Lucy is a voice-first assistant wired into your CRM and business systems. Ask what's happening instead of digging for it — query your pipeline, send follow-ups, and check on leads, all by talking.
Every capability below runs on your real CRM data — not a demo, the same system your leads are already sitting in.
Ask Lucy who your newest leads are, where they came from, and what their status is — without opening your CRM.
“Lucy, who are my top leads this week?”
Get an instant snapshot of your pipeline by stage — what's stuck, what's moving, and what needs attention today.
“Lucy, what does my pipeline look like?”
Tell Lucy to send a follow-up to any contact. It looks up the details, drafts it, and sends on your confirmation.
“Lucy, send a follow-up to the Thompson estimate.”
Ask Lucy to book appointments, set reminders, and check availability — connected to your calendar, not a separate one.
“Lucy, schedule a callback for Tuesday at 2pm.”
On Growth and Complete, ask Lucy what you spent on Google Ads this week and which campaigns are driving leads.
“Lucy, what's my cost per lead this week?”
Every new workflow built for your account becomes a new voice command automatically — Lucy's capabilities aren't fixed at signup.
“Lucy, what orders are running late?”
Lucy works for you. The AI Voice Agent works for your customers. Together they cover your business around the clock.
| AI Voice Agent | Lucy |
|---|---|
| Answers calls from your customers | You talk to it, about your business |
| Captures leads and logs them | Full CRM access — query anything logged |
| Included in every tier | Growth and Complete |
| Runs call scripts | Unlimited custom workflows |
We connect Lucy to your CRM and any business system you rely on, using your existing credentials — no new software to install.
We configure Lucy's voice and response style to match how you actually want to work.
We enable and test each capability — lead reports, pipeline queries, follow-ups — against your real data.
Start talking. No app download, no separate login — it's already inside your dashboard.