Sales OutreachVoice AICRM Sync

AI Sales Outreach Agent for Demo Booking

Automated outbound calls that introduce the product, qualify interest, and book demos.

38%

Demo Booking Rate

3.2x

Outreach Volume

10hrs

Saved Weekly

The Challenge

Sales reps couldn't keep up with outbound calls

The team had a growing list of inbound leads but limited capacity to follow up quickly and consistently.

  • Slow response times reduced interest
  • Reps spent hours on low-intent prospects
  • Inconsistent qualification notes in the CRM
The Solution

AI-led outreach and demo scheduling

We built a voice AI agent that calls leads, introduces the product, answers FAQs, and books demos on the sales calendar.

  • Dynamic call flows based on lead source and persona
  • Real-time demo scheduling with rep availability
  • CRM updates with qualification and disposition
  • Escalation to a human rep for high-intent leads
“The AI outreach agent keeps our pipeline warm and fills our demo calendar without adding headcount.”

Alex Morgan

VP of Sales, Orbit SaaS

Implementation

How we built it

Automation Flow

Lead Intake

Syncs leads from the CRM and prioritizes by source, score, and last activity.

AI Outreach

Introduces the product, qualifies needs, and answers common objections in real time.

Demo Scheduling

Books demos directly with rep availability and sends confirmations instantly.

CRM Updates

Writes disposition notes and next steps back into the CRM.

Technical Stack

Voice AI (Vapi/Bland AI)TwilioCRM APICalendar SchedulingWebhook Orchestration

Before

  • Outreach done manually in limited blocks
  • Inconsistent qualification notes
  • Low coverage of inbound leads
  • Demos booked late or not at all

After

  • Automated daily outreach sequences
  • Clean CRM notes with call outcomes
  • Demos booked in the same call
  • Sales team focused on high-intent prospects
More Work

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Get Started

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