AI Sales & CRM Automation
Keep enquiries moving and CRM records useful, with less manual work for your sales team.
The opportunity
Salespeople need context to follow up well, but maintaining that context can consume the time they should spend with customers. Notes sit in one tool, emails in another and the CRM waits for someone to update it.
Voxd connects the routine work around the opportunity. We help capture relevant information, prepare follow-ups and move agreed updates into your sales system. The workflow is shaped around your process, with review where a communication or commercial judgement should stay with a person.
Bring useful context from approved sources into the next action, reducing the need to reconstruct the conversation.
Prepare or apply agreed record updates through supported connections, with clear ownership of important fields.
What we deliver
Map lead intake, meetings, follow-up and record updates to find the highest-value repetitive steps.
Integrate the approved sources and fields needed to keep opportunity context current.
Build summaries, follow-up drafts and routing with appropriate approval and exception handling.
Why Voxd
Voxd’s iGlobal proposal work connects Microsoft 365, Gong and HubSpot to bring sales context into a human-approved proposal workflow. Our Pricify work turns conversational requests into structured supplier enquiries.
We can build the integrations and supporting application as well as the AI component. That means we can address the awkward steps surrounding a task, instead of leaving your team to bridge the gaps manually after the automation is delivered.
How we work
We map a real request from arrival to completion, including workarounds and exceptions that a process diagram might miss.
We decide what can run automatically, what needs review and how failures or incomplete inputs should be handled.
We test the workflow against representative examples and compare the result with your existing process for speed, completeness and quality.
We introduce the workflow with logging, clear ownership and an agreed route for exceptions, then refine the steps that still cause friction.
Before you get started
Usually the first step is to assess the system you already use. Available APIs, permissions and workflow functions determine what can be connected.
Only if a sending workflow is explicitly agreed. We can begin with drafts and suggested next steps for your sales team to approve.
Show us where information gets lost between conversations and CRM records.
Use defined triggers to surface missing next steps and opportunities requiring attention.
A great sales conversation deserves an equally persuasive follow-up. Voxd brought iGlobal's emails, call transcripts and CRM together to create branded web proposals built around what each buyer actually cares about.
Read the case study