CRM & Integrations

Your CRM, ours, or both. Always live, always both ways.

Every client gets Voxera Voice CRM. If you already use a CRM, we connect to it and sync both ways. Your agents read the live record before every call and message, and write every outcome back.

How it works

Voxera Voice CRM

Leads, calls, WhatsApp, bookings

Your CRM

Synced both ways, your fields

Your calendars

Appointments against real availability

Your team channels

Summaries where you already read

Lead Sources

Wherever your leads come from, your agents call them first.

New leads arriving in your connected CRM or through a configured API or webhook can be sent to your agent promptly, without manual upload or waiting for someone to check a sheet. Bulk campaigns run on approved CRM lists or CSVs.

Social media lead forms

Instagram · Facebook, through your connected CRM or an agreed integration

Your website

Enquiry forms · Landing pages · Callback requests

Property portals (real estate)

99acres · MagicBricks · Housing.com, where portal leads flow into your CRM or agreed feed

Your phone lines

Inbound calls to your listed numbers

Lists and campaigns

CSV upload or CRM list for bulk outbound campaigns you approve

Anything else

REST APIs and webhooks, once the source integration is configured

Voxera Voice CRM

Every lead, every conversation, every booking.

Every call recording and transcript. Every WhatsApp thread. Lead status, qualification answers, appointments, follow-ups and escalations. Built for teams that don't have a CRM, and for teams whose CRM holds fields but not conversations.

  • Conversation visibility and recordings
  • WhatsApp conversation history
  • Inquiry and lead status tracking
  • Two-way sync with your CRM
  • Appointment scheduling and management
  • Follow-up cycle oversight
  • Escalation monitoring
  • Operational reporting and analytics
  • AI activity and action logs
  • Customer and inquiry records

CRM

Already have a CRM? It stays your source of truth.

Your agents read from it before every touch and write back after it, in your fields, against your structure. Voxera Voice CRM keeps the full conversation history alongside. Your team works wherever they already work.

Read, live: before each call or message, the agent pulls the lead's current record — source, stage, owner, past touches, notes.

Write, instantly: after each touch, qualification answers, outcome, next step and booking land in your fields.

Both directions: when your team updates a lead, the agent sees it on its next touch.

CRM Platforms

  • HubSpot
  • Salesforce
  • Zoho CRM

Custom Integrations

  • REST API
  • Webhooks
  • Custom endpoints

On request

  • Freshsales
  • LeadSquared
  • Pipedrive
  • Microsoft Dynamics 365

Calendars

Appointments booked into your real calendar.

We book against your team's actual availability, following your rules. Whether it's which counsellor for which programme, which manager for which project, or how much buffer time, the booking logic stays matched to how your team actually works.

Google Calendar, Microsoft Outlook, Microsoft 365.

Calls and WhatsApp, chosen per lead

The call is the first response. The follow-up is whatever works.

Voice for the conversations that need one: first response, qualification, objections, re-engaging someone who went quiet. WhatsApp for the touches that are better read than heard: booking confirmations, reminders with the address and what to bring, documents and fee sheets, pre-visit details.

Which touch goes which way is set per deployment against your workflow, and adjusted as the follow-up data tells us what's working.

Your team's notifications are separate, and stay where they already read them. That's below.

Communication & Notifications

Your team finds out in the channel they already use.

Your team gets summaries, callback tickets, and schedule alerts where they already work. Whether it's Slack, Teams, email, or a webhook into your own systems, the information reaches your team without requiring them to learn a new interface.

  • Slack channels
  • Microsoft Teams channels
  • Email digests
  • Webhooks into your systems

Custom Integrations

Built for systems that don't fit the standard list.

If your system isn't listed, we can build a custom integration. Most gaps are resolved through REST APIs or webhooks, and we'll assess what's possible during the Lead Leak Audit.

  • REST API integrations
  • Webhook endpoints
  • CSV imports where applicable
  • Custom data mapping

Ready to connect?

Let's map your systems.

We'll identify which systems you use, how they connect, and what the integration looks like for your operation.