A CRM that writes itself, not one you fill out
Every call auto-creates a contact, scores the lead, captures the transcript, and seeds an AI memory.
Free with every Hanc.AI plan, no separate CRM seat fees, no per-contact pricing.
A full sales OS, native to voice
Contacts, pipeline, inbox, SMS, calendar, campaigns, tasks, reports, timeline, memory, scoring, AI follow-ups, reminders, activity and communications, everything you'd expect from a CRM, designed around voice agents.
AI moves deals during conversations, not after
Flip a single toggle and your voice agent advances a deal from New → Qualified → Proposal Sent autonomously, mid-call. No CRM tab open, no end-of-day cleanup.
Customer memory that survives every call
Post-call, the AI generates a summary plus structured key-value context. On the next call, the agent already knows the caller, names, preferences, last objections, open questions.
Lead scoring built from real signals, not guesses
Configurable weights for call duration, sentiment, task achievement, tool calls, and customer reply. Hot leads bubble up automatically, no rules engine to maintain.
HubSpot sync, bidirectional, keep your stack
Push local contacts to HubSpot, pull HubSpot leads back. Phone/email dedup. Doesn't replace HubSpot, it makes the calls visible inside it.
- Push local contacts → HubSpot
- Pull HubSpot leads → Hanc
- Auto-dedup by phone/email
- Lead score → HubSpot property
- Calls → HubSpot activities
- Rate-limit aware
Outgoing campaigns that run themselves
Upload a list, pick a voice agent, set call windows. The platform places calls, retries failures, throttles to your tier, and reports outcomes per contact.
The Voice-CRM Loop
Traditional CRMs are filing cabinets. Hanc.AI's CRM is a feedback loop. Each call enriches the contact, scores the lead, and primes the next call, automatically.
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Voice agent takes the call
Incoming or outgoing. The AI conducts the conversation, qualifies, books, supports, whatever the role asks for.
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CRM auto-populates
Contact created or matched by phone. Transcript, sentiment, duration, AI summary, and structured memory, all attached.
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Score & route
Lead score updated from call signals. Hot leads bubble up to inbox. Deal advanced if AI is allowed to. Tasks auto-created.
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Next call uses memory
When the contact returns, the agent already knows them. Names, preferences, last objections, all loaded into context.
Your AI moves deals during the call
Most CRMs make sales reps log every stage transition by hand. Hanc.AI's pipeline lets the voice agent advance deals autonomously, mid-conversation. Flip a single toggle in Settings and watch leads flow from New → Qualified → Proposal Sent without anyone touching the dashboard.
- Multi-pipeline support, sales, support, onboarding, custom
- Win/loss probability per stage for accurate forecasting
- Drag-drop kanban + table view, optimistic UI
- Every stage change audited, AI, human or automatic, with the call attached
- Opt-in AI control, default off, you stay in charge
Hot leads surface themselves
Configure how each call signal contributes to a lead's score: duration, sentiment, task achievement, tool calls, customer reply. Set your hot-lead threshold. Every call recomputes the score post-conversation. The score is also pushed to HubSpot as hanc_lead_score for downstream automation.
- Duration
- per-second weight
- Sentiment
- positive bonus / negative penalty
- Task achieved
- post-call analysis
- Tool calls
- per successful integration
- Reply received
- email / SMS engagement
- Threshold
- your custom hot-lead cutoff
Outgoing campaigns at scale
Upload a contact list, pick a voice agent, define call windows. The platform handles the rest: respects time zones, throttles to your concurrency tier, retries failures, exports per-contact results. No call-center seats, no scripts, no overhead.
- Basic info Name, voice agent, caller ID
- Call settings Throttle, retry rules, time windows
- Contacts CSV/JSON upload + LLM variables
- Review & launch One-click start, monitor live
Every call remembers the last one
After every conversation, the LLM writes a structured memory: a short prose summary plus key-value context (preferences, objections, callback times, anything the agent learned). On the contact's next call, the agent loads that memory and treats them like a returning customer, not a stranger.
- Free-text summary + structured key-value context
- Editable by humans, refine or override AI inferences
- Fed back into agent context automatically
- Multilingual, translate memory across markets
16 Modules
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Contacts
Unified view: HubSpot + local. Auto-dedup by phone/email with one-click merge. Score badge, tags, last activity, saved filter views.
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Pipeline
Drag-drop kanban, multi-pipeline, win probabilities per stage. AI-driven stage advancement, every move audited.
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Inbox
Unified triage: missed calls, unread SMS, failed comms, overdue tasks. One badge in nav.
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SMS
Every message grouped into per-phone threads with read tracking. Sent by your voice agent, logged on the contact.
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Calendar
Unified Google + Outlook view. The voice agent books appointments via OAuth, every booking logged on the contact.
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Campaigns
Outgoing calling. CSV upload, throttling, retry logic, time windows, per-contact status.
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Tasks
Per-contact tasks: To do → In progress → Done, auto-created from call outcomes. AI suggests who to follow up with next.
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Reports
Overview, weighted forecast, funnel, deal velocity, agent performance and score distribution. Date-range filters, CSV export.
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Timeline
Chronological feed of every interaction per contact: calls, SMS, emails, notes, tasks. Single source of truth.
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Memory
AI summary + key-value context per contact. Loaded back into agent on next call.
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Lead Scoring
Multi-signal weights, customizable threshold. Hot leads marked automatically.
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Notes & Settings
Rich-text notes auto-generated from calls. Configure pipelines, scoring rules, defaults.
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Suggestions
AI-suggested follow-ups. Ranks who to contact next from lead score, recency and open deals, each with a reason (hot & quiet, warm & gone silent, talked but no deal). Set a reminder in one click.
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Reminders
Follow-ups due across contacts and deals, grouped overdue / today / upcoming. Snooze or mark done.
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Activity
A live feed of everything across the CRM, calls, messages, deal moves, tasks, filterable by type.
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Communications
Every outgoing message your agent sent, email, SMS, WhatsApp, API calls, in one list with delivery status and detail.
Already using HubSpot? Keep it.
Hanc.AI's CRM doesn't replace HubSpot, it extends it. Bidirectional sync pushes voice-agent data into HubSpot and pulls HubSpot leads into Hanc. Phone/email dedup. Lead score syncs as a HubSpot property. Calls become HubSpot activities.
Questions, answered.
Do I have to use the built-in CRM?
No. The CRM is a free companion to Hanc.AI voice agents. If you already use HubSpot, Salesforce, Pipedrive, or another CRM, you can keep it, Hanc syncs bi-directionally with HubSpot today and pushes call data via API or webhook to any other system.
How does the AI auto-populate contacts?
When a voice agent finishes a call, the platform writes the call record with the caller's phone number. The CRM upserts a contact by phone, attaches the transcript, sentiment analysis, duration, and an AI-generated summary. Every subsequent call from the same number adds to the contact's timeline automatically.
What is Customer Memory and how is it different from notes?
Notes are static text written by humans. Customer Memory is structured data generated post-call by the LLM: a free-text summary plus key-value pairs (e.g., preferred_callback_time: 'after 5pm', objections: ['price', 'contract length']). On the next incoming or outgoing call, this memory is fed back into the agent as context so it greets the caller as a return customer, not a stranger.
Can the AI really move deals between pipeline stages on its own?
Yes, when you opt in. In Settings → Pipelines there's a toggle 'AI can move deals between stages'. When on, the voice agent calls an internal function during the conversation to advance the deal. Default is off, you stay in control until you trust the behavior.
How does lead scoring work?
Each call produces signals: duration (seconds), sentiment (positive/negative), did the agent achieve the task, how many tool/integration calls were made, and whether the contact replied to follow-up. You assign weights to each signal in Settings → Lead Scoring and set a threshold. Scores above the threshold mark the contact as a hot lead.
Does outgoing calling cost extra?
Outgoing calling comes with Pro, Business and Enterprise and is switched on after a one-time identity check. You pay the per-minute rate from your plan's credit, and on numbers from Hanc the carrier's charge from your top-up balance, no per-campaign fee, no per-contact fee. Time-window scheduling, retry logic, and throttling are built in.
Is the CRM GDPR-compliant?
Yes. Hanc's application and voice infrastructure runs in Germany and its main database in Frankfurt. Some auxiliary AI processing can take place outside the EU; the privacy policy lists every sub-processor and how transfers are handled. We're the data processor; you remain the data controller. A DPA is available in English and German. Contacts can request deletion via your dashboard.
What does the BETA badge mean?
The CRM is production-ready and used in customer workflows today. The BETA tag signals that we're shipping new features at high cadence, expect continuous improvements, not breaking changes. SLA and uptime guarantees apply identically to CRM and voice agents.
Your phone, finally working for you.
