An AI CRM that fills itself in

Every CRM works in the demo and dies in the field, for the same reason: it depends on a busy person typing up what just happened. VokaLQ removes that step. The receptionist answering your calls and messages is the same system writing the records, so the CRM is complete by the time the call ends.

In short

  • The CRM is written by the agent that takes the call — there is no data entry step.
  • One timeline per customer across phone and WhatsApp, with recordings and transcripts attached.
  • Leads carry the source, the intent, the city and a callback number; follow-ups schedule themselves.
  • Outbound campaigns, feedback calls and a complaints board sit on the same records.
  • Included in every plan rather than sold separately, and exportable in full at any time.
One customer, four surfaces, nobody typing
PRPriya R.+91 98470 21XXX
  1. Inbound call · 38sFri 21:41Asked for an evening slot. Booked Fri 5:30 PM.
  2. WhatsApp confirmation sentFri 21:42Delivered and read.
  3. Reminder sent · 24h beforeThu 17:30Automatic. Customer replied “ok”.
  4. Appointment completedFri 17:34Marked from the dashboard.
  5. Outbound feedback call · 22sSat 11:05Rated 5. Reason recorded against the customer.

Five entries. Zero data entry.

The problem is not the CRM. It is the data entry.

Ask any small business why their CRM is out of date and the answer is never that the software is bad. It is that Saturday was busy, the phone did not stop, and nobody was going to type up twenty calls at the end of it.

So the record becomes a partial one: some customers, some notes, nothing from the phone. Which means the follow-up does not happen, the repeat customer is not recognised, and the pipeline is a list of names rather than a picture of the business.

What gets written, and when

During the conversation, not after it. VokaLQ extracts what was said into structured fields as the call runs, so the record exists before the caller has hung up.

  • Who called, on what number, and whether they are new or returning.
  • What they wanted, in their own words and as a labelled intent.
  • What was agreed, the booking, the slot, the person, the price discussed.
  • For enquiries: what they are actually looking for, plus whatever they volunteer about budget and timing.
  • What happens next, as a scheduled follow-up or a task for your team.
  • The recording and the full transcript, attached to the record.

One timeline across phone and WhatsApp

A customer rings on Friday and messages on Sunday. In most setups those are two unrelated events in two different places, and whoever picks up the second one starts from nothing.

Here they are the same row: the call, the WhatsApp confirmation, the reminder, the appointment and the feedback call, in order, on one customer. Anyone who opens the record can see the whole relationship without asking the customer to repeat themselves.

The parts of a CRM you would actually use

Not an empty framework to configure. The pieces are the ones a business with a phone needs on day one.

  • Customers, every caller and messager, with their full history.
  • Leads, a pipeline carrying the source, the intent, the city and a callback number, all captured on the call.
  • Follow-ups and callbacks, scheduled automatically, chased on time.
  • Tasks, the calls that need a person, with the transcript attached.
  • Campaigns, outbound calling to a contact list, with outcomes written back.
  • Feedback, post-visit calls that collect a rating and a reason.
  • Call log and analytics, recordings, transcripts, durations, volumes by hour.

Your records stay yours

Customer data lives in your account and exports in full whenever you ask for it. We do not sell it, share it, or use it to train anything for anybody else.

Every call is recorded with a spoken disclosure to the caller at the start, in line with Indian telecom norms, and the recording is kept against the customer record.

Speaks English · Malayalam · Tamil · Hindi · Arabic · plans from ₹5,499/month

FAQ

AI CRM: common questions

What is an AI CRM?

A CRM where the records are written by the system that had the conversation rather than typed up afterwards. VokaLQ answers your calls and WhatsApp messages, extracts the caller, their intent and what was agreed into structured fields during the conversation, and files it against the customer automatically.

Do I still have to enter data manually?

No. Calls and WhatsApp threads create and update customer records on their own, including bookings, lead details and the follow-up. You can edit anything by hand, but nothing depends on someone remembering to.

Does it replace my existing CRM?

For most small businesses it is the CRM, customers, leads, follow-ups, tasks, campaigns and the call log are all included. It is most useful where the existing CRM is a spreadsheet or a notebook, which is the common case for a business that runs on its phone.

Can I export my customer data?

Yes, in full and at any time. The records are yours. We do not sell or share them.

Does the CRM include call recordings and transcripts?

Yes. Every call is recorded after a spoken disclosure to the caller, and the recording and full transcript are kept against the customer record along with the duration and outcome.