Calls that update the CRM
Every conversation can log outcomes, next steps, and meeting times straight on the lead. Reps pick up with full context instead of replaying discovery.
AI voice agent
Updating contact property address…
Call in progress01:24
Voice agents
Voice AI that works your leads 24/7
Qualify, follow up, and book meetings automatically — with clean handoffs to humans when it’s time to close.
RouteraDashboard
Inbox
CRM
Contacts
Companies
Deals
Automation
Routers
AI Agents
Integrations
Settings
AutomationAI Agents
+ New agentInbound qualifier
On callHandling website leads · West territory
Meeting booker
IdleFollow-up sequence for demos
After-hours
StandbyVoicemail + SMS handoff
Agents that sound like your team
Inbound, outbound, and branch logic — tied to the same contact records your reps use.
Inbound and outbound
Answer new leads in seconds or run structured follow-up sequences. Branch on what the caller says so the right playbook runs every time.
Agent voice
Morgan · ProfessionalSofia
Call flow
Welcome & routing
Greet · inbound or campaign
Gather & qualify
Intent, timeline, fit
Transfer to sales rep
Live handoff when ready
Human handoff when it matters
Route to a live rep mid-call or after qualification. AI keeps working the long tail so your team spends time on high-intent conversations.
Call history
Rate callsAI qualificationAI
Morgan · Inbound · 3:42
Warm handoffRep
You · Sarah M. · 8:12
Outbound follow-upAI
Sofia · Callback · 1:08
“Speed to lead is everything in recovery. This AI has helped us reach people in their moment of need, 24/7.”
B. Randolph
Director, Oregon Trail Recovery
Let AI run the repetitive calls.Up to 3 users free.
Voice agents on the same platform as routing and your database. Free for up to 3 users, no credit card required. See pricing for details.