3x more SDR touches with zero data entry. AI makes the calls, Salesforce gets updated automatically. Click-to-call from any record, real-time opportunity updates, and Flow automation triggers. AppExchange certified.
AppExchange Certified
SOC 2 Compliant
Enterprise Security
GDPR Ready
More SDR Touches
Calls Auto-Logged
Pipeline Accuracy
Sync Time
See how AI voice automation improves sales productivity
Data Entry Time
2+ hrs/day
Calls Logged
60-70%
Pipeline Accuracy
60%
SDR Touches/Day
50
Pain Points
Data Entry Time
0 hrs
Calls Logged
100%
Pipeline Accuracy
95%
SDR Touches/Day
150
Benefits
Results seen within 30 days
Enterprise integration that just works
Every call logged as a Salesforce Task with full transcript, outcome, duration, and next steps. Zero manual data entry.
Native Open CTI integration. One-click calling from Leads, Contacts, Opportunities. Screen pop for inbound calls.
AI call outcomes automatically update opportunity stages, amounts, and close dates. Pipeline always accurate.
Trigger any Flow from call outcomes. Lead qualified? Create Opportunity. Demo booked? Create Event. Fully automated.
Production + sandbox support. Custom objects, field-level security, sharing rules all respected. Built for enterprise.
AI call data in Salesforce Reports & Dashboards. Track performance alongside other sales metrics. No separate tool.
Real conversation examples with automatic Salesforce updates
Lead Qualification Call
AI qualifies a Salesforce lead and updates the record
Hi, this is calling from TechCorp. Am I speaking with Michael regarding your software demo request?
Yes, that's me. I filled out the form yesterday.
Great! I'd love to understand your needs better. What's the main challenge you're looking to solve with our platform?
We need better lead management. Our current system is a mess and sales can't keep track of follow-ups.
I understand - that's a common pain point. How large is your sales team currently?
About 15 reps, growing to 25 by end of year.
Perfect fit for our mid-market solution. Would you be available for a 30-minute demo this Thursday at 2 PM?
That works for me.
Excellent! I'll send a calendar invite to your email. Looking forward to showing you how we can help!
Lead Qualified - Salesforce updated: Lead Status = Qualified, Demo scheduled, Opportunity created ($45,000)
Renewal Reminder Call
AI proactively calls about upcoming subscription renewal
Hi Sarah, this is calling from CloudSoft. I'm reaching out because your Enterprise subscription renews in 30 days.
Oh right, I meant to reach out. We've been really happy with the platform.
That's wonderful to hear! Are you planning to continue at the current tier, or would you like to discuss any changes?
Actually, we're adding a new team. We'd need to add about 20 more seats.
Great! I can update your renewal quote to include 20 additional seats. Shall I send that over for your review?
Yes please, send it to my email and copy our CFO.
Done! You'll receive the updated quote within the hour. Is there anything else I can help with?
Upsell Identified - Opportunity updated: Amount increased by $24,000, Close Date confirmed, Quote sent
Deep integration with standard and custom objects
Leads
Qualification calls, status updates
Contacts
Activity logging, engagement tracking
Accounts
Company context for personalization
Opportunities
Stage updates, amount changes
Cases
Support ticket creation from calls
Custom Objects
Full custom object support
Built for Salesforce power users
3x More Touches
AI handles outreach volume
Zero Data Entry
Everything auto-logged
Always Fresh Data
Pipeline updates in real-time
Full Context
AI knows account history
AppExchange Certified
Passed security review
Permission Sets
Granular access control
Sandbox Testing
Full dev/staging support
Custom Field Mapping
Adapts to your config
Up and running in 30 minutes
Install from AppExchange
One-click, security reviewed
Connect & Configure
OAuth + field mapping
Set Up AI Agents
Define conversation flows
Start Calling
Click-to-call from Salesforce
AI-native voice vs. traditional telephony
Feature | Edesy | RingCentral | Dialpad | Aircall |
|---|---|---|---|---|
AI-Powered Conversations Key | Full AI agent | No AI | Basic AI | No AI |
Auto Call Logging | 100% with transcript | Basic logging | Basic logging | Basic logging |
Opportunity Auto-Update Key | ||||
Flow Automation Triggers | Any outcome | Limited | Limited | Limited |
Custom Object Support | ||||
Multi-Language AI | 50+ languages | N/A | 15 languages | N/A |
Pricing (per user/month) | ₹1,500 | $25+ | $25+ | $30+ |
No credit card required. Results in your first week.
Trigger any workflow from AI call outcomes
When: Lead answers and qualifies
Then: Convert Lead → Contact + Account + Opportunity, assign to rep, create follow-up Task
When: Demo scheduled during call
Then: Create Event, update Opportunity stage to 'Demo Scheduled', notify sales team in Slack
When: Customer reports issue
Then: Create Case with priority, route to support queue, link to Account, send acknowledgment email
When: Deal closed on call
Then: Update Opportunity to 'Closed Won', trigger CPQ quote, notify finance, create onboarding Task
Built for Salesforce enterprise deployments
AppExchange Certified
Passed security review
Multi-Org Support
Production + sandboxes
Permission Sets
Granular access control
Field-Level Security
Respects your config
What teams build with AI voice + Salesforce
Lead Qualification
AI calls and qualifies leads, converts in Salesforce, creates opportunities automatically
Outbound Campaigns
High-velocity outreach with automatic activity logging and outcome tracking
Customer Check-Ins
Proactive calls to key accounts with full context from Account history
Renewal Calls
Automated renewal reminders with opportunity updates and quote generation
NPS & Surveys
Voice surveys with results logged to Salesforce custom fields and reports
Case Follow-Up
AI calls to verify issue resolution, update Case status, capture feedback
Real results from enterprise deployments
"Our SDRs went from 50 touches/day to 150. AI handles initial outreach, they focus on warm leads. Everything tracked in Salesforce automatically."
3x SDR Productivity
B2B SaaS ($50M ARR)
Sales Leadership
"Pipeline accuracy improved from 60% to 95%. Opportunity stages now update based on actual conversations, not rep memory. Forecasting is finally reliable."
95% Pipeline Accuracy
Enterprise Software
Revenue Operations
"Security team was impressed - AppExchange certified, OAuth, field-level security respected, full audit trail. Passed our enterprise security review in 2 weeks."
Enterprise Approved
Financial Services
Security & Compliance
Common questions about connecting Salesforce
We connect via Salesforce's OAuth and REST/Bulk APIs. Before each call, the AI queries relevant records (Lead, Contact, Account, Opportunity) for context. After the call, we automatically create Task records with full transcripts, update custom fields, change opportunity stages, and trigger Salesforce Flows based on outcomes. All this happens in under 30 seconds.
Yes! Our app is listed on Salesforce AppExchange and has passed Salesforce's comprehensive security review. This means one-click installation, OAuth-based authentication, and compliance with Salesforce's security standards. Enterprise customers can install with confidence.
We integrate with Salesforce's Open CTI framework. This adds a click-to-call button on every Lead, Contact, and Account record. When clicked, the AI initiates the call, conducts the conversation based on your configured scripts, and logs everything back to Salesforce. For inbound calls, you get screen pop with full customer context.
Absolutely! This is one of our most powerful features. Any call outcome can trigger a Salesforce Flow: Lead qualified → create Opportunity. Demo scheduled → create Event. Issue reported → create Case. Payment confirmed → update Opportunity stage. You define the rules, we execute automatically.
Full support for custom objects and fields. During setup, we map your Salesforce schema and adapt to your configuration. Call data can be written to any field on any object. We respect field-level security and sharing rules, so users only see data they're authorized to access.
Yes to both! Sales Cloud for lead qualification, opportunity management, outbound campaigns, and sales calls. Service Cloud for case creation, customer support, satisfaction surveys, and service calls. We also work with custom Salesforce applications and Industry Clouds.
Every call creates a Task record linked to the relevant Lead, Contact, or Account. The Task includes: call duration, outcome, full transcript, sentiment analysis, and next steps. For qualified calls, we also update Lead status, Opportunity stage, and any custom fields you've configured. Everything appears in the activity timeline.
Full support for enterprise Salesforce deployments. Connect multiple production orgs, test in sandboxes before deploying to production, and maintain separate configurations per org. We handle the complexity of multi-org environments so you don't have to.
We work with all major CRMs
See how AI voice calling integrates with your Salesforce deployment. Free trial, no credit card required.
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Open in DriveBest AI voice agent pricing worldwide - from ₹4/min ($0.04) | 40% more affordable than US alternatives