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AI Voice Agent Cloud Telephony

Bodhi Talk is CRML's Salesforce-native AI Voice Agent and Cloud Telephony solution — built to automate conversations, unify calling operations, and sync every interaction directly into your CRM. From intelligent inbound call handling and outbound campaign automation to click-to-call, IVR flows, and real-time CTI screen pops — it works across 30+ languages with zero third-party dependency. One platform. Every call. Fully inside Salesforce.

Features

Features

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AI-Powered Inbound Call Handling

Bodhi Talk's AI voice agent answers inbound calls autonomously — understanding caller intent, responding contextually, and routing to the right team without any human intervention for routine queries.

AI-Powered Inbound Call Handling
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AI-Powered Inbound Call Handling

  1. Bodhi Talk's AI voice agent answers inbound calls autonomously — understanding caller intent, responding contextually, and routing to the right team without any human intervention for routine queries.
  2. The AI agent understands natural language without scripted DTMF menus — callers simply speak their query and the agent responds with accurate, contextual answers pulled from live Salesforce data.
  3. Returning callers are identified automatically — the agent greets them by name, references their last interaction, and picks up the conversation with full CRM context already loaded
  4. Calls requiring human intervention are escalated with a warm handoff — the live agent receives full context on their screen before they even say hello, eliminating the need for the customer to repeat themselves.
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Outbound Campaign Automation

Run large-scale outbound calling campaigns — for lead follow-ups, payment reminders, appointment confirmations, or promotional offers — fully automated and triggered directly from Salesforce workflows.

Outbound Campaign Automation
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Outbound Campaign Automation

  1. Run large-scale outbound calling campaigns — for lead follow-ups, payment reminders, appointment confirmations, or promotional offers — fully automated and triggered directly from Salesforce workflows.
  2. Campaigns are launched directly from Salesforce — no manual dialling lists, no third-party diallers, no separate tools. The AI agent conducts the full conversation and logs every outcome back to the CRM record in real time
  3. Dynamic scripting ensures the agent adapts its conversation based on the contact's profile, history, and campaign objective — not a one-size-fits-all recorded message
  4. Post-call disposition, follow-up tasks, and next-step workflows are triggered automatically based on conversation outcome — ensuring zero manual effort from your team after each call batch
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Click-to-Call & CTI Screen Pop

Sales and service agents can initiate calls directly from within Salesforce with a single click — and every incoming call triggers an instant screen pop showing the caller's complete CRM profile before the agent answers.

Click-to-Call & CTI Screen Pop
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Click-to-Call & CTI Screen Pop

  1. Sales and service agents can initiate calls directly from within Salesforce with a single click — and every incoming call triggers an instant screen pop showing the caller's complete CRM profile before the agent answers.
  2. Click-to-call works seamlessly across Leads, Contacts, Accounts, and Cases — making outbound calling faster, more consistent, and fully logged without any manual effort
  3. nbound CTI screen pop displays the caller's full Salesforce record — open cases, last interaction, account status, outstanding payments — the moment the call connects, so agents are prepared before they speak.
  4. Every call — inbound and outbound — is automatically logged to the associated CRM record with timestamp, duration, agent name, and call notes, ensuring a complete interaction history at all times.
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IVR Flow Builder

Design and deploy custom IVR menus without writing a single line of code — multi-level call routing, business hours logic, holiday menus, and escalation paths, all built directly from a Salesforce-native flow designer.

IVR Flow Builder
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IVR Flow Builder

  1. Design and deploy custom IVR menus without writing a single line of code — multi-level call routing, business hours logic, holiday menus, and escalation paths, all built directly from a Salesforce-native flow designer.
  2. A drag-and-drop IVR builder lets your team configure call routing flows, queue logic, and escalation paths without IT involvement — changes can be published instantly with zero downtime.
  3. IVR flows connect to live Salesforce data — for example, a caller selecting "payment status" gets their actual outstanding balance read out by the system, pulled directly from their CRM record in real time.
  4. Multiple IVR trees can be maintained simultaneously — for different products, regions, or campaigns — and switched dynamically based on business rules configured in Salesforce.
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30+ Language Support

Bodhi Talk supports over 30 Indian and international languages — enabling your team to engage customers in their preferred language without additional headcount or regional call centre infrastructure.

30+ Language Support
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30+ Language Support

  1. Bodhi Talk supports over 30 Indian and international languages — enabling your team to engage customers in their preferred language without additional headcount or regional call centre infrastructure.
  2. Covers all major Indian regional languages including Hindi, Tamil, Telugu, Kannada, Marathi, Bengali, Gujarati, and Punjabi — alongside English — with natural-sounding AI speech in each.
  3. Language is auto-detected from the caller's speech at the start of the call — no manual selection required from the customer, making the experience seamless from the first word.
  4. Particularly valuable for pan-India field sales teams, pharma MR operations managing rural HCP coverage, and BFSI customer service teams handling diverse regional borrower and policyholder bases.
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Call Recording & AI Transcription

 Every call is automatically recorded, transcribed, and attached to the relevant Salesforce record — giving managers complete visibility into conversation quality without listening to hours of audio.

Call Recording & AI Transcription
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Call Recording & AI Transcription

  1.  Every call is automatically recorded, transcribed, and attached to the relevant Salesforce record — giving managers complete visibility into conversation quality without listening to hours of audio.
  2. Transcripts are fully searchable — managers can filter by keyword, agent name, call outcome, or date range to locate specific conversations instantly without replaying recordings
  3. AI-powered sentiment analysis flags calls containing negative sentiment, escalation language, or unresolved outcomes — enabling proactive quality management and targeted coaching
  4. Recordings and transcripts are stored securely, linked directly to the Salesforce Lead, Contact, or Case, and accessible in one click — with configurable retention policies to meet enterprise data governance requirements.
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Appointment Scheduling & Reminder Automation

Bodhi Talk schedules, confirms, and reschedules appointments autonomously over voice — sending confirmations and reminders via WhatsApp or SMS without any human involvement

Appointment Scheduling & Reminder Automation
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Appointment Scheduling & Reminder Automation

  1. Bodhi Talk schedules, confirms, and reschedules appointments autonomously over voice — sending confirmations and reminders via WhatsApp or SMS without any human involvement
  2. Callers request appointments by speaking naturally — the AI checks real-time Salesforce availability and books the slot instantly
  3. Automated reminders are triggered 24 hours and 1 hour before the appointment, reducing no-shows without any manual follow-up.
  4. Rescheduling and cancellations are handled conversationally — the CRM record updates instantly and the freed slot becomes available for new bookings.
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Pre-Built Industry Use Cases

Bodhi Talk ships with ready-to-deploy use case templates across key industries — so your team goes live faster without starting from scratch

Pre-Built Industry Use Cases
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Pre-Built Industry Use Cases

  1. Bodhi Talk ships with ready-to-deploy use case templates across key industries — so your team goes live faster without starting from scratch
  2. Pharma & Healthcare — MR territory call automation, patient appointment reminders, HCP engagement follow-ups, and sample tracking notifications.
  3. Real Estate — Site visit scheduling, buyer payment reminders, demand letter notifications, and broker lead follow-up campaigns.
  4. BFSI & Manufacturing — EMI reminder calls, loan status updates, dealer scheme nudges, and service engineer dispatch confirmations — all pre-configured and ready to deploy.
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Real-Time Call Analytics & Dashboards

Get full visibility into your calling operations — call volumes, agent performance, campaign outcomes, and AI resolution rates — on a single live Salesforce dashboard.

Real-Time Call Analytics & Dashboards
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Real-Time Call Analytics & Dashboards

  1. Get full visibility into your calling operations — call volumes, agent performance, campaign outcomes, and AI resolution rates — on a single live Salesforce dashboard.
  2. Track inbound and outbound call volumes, average handle time, first-call resolution rate, and escalation frequency — all refreshed in real time.
  3. Campaign-level reports show connect rate, conversation outcome, and CRM update status — giving campaign managers a clear view of what's working.
  4. Agent performance scorecards are available out-of-the-box — helping team leads spot coaching opportunities without any manual report building.
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Automatic Post-Call CRM Sync

Every call — AI-handled or live agent — is automatically synced to Salesforce. Disposition, notes, next steps, and follow-up tasks are logged the moment the call ends, with zero manual effort.

Automatic Post-Call CRM Sync
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Automatic Post-Call CRM Sync

  1. Every call — AI-handled or live agent — is automatically synced to Salesforce. Disposition, notes, next steps, and follow-up tasks are logged the moment the call ends, with zero manual effort.
  2. AI-handled calls update the CRM record with conversation summary, caller intent, and outcome — instantly, as soon as the call ends.
  3. Live agent calls trigger an auto-disposition screen — the agent picks the outcome and any follow-up action is logged to the record in one click.
  4. Follow-up tasks, callback reminders, and workflow triggers are created automatically based on call outcome — no lead or case slips through after a call.
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