Business Calls
with CRM and AI
One dialer, one customer timeline and clear human control.
Dialer, queues, customer context, outcomes and controlled follow-up in one workflow.
Every Business Call Deserves the Right Context
Move from call preparation to outcome and follow-up without losing the customer history.
Inbound Call Context
Prepare the customer record, recent communication and open actions before an incoming call is answered.
Click-to-Call from CRM
Start a call from the customer record and keep ownership, opportunity and activity context visible.
Call Queues and Ownership
Route incoming calls to the right team and keep queue status and responsibility visible.
Callbacks and Call Outcomes
Record the outcome, assign a callback and keep the next action on the customer timeline.
AI Call Summary
Prepare a concise call summary, decisions and proposed next actions for human review.
Human Follow-up
Hand work to the right person with the full call context, owner and required next action.
One call flow from dial to next step
Use queues, click-to-call, outcomes, callbacks and CRM updates without leaving the customer workspace.
Caller Preparation
Open the customer, history and current opportunity before answering.
Built-in Dialer
Start calls from a customer, company or opportunity record.
Queues and Ownership
Route calls with visible queue status and ownership.
Outcomes and Callbacks
Route incoming work to the right team with visible status and responsibility.
Call Reporting
Summarize relevant history before the call and prepare a controlled follow-up afterward.
From Incoming Call to Completed Follow-up
-
Step 1: Define numbers and teams
- Define company numbers, teams and responsible owners.
- Confirm access and call-routing requirements.
-
Step 2: Connect CRM and communication
- Connect approved CRM and communication services.
- Choose where call activity and outcomes are recorded.
-
Step 3: Configure queues and outcomes
- Set queue rules, ownership and escalation paths.
- Define outcomes, callbacks and follow-up responsibilities.
-
Step 4: Review reporting and follow-up
- Review call activity, summaries and open actions.
- Keep final decisions and execution under human control.
Clear Context Before the Call
Customer context before the call. Controlled follow-up after it.
Dialer connected to CRM
AIMIGA Dialer workflow
Relevant customer context before the conversation.
Outcome and ownership attached to the CRM timeline.
Reviewable summary, callback and next action after the call.
AIMIGA Dialer configured for your team
Focused scope for a controlled first rollout.
- Built-in dialer Start and receive calls in context.
- Queues and ownership Visible routing, queue state and owners.
- CRM call context Open the right customer before the call.
- Outcomes and callbacks Record results and responsible follow-up.
Connected modules for teams sharing customer context.
- Built-in dialer Start and receive calls in context.
- Queues and ownership Visible routing, queue state and owners.
- CRM call context Open the right customer before the call.
- Outcomes and callbacks Record results and responsible follow-up.
- AI summaries and follow-up Prepare notes and next steps for review.
Focused scope for a controlled first rollout.
- Built-in dialer Start and receive calls in context.
- Queues and ownership Visible routing, queue state and owners.
- CRM call context Open the right customer before the call.
- Outcomes and callbacks Record results and responsible follow-up.
Connected modules for teams sharing customer context.
- Built-in dialer Start and receive calls in context.
- Queues and ownership Visible routing, queue state and owners.
- CRM call context Open the right customer before the call.
- Outcomes and callbacks Record results and responsible follow-up.
- AI summaries and follow-up Prepare notes and next steps for review.