead in turn, and no imported lead is ever auto-called. Only numbers customers gave your company, or a typed list you attest to, enter a call order.
The time zone comes from the country on the contact, so the AI's e-mails wait for seven in the morning to seven in the evening their time, and every task line shows that local time.
Press Brief me on the contact and Lisa writes a one-page brief from their story: who they are, what they asked, what was sent and what to say next.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Reminder Calls ›
Easy setup
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REAL AI - the whole Front Office is AI, not old software with an AI button.
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