Sysevo
Built-in CRM

Every call.One place.Automatically.

Other platforms give you a CSV and a Zapier trigger. Sysevo updates your CRM the instant a call ends. Contacts, summaries, pipeline, follow-ups. No setup required.

Contact updated the moment a call ends
No integration or manual entry required
Works for every industry on day one
Sysevo CRM
Contract signedC. Bennett · £320k
New leadA. Kowalski
2 updates
New12
AK

A. Kowalski

Inbound · 3m ago

TR

T. Rahman

2-bed · £280k

SM

S. Mills

Budget £260k

NR

N. Rogers

Studio · ASAP

4 shown+8 more
Qualified7
JW

J. Whitfield

£350k · Garden

MH

M. Harris

Pre-approved

PL

P. Lambert

Chain-free

RT

R. Turner

Moving in Aug

4 shown+3 more
Viewing5
LK

L. King

Sat 21 Jun

DP

D. Park

Fri 20 Jun

CW

C. Ward

Thu 19 Jun

3 shown+2 more
Offer3
CB

C. Bennett

£320k offer

FO

F. Owen

£298k offer

2 shown+1 more
231Calls today
3Active
87%Booking rate
1,420Contacts
4:12Avg duration

Upcoming viewings

18Jun

Property viewing

10:00am · J. Whitfield

20Jun

Viewing · D. Park

2:30pm · Altrincham

21Jun

Property viewing

11:00am · L. King

Contracts

CB
C. Bennett£320kSigned
JW
J. Whitfield£350kPending
FO
F. Owen£298kIn review

The problem

You're probably managing calls the hard way.

How it works today

Manually update your CRM after every call

Export CSV from your phone system, import elsewhere

Pay for Gong or Chorus just for call recordings

Build Zapier automations to sync data between tools

Chase your team to update contact records

Lose hours every week on admin and data entry

Miss follow-ups because nothing surfaces overdue leads

With Sysevo

Contact created or updated the moment a call ends

Full transcript and summary stored automatically

Pipeline stage advances when the agent logs an outcome

Follow-up date set before the caller has even hung up

Team notified in real time, no chasing required

Overdue leads surface in your dashboard automatically

Zero admin. You just handle the outcomes.

How it works

A call ends. Your CRM
updates itself.

In under 2 seconds, six things happen automatically. No manual data entry. No integration setup. No delay.

01

Call ends

The agent wraps up and the call disconnects.

02

Contact found or created

Phone number matched to existing record, or a new contact is created automatically.

03

Summary written

3–5 key points extracted from the full transcript. Plain English. Stored instantly.

04

Pipeline updated

The stage advances based on call outcome. No manual drag-and-drop needed.

05

Follow-up scheduled

Next action date set. Overdue leads surface automatically in your dashboard.

06

Team notified

Assigned team member gets an instant notification. Nothing falls through the cracks.

Step 1 of 6

Everything included

Built in. Not bolted on.

A full-featured CRM that lives inside the same system as your voice agents. When a call ends, the record is already updated.

Auto-created on first call

A contact record is created the moment a new number calls in. No manual entry.

Full call history

Every call logged with date, duration, outcome, and call summary. Fully searchable.

Automatic call summary

After every call, key points are extracted and stored in plain English.

Custom fields

Add industry-specific fields in Settings. Your CRM adapts to your workflow.

Tags and labels

Colour-coded tags for instant visual segmentation. Bulk tag from the contact list.

Manual notes

Team members can add notes to any contact. Timestamped and attributed.

Next action scheduling

Set a follow-up date and task. Overdue leads surface in the team dashboard.

Contact merge

When one caller has multiple numbers, merge records into a single clean profile.

Bulk actions

Tag, export, assign, or add to campaign. Apply to hundreds of contacts at once.

By the numbers

The platform built for speed.

< 2s

Contact updated after a call ends

50k+

Calls managed every month

100%

Automatic. Zero manual data entry

0

Integrations needed to get started

Why cancel everything else

One subscription.
Five tools included.

The average business using voice AI pays for 4–6 separate tools that barely talk to each other. Sysevo includes everything natively. No integrations, no syncing, no extra cost.

Save $232–$640/month vs. buying tools separately

HubSpot / Zoho CRM

~$60–$200/mo

Contact database & pipeline

Included in Sysevo

Calendly / Acuity

~$12–$40/mo

Booking automation

Included in Sysevo

Gong / Chorus

~$100–$200/mo

Call recording & transcription

Included in Sysevo

Aircall / RingCentral

~$40–$120/mo

Call management & analytics

Included in Sysevo

Zapier / Make

~$20–$80/mo

CRM automation & workflows

Included in Sysevo

By industry

A CRM built for
your industry.

Not a generic contact database. Every industry gets its own pipeline stages, dashboard views, and custom CRM fields, configured automatically the moment you select your sector. No manual setup. No template importing.

Whether you're managing property viewings, patient recalls, event bookings, or rental renewals, the pipeline stages, dashboard tools, and contact fields are already built and waiting for you.

8

industry portals

Day one

pre-configured

100%

customisable beyond defaults

Call Centre CRM

5 pipeline stages · 6 dashboard tools

Pipeline stages

Queue

In Progress

Resolved

Escalated

Closed

Dashboard tools

  • Live call monitor

    Real-time grid of active calls showing agent, caller, duration, and topic.

  • Queue depth

    See exactly how many callers are waiting. Trigger alerts at threshold.

  • SLA tracker

    % of calls answered within target time, updated in real time.

  • Agent scorecards

    Per-agent metrics: call count, handle time, resolution rate.

  • Campaign performance

    Connect rate, conversion, call attempts vs. completed per campaign.

  • Wrap-up codes

    Tag each call: Resolved / Escalated / Follow-up / Sale / Complaint.

CRM-specific fields

Issue categoryResolution statusEscalation levelSLA metFirst call resolution

Fully customisable

All fields are editable. Add, rename, or remove any field from the Settings page to match your exact workflow.

Caller memory

Your CRM grows smarter with every call.

Caller memory turns every call into context. When James calls back in March, your agent already knows who he is, what he needs, and where you left off.

Contact · James Whitfield

Call 1 of 3

Call 1 · January

First call, no prior record

New contact: James Whitfield · +44 7911 123456

Summary: Enquiring about 3-bed in South Manchester. Budget £350k.

Tags: South Manchester · £350k Budget

Agent response

“No caller feels like a stranger. No context is ever lost. Your agents get smarter with every single conversation, without anyone touching a keyboard.”

More than a contact database

A full business
operating platform.

Beyond contacts and calls, Sysevo gives you the tools to close business. Contracts, payments, proposals, and full pipeline visibility, all in one place.

Pipeline management

Visual kanban board for every contact. Custom stages per industry. Deal values, stage duration, and automated transitions, all built in.

Pipeline · Real Estate

Enquiry

James W.

£350k

Sarah L.

£280k

Viewing

Emma T.

£420k

David K.

£310k

Offer

Olivia R.

£490k

Contracts & e-sign

Create contracts directly from a contact record. Send for electronic signature. Track status. No external tool required.

Service Agreement, Vale Property
Awaiting signature
ClientVale Property Ltd
Value£2,400/year
Start date1 Sept 2026

Payment links

Generate a payment link and send it to a contact in one click. Track opens, payments, and expiry from the CRM dashboard.

Payment Link
Active

£350.00

Viewing deposit, South Manchester

Expires31 Aug 2026
Views3

Proposals

Build and send branded proposals directly from the CRM. Link to a pipeline stage. Track open rates and acceptances.

Proposal #PRO-0042
Draft

Sysevo Voice Agent Package

Includes setup, onboarding, 3 voice agents, CRM integration, and 30-day support.

$1,800

Also included in every plan

76 features

Email templates

Pre-built and custom templates. Send from any contact record in one click

Outbound sequences

Multi-step automated follow-up campaigns sent by time or trigger

Booking notifications

Instant SMS and email confirmations when appointments are created or changed

Lead scoring

AI scores every lead 1–10 based on conversation signals and behaviour

Bulk contact actions

Tag, assign, enrol in campaigns, or export hundreds of contacts at once

Custom field builder

Add any field to any contact record (text, number, date, or dropdown)

Contact lifecycle

Automatic stage progression based on call outcome and time thresholds

Duplicate detection

Automatic identification and merge of duplicate contacts and records

Feature availability varies by industry configuration. Your portal is pre-configured for your sector.

Analytics

Every number,
in real time.

36 metrics tracked automatically across every call, contact, campaign, and agent. No setup required.

Calls
Total volumeAvg durationOutcome distributionSentiment scoreVoicemail rateFirst call resolution
6 metrics
Leads
Lead score (1–10)Stage velocitySource attributionQualification rateDays in pipelineConversion rate
6 metrics
Revenue
Revenue per agentRevenue per campaignCost per qualified leadAvg deal valueMonthly recurring revenueWon vs. lost
6 metrics
Team
Calls handledAvg handle timeClose rateCalls to closeAgent utilisationTarget vs. actual
6 metrics
Campaigns
Connect rateBooking rateCampaign ROIAttempts vs. completionsA/B variant performanceDNC hit rate
6 metrics
Contacts
Engagement scoreLast activity dateRecall due dateTotal call timeTags appliedStage history
6 metrics

All metrics update in real time. Filter by date range, agent, or campaign. Export any view to CSV or schedule a report to your inbox.

Automation

Set it once.
The CRM runs it.

Rules that fire automatically on every relevant event, with no manual triggers and no external Zap required. Built in to every plan.

Included on all plans
1

When a call ends

Transcript saved, call scored, lead score updated, stage advanced

2

When a booking is created or changed

SMS confirmation + calendar invite sent to contact automatically

3

When a lead has no activity for 7 days

Recall campaign triggered. Agent places follow-up call

4

When a contact reaches "Offer" stage

Contract template queued and notification sent to the account manager

5

When a renewal date is 30 days away

Outbound call placed automatically. No manual trigger needed

6

When a payment link is opened

Contact flagged in team inbox. Rep notified to follow up

7

When an outbound call hits DNC list

Call blocked automatically, contact flagged, compliance log updated

8

When a contract is signed

Stage moved to Won, revenue attribution updated, team notified via Slack

Email & Communications

Your team's inbox, CRM, and campaign tool, unified.

Every email thread is linked to a contact record. Every campaign tracks opens, replies, and outcomes. No separate email tool.

Team Inbox

Shared inbox for every contact flagged for follow-up. Any team member can pick up and action.

Email Campaigns

Build and send targeted campaigns to any segment of your contact database. Track every open and reply.

Email Templates

Pre-built and custom templates for outreach, follow-up, and nurturing. Personalise with CRM data.

Campaign Automations

Trigger email sequences on CRM events such as lead stage change, call outcome, and contract signed.

Campaign Analytics

Open rates, click-through, reply rates, and conversions tracked per campaign and per contact.

Contact Segmentation

Filter by any field (industry, stage, last contact, lead score) and email that exact segment.

Finance & Documents

Invoices, contracts, and payment links, built in.

No Stripe dashboard, no DocuSign tab, no Xero detour. Issue contracts, collect payments, and track revenue, all inside the CRM.

Digital Contracts

Create, send, and track contract acceptance. Templates for every common agreement. Signed contracts stored against the contact.

Payment Links

Generate a payment link and send it during or after a call. Track status in the CRM. Reconcile against the deal.

Invoicing

Professional invoices for retainers, project fees, or one-off work. Link to clients, send by email, mark as paid.

Deals Pipeline

From offer accepted to completion, every deal is tracked through your custom stages with value and close date.

Revenue Reporting

Real-time revenue across all open and closed deals. Filter by period, agent, or product type.

Compliance Archiving

Every contract, invoice, and payment log is stored with a full audit trail. Export on request.

How teams use it

Real businesses.
Real results.

From property agencies to vet practices to outbound call centres, here is how teams across industries use Sysevo every day.

Real Estate
12-agent agency · Manchester · Est. 2019

"12 agents. 300 live leads. Every viewing booked automatically."

A mid-size estate agency replaced HubSpot and their call-recording tool with Sysevo. Every enquiry now triggers an automatic qualification call, the lead is scored, and viewings are booked without an agent lifting a phone.

40% more viewings booked

vs. manual qualification

0 missed follow-ups

all surfaced automatically

$380/mo saved

tool consolidation

Live pipeline

Live
SC
Sarah ChenOffer sent
MJ
Marcus J.Viewing booked
ET
Emma T.Qualified
DK
David K.Enquiry
This month12 viewings booked
Veterinary
2-vet practice · Bristol

500 patients. Two vets. Zero missed vaccinations.

A two-vet practice automated recall outreach for vaccination reminders, appointment confirmations, and post-treatment follow-ups. Their AI now handles 90% of incoming booking calls.

90% recall rateup from 60%
3× fewer no-showsautomated reminders
4 hrs/week savedon admin calls
Call Centre
BPO · 15 clients · Manchester

10,000 calls/month. Every one logged, scored, and actioned.

A BPO running campaigns for 15 clients moved entirely onto Sysevo. Full campaign analytics, per-agent scorecards, and DNC compliance. No extra tooling required.

74% connect rateacross all campaigns
23% qualification rate2× industry average
Zero DNC incidentsauto-checked every call

Why Sysevo

One tool.
Zero compromises.

Most teams juggle a CRM for contacts, a call platform for transcripts, and another tool for contracts. Sysevo replaces all three, without the integration headaches or per-seat sticker shock.

Sysevo

Standard CRM

Call Tool only

Contact auto-created after every call
Included
Not included
Not included
Full call transcript stored in CRM
Included
Not included
Included
AI call summary (3-5 key points per call)
Included
Not included
Paid
Caller memory on repeat calls
Included
Not included
Not included
Pipeline & deal tracking
Included
Included
Not included
Outbound campaign dialler
Included
Add-on
Not included
Booking & appointment notifications
Included
Add-on
Not included
Contracts & electronic signature
Included
Paid
Not included
Payment links built in
Included
Paid
Not included
Industry-specific dashboards
Included
Not included
Not included
Voice AI agents included
Included
Not included
Not included
DNC compliance built in
Included
Not included
Not included
No integration setup needed to start
Included
Not included
Not included
Guided onboarding included
Included
Included
Not included

Based on standard published plan tiers. Features may vary.

Book a demo →

Data & Privacy

Your data.
Your rules.

Built for regulated industries where data handling is non-negotiable. Compliant by default, not by configuration.

GDPR-ready out of the box

Data processed and stored in line with GDPR. Deletion on request, verbal or API-triggered. No configuration required.

Immutable activity audit log

Every change to every contact, pipeline stage, or record is logged. Who did it, what changed, and when. Cannot be edited or deleted.

DNC list compliance, automatic

Do-not-call list checked before every outbound call. No manual checks. Violations are blocked, logged, and flagged.

Role-based access control

Admins, managers, and agents each see only what they need. Sensitive records, billing data, and exports are access-controlled.

Your data. You own it

Export everything at any time: contacts, call history, transcripts, analytics, contracts. No data lock-in.

Team

Built for your
whole team.

From the agent on the phone to the manager reviewing performance, every role has exactly what it needs. Nothing it doesn't.

01

Team inbox

A shared view of every contact flagged for follow-up. Any team member can pick up, action, and close. No lead falls through.

02

Agent scorecards

Calls handled, average duration, conversion rate, and sentiment score per agent, per day. Spot top performers and training gaps instantly.

03

Manager dashboard

Real-time view of live calls, queue depth, campaign performance, and team-wide conversion, all on a single screen.

04

Role-based permissions

Agents see their contacts and calls. Managers see their team. Admins see everything. No accidental access to sensitive data.

05

Activity audit log

Every action by every user is logged. Review who changed a contact, updated a stage, or exported data, and exactly when.

06

Goal tracking

Set weekly or monthly targets per agent or team. Track progress vs. actual in the dashboard without a separate BI tool.

07

Multi-agent assignment

Assign any contact to any agent or team. Reassign in bulk. Transfer mid-campaign with full context carried forward.

08

Unlimited seats

Add as many users as you need — no per-seat charges. One account, your whole team.

Integrations

Connects to everything.

Sysevo's CRM works out of the box with zero integration setup. When you're ready to connect external platforms, every major tool is supported, and we add new integrations regularly.

No integration required to start

Every feature on this page — contacts, pipelines, call history, transcripts, analytics — works on day one. Integrations are optional additions for syncing with external tools.

Live now

Google Calendar

Book appointments into a shared Google Calendar directly from any agent call.

Outlook Calendar

Sync appointment bookings with Microsoft Outlook and Exchange.

Slack

Get instant Slack notifications when a new lead comes in, a booking is made, or a deal is won.

Make (Integromat)

Build powerful multi-step automations connecting Sysevo to 1,000+ apps via Make.

Zapier

Connect Sysevo to 6,000+ apps without writing a single line of code.

Google Sheets

Auto-export contacts, call logs, and campaign results into a live Google Sheet.

Webhooks

Push any CRM event (call ended, stage changed, contact created) to any external URL.

n8n

Open-source workflow automation. Connect Sysevo to any tool via self-hosted n8n.

Twilio

Use your own Twilio phone numbers and routes with Sysevo voice agents.

GoHighLevel

Keep GoHighLevel contacts in sync with every call outcome and pipeline stage change.

Platform access

REST API

Full REST API access. Read, write, and delete any CRM record programmatically.

Coming soon

HubSpot

Two-way sync with HubSpot CRM contacts and deals.

Soon

Salesforce

Push enriched contact data and call notes into Salesforce.

Soon

Zoho CRM

Keep Zoho in sync with every call, contact, and pipeline change.

Soon

ActiveCampaign

Sync contact engagement and trigger email automations based on call outcomes.

Soon

Pipedrive

Push qualified leads and call notes directly into Pipedrive deals.

Soon

New integrations added regularly. Request one via the dashboard.

Developer & API

Build on Sysevo.
Or bring your own stack.

Full REST API access to every CRM record, call, and contact. Trigger AI agent calls programmatically, receive webhooks on every event, and build workflows in any language.

REST APIWebhooks
POST /v1/calls/trigger
Authorization: Bearer sk_live_...

{
  "contact_id": "cnt_9f2a1b4c",
  "agent_id": "agt_hotel_concierge",
  "from_number": "+44 7700 900123",
  "variables": {
    "booking_ref": "HTL-2847",
    "customer_name": "James Kellerman"
  }
}

// Response
{
  "call_id": "cal_8d3e5f1a",
  "status": "queued",
  "estimated_start": "2026-07-12T14:30:00Z"
}

REST API

Full CRUD access to contacts, calls, and campaigns

Webhooks

Real-time event delivery for call start, end, outcome

Sub-accounts

White-label and multi-tenant architecture support

API Rate Limits

Configurable per environment

FAQ

Common questions

Still have questions? Talk to us

Get started today

Your CRM. Your callers.
One platform.

Book a demo and see it on your business. Your agents and your CRM, done for you.

Trusted by teams handling over 50,000 calls per month