CRM and calling

Contacts, the sales pipeline and the AI phone agent: compliant calls, campaigns, the Voice studio, the hotline, meetings, email follow up, lead finding and the apps the agent connects to.

In this section · 44 pages

• Calls and leads overview

  The starting page of phone sales: what is still missing before the first lawful call, and the key numbers.

• Contacts list

  All contacts for phone sales with company, stage, legal basis, source and next step.

• Add a contact by hand

  Create a single contact with company, contact person, calling settings and the legal basis.

• Import contacts from CSV or Excel

  Upload a list, map the columns and record the legal basis for every imported contact.

• The contact page

  Everything about one contact: dial check, calls, pipeline, meetings, emails, research, timeline and legal basis.

• Legal basis and consent

  Document the reason to call (§7 UWG) and record express consent for email.

• Convert a contact to a customer

  Create or link a customer in Sales and optionally a quote draft.

• Pipeline and stages

  Every contact after the first call with its stage, next step, sequence and meeting.

• Data upkeep

  Review unclear numbers, addresses and contact persons found in calls, emails and checks.

• Calling rules: the dial check

  The checks every call passes: legal basis, opt outs, calling hours, attempts, countries and approval.

• Compliance centre

  Evidence for compliant phone sales: legal bases, blocked calls, AI disclosure records, audit log and retention.

• Opt outs and the do not call list

  Numbers and addresses that must never be contacted again, and how they get there.

• Calls

  Every conversation of the AI agent with status, outcome, score and duration.

• The call page

  Transcript, findings, score, talk balance, SMS, cost and latency of one call.

• Live and scheduled calls

  Follow calls in real time and manage calls planned for a fixed time.

• Call analytics and insights

  Reach, meeting rate, quality, cost and the patterns learned from the conversations.

• Campaigns

  Group contacts and spread the calls over the permitted calling window.

• A/B variants

  Test a change of the pitch against the unchanged script.

• Email campaigns

  Write a template once; the agent personalises it for every lead and customer, you approve, it sends and follows up.

• Voice studio: brief and script approval

  Answer fifteen questions, generate the call script, test it and submit it for approval.

• Voice studio: agent settings

  Custom brief text, tools and MCP servers, speech, call and transcription settings.

• Voice studio: call flow

  View the call flow as a diagram and design your own steps, questions and branches.

• Voice studio: knowledge

  The answers the agent gives to specific questions, and what it should find out.

• Voice studio: voices

  Clone your brand voice, one per language.

• Hotline: incoming calls

  Phone numbers, tickets, caller verification and your own API for the agent that answers calls.

• Meetings

  What the agent booked, and whether the person showed up.

• The meeting page

  People, reminders, the brief for the rep, rebooking, CRM sync, notetaker and analysis of one meeting.

• The notetaker

  A bot that joins video meetings, takes notes and produces a transcript and analysis.

• Reps and booking calendars

  The people who hold the meetings, their calendars, and the free or busy check.

• Meeting settings

  Confirmations, reminders, the brief, rebooking, CRM and the notetaker.

• Follow up outbox

  Review, approve or discard the emails the agent drafted after calls.

• Replies to follow up emails

  What contacts answered, what the agent read from it and already did, and what you should check.

• Email follow up settings

  Whether and how recap emails, reminders, follow up calls and replies work.

• Pages your contacts see

  The booking page, the unsubscribe page, the meeting link and the notetaker page.

• Ways to add contacts

  The chooser for web search, manual entry, CSV, HubSpot, website form, trade fairs, reactivation and similar companies.

• Lead search on the web

  Describe the companies you want and import the ones you pick as leads.

• Similar companies and contact research

  Find companies like an existing lead, and the public research behind a personalised opening.

• Web enquiries (website form intake)

  Enquiries from your website form are called back within minutes, with the consent documented.

• Trade fairs

  Plan a fair, capture contacts at the stand and have them called after the fair.

• Capturing business cards at the stand

  Photograph a card on a phone, check the fields and save.

• Reactivation

  Rules propose lists of lost deals and dormant contacts; you review and approve them.

• Integrations: connect apps

  Calendars, CRM, ticketing, your own data, notifications and connectors the agent uses.

• Inbound URLs, calendar webhooks and deliveries

  Receive data from other apps and check that calendar events reach BizCortex.

• HubSpot

  What lands in HubSpot from your calls, which script runs per deal stage, and pulling contacts.