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.
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
Inbound
Five ways in.One queue out.
People reach you however suits them, and every one of those routes ends in the same place: one queue, scored, deduplicated, and ready to promote into a real lead.
Voice agents
Somebody rang your number, or pressed the call button on your website. The transcript, the summary and what they actually wanted come with it.
Booking links
They booked a slot themselves, so the enquiry and the appointment arrive together.
Forms
A published form or one embedded in your own site. Every answer they gave is on the record.
An enquiry that arrived in the inbox, read and filed like the rest rather than sitting unread.
Webhooks
Anything else that can make an HTTP request: a portal, a marketplace, a chat widget, your own software.
One script on your website
Drop the embed on your site and a visitor gets a call button, a chat launcher, or both from the same launcher. Set the label, the position and the colour to match your site. Configure neither and it renders nothing at all.
- Call button
- Chat launcher
- Your label
- Your position
- Your colour
Each channel is yours to name, colour and order. Rename one and nothing about how it behaves changes.
One queue, whatever the channel
A call, a form and a booking from the same person are one entry, not three.
Scored before you open it
Hot, warm, cool or cold, from what was said and what happened next.
The signals sit at the top
The time they asked to be booked, the sentiment, the objection they raised. Not buried in a field grid.
Promoted when it is worth it
Convert to a lead by hand, or let a channel do it automatically once it clears your quality gate.
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
1
Place every call and contact lives
100%
Automatic. Zero manual data entry
0
Integrations needed to get started
Why cancel everything else
One subscription.
Everything included.
A CRM, a scheduler, a phone system, a recorder, a dialer, a texting tool, e-signature, forms, docs, file storage, even the finance ledger. Most businesses running voice AI are stitching together a dozen point tools for this. Sysevo includes it natively. No integrations, no syncing, no extra cost.
Save ~$2,812/month vs. buying tools separately, across every plan
HubSpot / Zoho / Pipedrive
~$245/mo avg
CRM & pipeline
Included in Sysevo
Calendly / Acuity
~$57/mo avg
Booking & scheduling
Included in Sysevo
Otter / Fireflies / Avoma
~$131/mo avg
Call recording & transcription
Included in Sysevo
Aircall / RingCentral / JustCall
~$232/mo avg
Cloud phone system & call analytics
Included in Sysevo
Zapier / Make
~$69/mo avg
Workflow automation
Included in Sysevo
SimpleTexting / EZTexting / Textline
~$171/mo avg
Two-way business texting
Included in Sysevo
DocuSign / PandaDoc / Dropbox Sign
~$207/mo avg
E-signature & contracts
Included in Sysevo
PhoneBurner / ReadyMode / Aloware
~$659/mo avg
Outbound dialer & campaigns
Included in Sysevo
Clari Copilot / Avoma
~$250/mo avg
AI call scoring & coachingGrowth+
Included in Sysevo
Typeform / Jotform
~$91/mo avg
Forms & submissions
Included in Sysevo
Dropbox / Box
~$76/mo avg
File storage & documents
Included in Sysevo
Asana / Trello / Monday.com
~$44/mo avg
Task & project management
Included in Sysevo
Slack / Zoom
~$62/mo avg
Team chat & video calls
Included in Sysevo
Notion / Confluence / Coda
~$74/mo avg
Docs & team workspace
Included in Sysevo
QuickBooks / Xero / FreshBooks
~$145/mo avg
Finance & accounting, multi-currencyCommand+
Included in Sysevo
Precoro / Tradogram
~$299/mo avg
Procurement & supplier approvalsCommand+
Included in Sysevo
How these averages are calculated
Each figure is a straight average of 2–3 real, currently published prices for well-known tools in that category (checked August 2026), not the cheapest or the most expensive one. Assumes a 4-person team where a tool charges per seat; flat platform plans are used as published. Enterprise or quote-only tools (like Gong, Chorus, Podium, Procurify, and NetSuite, all custom-priced) were excluded rather than estimated. Rows marked Growth+ or Command+ aren't on every Sysevo plan. See the full plan comparison. A few Sysevo capabilities aren't costed into this list or the total above: lead sourcing, email campaigns, the AI email responder, review requests and proposals are all live on Growth and Command; landing pages and funnels are still to come. Prices change, so this is directional, not a quote for your business.
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
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
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
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.
Also included in every plan
76 featuresEmail 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.
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 plansWhen a call ends
Transcript saved, call scored, lead score updated, stage advanced
When a booking is created or changed
SMS confirmation + calendar invite sent to contact automatically
When a lead has no activity for 7 days
Recall campaign triggered. Agent places follow-up call
When a contact reaches "Offer" stage
Contract template queued and notification sent to the account manager
When a renewal date is 30 days away
Outbound call placed automatically. No manual trigger needed
When a payment link is opened
Contact flagged in team inbox. Rep notified to follow up
When an outbound call hits DNC list
Call blocked automatically, contact flagged, compliance log updated
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.
Beyond the pipeline
Where the team actually works.
A CRM is where deals live. Chat, Atlas, and Vault are where the work around those deals actually happens, built in, so nobody's juggling Slack, Notion, and Dropbox on top of the CRM.
Chat
Internal DMs, channels, and video calls, with slash commands that turn a conversation straight into action.
Atlas
A real workspace for docs, sheets and schedules, built into the platform, not a separate app your team has to remember to open.
Vault
Secure, encrypted document storage, organised into folders, with sharing you can actually control.
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.
"Every enquiry qualified. Every viewing booked automatically."
An 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.
More viewings booked
vs. manual qualification
0 missed follow-ups
all surfaced automatically
Two tools retired
CRM and call recording
Live pipeline
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 the routine booking calls.
Every call logged, scored, and actioned.
A BPO running multi-client campaigns moved entirely onto Sysevo. Full campaign analytics, per-agent scorecards, and DNC compliance. No extra tooling required.
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
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.
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.
Agent scorecards
Calls handled, average duration, conversion rate, and sentiment score per agent, per day. Spot top performers and training gaps instantly.
Manager dashboard
Real-time view of live calls, queue depth, campaign performance, and team-wide conversion, all on a single screen.
Role-based permissions
Agents see their contacts and calls. Managers see their team. Admins see everything. No accidental access to sensitive data.
Activity audit log
Every action by every user is logged. Review who changed a contact, updated a stage, or exported data, and exactly when.
Goal tracking
Set weekly or monthly targets per agent or team. Track progress vs. actual in the dashboard without a separate BI tool.
Multi-agent assignment
Assign any contact to any agent or team. Reassign in bulk. Transfer mid-campaign with full context carried forward.
Unlimited seats
Add as many users as you need, with 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, from contacts and pipelines to call history, transcripts and 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.
Salesforce
Push enriched contact data and call notes into Salesforce.
Zoho CRM
Keep Zoho in sync with every call, contact, and pipeline change.
ActiveCampaign
Sync contact engagement and trigger email automations based on call outcomes.
Pipedrive
Push qualified leads and call notes directly into Pipedrive deals.
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.
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
Everything included
The CRM is one part of it. Here's the rest.
Everything below is in your account from day one, built in and switched on, with no separate service to buy or connect. This is what you get for your money.
The rest of the business
One queue for every way in
Calls, forms, booking links, email and anything posting to a webhook land in a single inbound queue, scored hot to cold, deduplicated, and promoted to a real lead when they are worth it.
A CRM that fills itself
Leads and contacts flow in from every call automatically, auto-placed in the right pipeline stage from the call’s outcome.
Booking links that actually book
Share a public link, let people pick a slot inside your real availability, and keep your calendar feeds in sync.
Your inbox, inside the platform
Connect Gmail, Outlook or another provider and work your email from here, and every message links back to the right lead.
An email responder that drafts the replyGrowth+
Enquiries come back with a draft already written from the contact and their history, for you to send, edit or ignore.
Guest relations, for the people who complain
Complaints, apologies and the do-not-contact decisions that follow, recorded against the person rather than in somebody’s memory.
Audiences you build onceGrowth+
Segment contacts on what they did, what they said and where they came from, then point a campaign or a sequence at the result.
A help desk your customers can use
Tickets, replies and an AI assistant, configured under your own branding, so support is part of the same system rather than a separate inbox.
Campaigns and sequencesGrowth+
Bulk email campaigns and multi-step drip sequences with open and click tracking, plus stage-triggered emails from your pipeline.
Checkout and payments, built in
Create payment links, take checkout payments across six providers, and embed payment widgets anywhere.
E-signature that is actually built in
Send a contract, get it signed, and every signature is timestamped and logged, with no separate e-sign tab.
A form builder, and every submission
Build a form, publish it, and turn any submission into a CRM lead in one click.
Somewhere real to keep documents
Store, organise and share files, with expiring links when something needs to go outside the team.
Team chat that does more than message
DMs, channels and video calls, plus slash commands that create a task or book a meeting without leaving the conversation. Meetings get analysed afterward too.
A real workspace for docs and planning
Write and co-edit documents and structured pages with your team, comment inline, and keep a version history, built in rather than bolted on.
Tasks and reminders, for everyone
A shared task board and reminders that can be personal or visible to the whole team.
Bring your own leads in, too
Import a contact list by CSV, ready to work in minutes.
Or let the platform source themGrowth+
Point it at a market and it finds and enriches leads for you.
One picture, not three dashboards
Calls, CRM activity and revenue, reported together rather than scattered across separate tools.
Role-based access for the team
A handful of role presets decide who sees what, rather than one shared login for everyone.
A finance ledger with real reportingCommand+
Multi-currency accounts, invoicing, forecasting and exportable financial reports. The numbers side of the business, handled.
Procurement without the spreadsheetCommand+
Purchase orders, supplier records and expense claims, with approval rules you set.
Proposals that track themselves
Branded, live proposal links you can password-protect, with analytics showing what the client actually read before they signed.
Quotes that turn into invoices
Build a quote, send it, and let an accepted one carry straight through to the invoice and the payment without being retyped.
Reports you can build yourselfGrowth+
Calls, pipeline, revenue and team activity, reported on the dimensions you care about rather than a fixed template.
Review requests that go out on their ownGrowth+
Ask the customers most likely to leave a good review, at the moment the job is done, and see every review in one place.
Targets, leaderboards and alertsGrowth+
Set targets per person or team, watch the trend, and get told when something moves in the wrong direction rather than finding out at month end.
No add-ons, no second subscription, nothing to wire together yourself. It is one platform and one bill. Everything unmarked is on every plan; a handful of the heavier modules open up further up the tiers, and those are marked above. See what each plan includes.
This is the part of the platform this page is about. See everything else it comes with.
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.
Built for teams who want every call to land in one place
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