Telephony to CRM integration with AI analysis of every call over SIP
Every call lands on the customer record with its recording, missed calls become tasks, and AI transcribes the conversation and writes a summary. Analysis runs on our own LLM on our servers. Works with SIP trunks, Asterisk and cloud PBX systems.
What hurts
Calls run through your PBX while customers live in the CRM. To hear a call, a rep searches the phone system by number. Half the calls are not linked to any record at all.
An evening missed call goes unseen until morning. By then the customer has called a competitor. Who was supposed to call back, and whether they did, cannot be checked.
Managers listen to a handful of calls a week. What was promised to the customer and why they said no is known only to the rep, until the rep leaves.
What we build
- Receiving call events from your PBX: start, answer, transfer, hang up
- Matching the customer in the CRM by number in any format, or creating a lead for a new number
- The recording on the record, as a link or a file in your storage
- Missed calls as tasks for the owner, with callback tracking
- Transcription and summary on our own LLM, with fields and tags in the CRM
- Click to call from the CRM and routing to the customer’s own rep
- Retrying the recording download when the PBX publishes it late
- A call report: unanswered, no callback, no CRM entry
What you get
- Telephony integration with your CRM
- Call analysis configured with your criteria and tags
- Calls and missed calls dashboard by rep
- Documentation: events, matching rules, failure handling
- Training for reps and their manager
How we measure the result
- Share of calls linked to a customer record, targeting 100%
- Time from missed call to callback
- Missed calls with no callback per day
- Share of calls with a summary in the CRM
Systems and stack
Industries
Questions
How much does a telephony to CRM integration cost?
From $5,000. The price depends on the PBX and CRM, the number of lines and teams, and whether you need AI analysis and on which criteria. Linking calls and recordings costs less than full analysis with rep scoring. We give a fixed estimate 2–3 days after discovery, once we have made a test connection to your PBX.
Which telephony do you support?
Asterisk and FreePBX, any SIP provider, cloud PBX systems with an API, and in Ukraine Binotel and Ringostat. If your PBX exposes events and recordings, we can connect it. If not, we check during discovery whether recordings can be collected as files.
Why is a recording sometimes missing?
Phone systems often publish the recording some time after the call ends. We retry the download with pauses. If it never appears, the call is flagged and you see it in the report.
Where are recordings stored and processed? What about GDPR?
Recordings stay in your phone system or your storage, and the CRM record holds a link or file. Analysis runs on our own LLM, so recordings never reach third party models. Dedicated servers are available for clinics and banks. We sign a DPA before access and work under ISO/IEC 27001.
Can the AI get a summary wrong?
Yes. AI sometimes errs with names, amounts and unclear audio. So the summary sits next to the recording, and key fields can be confirmed by hand. At launch we compare summaries against calls we listen to.
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