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Maximize Revenue with AI-Driven Salesforce Calls

Enable smarter service conversations and faster resolutions to retain more clients, improve CX, and boost engagement.

Trusted by Client-Centric Professional Service Brands

Proven Impact: Better Call Handling, Happier Clients

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Faster IssueΒ Resolution

Β Smart routing, live call transfers, and call conferencing for collaboration reduce delays in dispute handling and service delivery.

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More Efficient Client Communication

Automated follow-ups, AI-driven transcripts, and seamless call handling cut manual tasks and ensure consistent, timely updates.

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Higher Client Satisfaction

Improved personalization, reduced no-shows, and enhanced service quality lead to stronger client trust and long-term relationships.

Enhance Every Step of the Client Journey with AI Calls

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Transform client outreachβ€”reach more leads, connect effectively, and close deals faster with AI-driven calling.

Improve Service Calls with AI

Understand client tone and intent with live AI transcripts and sentiment analysis to personalize follow-ups and deliver consistent, trust-building communication.

Automate Follow-Ups and Updates

Automate follow-up calls, reminders, and status updates to clients, ensuring timely communication, boosting engagement, and reducing manual workload efficiently.

Connect Quickly to the Right Expert

Use smart Salesforce call routing for professional services to instantly direct clients to the right consultant, advisor, or support agent without transfers or confusion.

voip for law firms
Resolve Client Disputes Faster

Efficiently resolve client disputes by instantly routing calls to the right expert, enabling seamless call transfers and conferencing for real-time collaboration and support.Β 

Schedule Appointments Seamlessly

Automate appointment booking and confirmations through Salesforce IVR for client appointmentsβ€”available 24/7, reducing back-and-forth and no-shows.

Enhance Service Team Efficiency

Record and review calls, and monitor live interactions to uphold service standards and boost team performance with Salesforce Call Monitoring & Recording for more revenue.

salesforce CTI for professional services

Want to see results
from actual use cases?

Your Trusted Partner for Service Excellence

13+

Years of Trust

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Integration Hassle

100%

Free Support

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Telephony Solution

Salesforce-Native

Telephony

100%

Data Security

Trusted by Service Firms Across Industries

Standout Service. Delighted Clients. Higher Retention.

Have questions or want to know more about AI-led 360 CTI?