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. Sales teams stop typing — voice agents become the source of truth.
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.
Voice agent takes the call
Incoming or outgoing. The AI conducts the conversation, qualifies, books, supports — whatever the role asks for.
CRM auto-populates
Contact created or matched by phone. Transcript, sentiment, duration, AI summary, and structured memory — all attached.
Score & route
Lead score updated from call signals. Hot leads bubble up to inbox. Deal advanced if AI is allowed to. Tasks auto-created.
Next call uses memory
When the contact returns, the agent already knows them. Names, preferences, last objections — all loaded into context.
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.
Contacts
Unified view: HubSpot + local. Auto-dedup by phone/email with one-click merge. Score badge, tags, last activity, saved filter views.
Pipeline
Drag-drop kanban, multi-pipeline, win probabilities per stage. AI-driven stage advancement — every move audited.
Inbox
Unified triage: missed calls, unread SMS, failed comms, overdue tasks. One badge in nav.
SMS
Every message grouped into per-phone threads with read tracking. Sent by your voice agent, logged on the contact.
Calendar
Unified Google + Outlook view. The voice agent books appointments via OAuth — every booking logged on the contact.
Campaigns
Outgoing calling. CSV upload, throttling, retry logic, time windows, per-contact status.
Tasks
Per-contact tasks: To do → In progress → Done, auto-created from call outcomes. AI suggests who to follow up with next.
Reports
Overview, weighted forecast, funnel, deal velocity, agent performance and score distribution. Date-range filters, CSV export.
Timeline
Chronological feed of every interaction per contact: calls, SMS, emails, notes, tasks. Single source of truth.
Memory
AI summary + key-value context per contact. Loaded back into agent on next call.
Lead Scoring
Multi-signal weights, customizable threshold. Hot leads marked automatically.
Notes & Settings
Rich-text notes auto-generated from calls. Configure pipelines, scoring rules, defaults.
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.
Reminders
Follow-ups due across contacts and deals, grouped overdue / today / upcoming. Snooze or mark done.
Activity
A live feed of everything across the CRM — calls, messages, deal moves, tasks — filterable by type.
Communications
Every outgoing message your agent sent — email, SMS, WhatsApp, API calls — in one list with delivery status and detail.
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
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
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.
Real metrics, not vanity charts
Every report answers a question sales leaders actually ask: call volume and answer rate, average sentiment, a weighted pipeline forecast, stage-by-stage funnel and conversion, deal velocity and where deals stall, per-agent performance, and score distribution month over month.
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.
Every call attached, automatically
Transcript, sentiment, duration, cost, agent name, custom variables, and outcome — every call tagged and searchable. No manual logging.
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.
Frequently Asked Questions
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