Turn Every Customer Conversation Into Actionable Freshsales Data
Verbix.AI processes conversations with your customers and automatically delivers AI created summaries, transcripts, insights on the customer and extracted data into your Freshsales CRM.
No manual notes. No copy-paste. No missing details. Always up to date.
What Verbix.AI Sends to Freshsales
Transform Unstructured Customer Chats Into Structured and Actionable CRM Data
Verbix.AI converts raw, unstructured customer chats into insights that can be acted on and updates the correct Freshsales CRM records automatically.
AI Call Summary
Get a concise AI-generated summary of every customer conversation with key takeaways, decisions, and next steps.
Customer is interested in the Enterprise plan. Budget has been confirmed for $50K with an expectation to implement in 3 months.
Full Transcript
Review, search, coach, and monitor compliance with full call transcripts separated by speaker.
Data Extraction
Automatically capture key data from conversations and update Freshsales fields.
Conversation Insights
Automatically capture signals of important conversations.
Compliance & QA Results
Send conversation quality and compliance results to CRM records.
Action Items & Follow-ups
Automatically recognize agreements and subsequent progress, and generate activities for sales teams to follow up.
Extract the Data That Matters to Your Industry
AI Conversation Intelligence Built Around Your Business
Verbix.AI distills the industry-specific takeaways from conversations and delivery the right pieces of information to Freshsales.
Loan Inquiries & Customer Qualification
"“I would like to apply for a business loan for 500,000. What are the conditions for obtaining it and what are the repayment options? ”"
Better Conversations. Cleaner CRM Data. Faster Decisions.
Freshsales integrates with Freshdesk as well to connect customer/support context with CRM records, so a support-centric use case is particularly applicable to the Freshworks ecosystem.
Map AI Insights to Your Freshsales Fields
Select what data Verbix.AI will obtain and where it will be saved in Freshsales.
Freshsales offers contact, account and deal management, activity timelines, tasks, notes, custom fields and sales pipeline features; Verbix.AI can leverage conversation-based data to enhance those CRM workflows.
Freshsales offers contact, account and deal management, activity timelines, tasks, notes, custom fields and sales pipeline features; Verbix.AI can leverage conversation-based data to enhance those CRM workflows.
From Conversation to CRM in Minutes — Without Manual Work
Verbix.AI automates the entire post-call process.
Conversation Happens
Your customer engages in a conversation with your sales or support representative using your current telephony system.
AI Transcribes the Call
Verbix.AI transcribes the conversation into accurate, speaker-distinguished text.
AI Summarizes & Extracts Data
AI detects intent, budget, timeline, topics, sentiment, commitments, and tasks.
Data Posted to Freshsales
Relevant conversation insights are automatically mapped to Freshsales records and fields.
Workflow & Actions Triggered
Follow ups, activities, deal updates, notifications, and workflows making use of the CRM data.
Key Benefits
Enable Your Sales & Customer Support Teams With Conversation Intelligence
Increase Agent Productivity
Stop doing repetitive manual note-taking and eliminate post-call administrative work.
Capture 100% of Customer Intent
Capture key customer requirements, objections, buying signals, commitments, and next actions.
Improve Freshsales Data Accuracy
Transform conversations into structured information in the CRM, don't rely on partial manual notes.
Faster Follow-ups
Instantly equip your sales team with data to take immediate action after every customer interaction.
Automate CRM Workflows
Leverage conversation insights to power activities, tasks, deal updates, and follow-ups.
Drive Pipeline Growth
Enable the sales team with richer customer context to help prioritize opportunities and accelerate the deal.
Customer Success Stories
Trusted by Sales & Support Teams Worldwide.
Find out why companies are enhancing quality control, customer satisfaction, and business process efficiency with Verbix AI and Freshsales CRM.
Frequently Asked Questions
Yes. Verbix.AI can be viewed as a conversation intelligence layer that integrates customer conversations with Freshsales CRM, enabling teams to convert call data into structured CRM data.
Yes. Verbix.AI monitors your calls and creates a summary of the call using AI technology, which can then be linked to the relevant record in your CRM.
Yes. Verbix.AI is able to identify customer intent, budget, timeline, product interest, competitors, sentiment, action items and other conversation attributes.
Yes. The integration can be set up to map the relevant information which is extracted to the Freshsales records and fields that are important for your workflow.
Yes. Verbix.AI produces speaker-separated transcripts that are available for use in the review, search, coaching, QA, and compliance procedures.
Yes. CRM data that is derived from conversations can be fed into Freshsales activities and workflow processes, allowing teams to automate follow-up and sales actions.
Connects with tools you already use
Verbix integrates seamlessly with your favorite CRM, helpdesk, and telephony applications to automate workflows.
