Venlyn OS Mobile CRM & Voice Agent
The Client
A software-as-a-service providing operational tools specifically designed for field service businesses in the United States.
The Issue
US-based service businesses (like home repair, plumbing, and HVAC) often lose leads because technicians are on the job and cannot answer the phone. They needed a mobile-first way to manage clients while automating the initial intake.
Field workers are constantly mobile. Traditional desktop CRMs were useless to them, and missed phone calls equated to directly lost revenue. They required a system that acted as a virtual receptionist and a pocket-sized operations center.
The Solution
AI Voice Receptionist
Trained an AI model to handle service inquiries, answer standard pricing questions, and book calendar slots seamlessly over the phone.
Mobile CRM Application
Built a native mobile app allowing technicians to view their daily schedule, review AI-transcribed call notes, and manage client details.
Automated Dispatching
Linked the voice agent's calendar bookings directly to technician routes and availability schemas.
Business Impact & Benefits
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