Automatic CRM logging
Every Call Logged in Your CRM. Automatically.
VoiceLi answers your calls, captures the details, and syncs contacts, call notes, and appointments to your CRM in real time. Works with Salesforce, Zoho CRM, Jobber, and more — or use the built-in VoiceLi CRM, included with every plan.
Already have a CRM? Connect it. Don't? One's built in.
VoiceLi
Incoming — new caller
Synced to your CRM
Contact + call notes · Thursday, 10:00 AM
The cost of manual entry
The sticky-note system is costing you customers
A customer calls while you’re elbow-deep in a job. You grab whatever’s closest — a sticky note, the back of a receipt — and scribble a name and half a number. You’ll type it into the CRM tonight.
Except tonight there are six more notes. Two are missing numbers. One just says “Tuesday?” So the follow-up slips, and the caller books with whoever gets back to them first.
That’s the real cost of manual data entry. It isn’t just the typing session at the end of the day. It’s the follow-ups that never happen and the customer records you can’t trust, because your CRM only knows what someone remembered to enter.
Why VoiceLi
Your CRM updates itself while you work
VoiceLi is an AI voice agent that answers your business line 24/7 and writes every call into your CRM as it happens. Here's what that changes.
Data entry happens during the call
VoiceLi captures the caller's name, phone number, email, reason for calling, and appointment details as the conversation happens. It syncs everything to your CRM — you never type a word.
Every call gets a complete log
Who called, what they needed, and what was done. Call notes land in the contact's record, so anyone on your team can pick up the thread. Follow-ups stop depending on someone's memory or a note that survived the day.
Leads arrive already qualified
VoiceLi qualifies each lead during the call and syncs their status to your CRM. When you sit down for callbacks, you know who to call first.
Sync runs in real time, both ways
Two-way sync keeps VoiceLi and your CRM working from the same record. A call that ends at 2:15 is in your CRM at 2:15 — not at the end of the week.
No CRM yet? One's built in
Every VoiceLi plan includes a built-in CRM, so call logging works even if you've never set one up — no outside software needed. Already have a system you like? Connect it and keep your workflow.
Integrations
CRMs and business systems
VoiceLi connects with the systems service businesses already run on.
Salesforce
Sync leads, contacts, and call notes with the industry-standard CRM.
Zoho CRM
Two-way sync for small and mid-sized teams.
KVCore
Built for real estate agents and brokerages.
Jobber
Field service management for plumbers, electricians, and lawn care crews.
ServiceNow
Enterprise service management, with calls logged alongside your tickets.
Zendesk
Customer support ticketing, so phone inquiries live alongside your other support tickets.
VoiceLi CRM
The built-in option. Start logging calls without any outside system.
Run something else? Ask us about a custom integration
How it works
From answered call to filed record
- 1
Connect your CRM
Choose Salesforce, Zoho CRM, KVCore, Jobber, ServiceNow, or Zendesk — or skip this step and use the built-in VoiceLi CRM.
- 2
Let VoiceLi answer
It greets callers 24/7, holds a natural conversation, and captures the name, number, reason for calling, and appointment details.
- 3
Watch the record build itself
VoiceLi checks whether the caller already exists in your CRM, then creates or updates the contact and logs notes, lead status, and next steps.
- 4
Open your CRM and act
Appointments sync to your calendar and your CRM. When you're ready to follow up, everything is already filed.
Want to see your own calls appear as records?
What it looks like in practice
Three calls, already filed
Picture this
A plumber wraps up an afternoon repair and checks his phone. Three calls came in while he worked. All three are already in his CRM — names, numbers, job notes, and one estimate booked for Thursday. Nothing to transcribe. Nothing on a sticky note.
That’s what VoiceLi is built to do.
FAQ
Frequently asked questions
Stop typing call notes. Start reading them.
Every call answered. Every detail captured. Every record filed — without an after-hours data-entry session. Your CRM finally holds your whole customer history, not just the parts someone had time to type.