Customers want to talk with real people. So real people close every deal, with live AI help on the call, and AI agents handling the busy work before, during, and after. Drafting, dialing, scheduling, summarizing, syncing. One AI-Agent-Native product. Calls, CRM, and agents in one.
The rep qualifies, builds rapport, lands the verbal yes. Then hands the call to AI and moves to the next lead. AI finishes the logistics, the scheduling, and the read-back on the same line. One call, one record, no callback.
Human takes the opening. Builds rapport. Confirms intent. Gets the verbal yes. The trust moment customers want from a real person.
AI takes the line. Captures the address, the system age, the visit window. Reads back the estimate. The rep is already on call #2. No callback, no re-introduction.
Customer asks to bundle the duct cleaning at a discount. AI parks the call, pings the rep. The rep returns with the full transcript and the bundle pricing already on-screen.
Inbound triage. Cold outbound. Qualification. Voicemail rescue. Status-update calls. The repetitive dialing nobody became a salesperson to do.
AI WORKING · HUMAN FOCUSEDCustomers want to talk with people. The rep takes the trust moment with AI sitting next to them: live transcript, suggestions, lookups, drafts. Once the verbal yes is in, the rep hands off and AI finishes the tail on the same call.
HUMAN CLOSES · AI FINISHESSummaries. Drafted follow-ups. Calendar invites. Stage updates. Sequences enrolled. CRM filled. Stripe invoiced. The drudgery that eats half a rep's day, gone.
AI WORKING · HUMAN OFF SHIFTEvery shop with calls and a pipeline runs two products today: Monday for the board, OpenPhone for the line. We rebuilt both inside one data model. AI agents work the board. People take the close moments on the calls. Both edit the same record, in real time.
| Job ID ▾ | Customer | Status | Tech | Last Call | Visit | Value | Service · City | + | |
|---|---|---|---|---|---|---|---|---|---|
| NHA-4218 | TWTheo Whitman | Live call · 02:18 | MR | just now | May 5 · AM | $189 | AC tune-up · Wauwatosa WI | ||
| NHA-4201 | LPLila Park | Contacted | PS | 8:26 AM | May 4 | $1,420 | Furnace install · Oak Park IL | → | |
| NHA-4202 | CMCarla Mendoza | Contacted | MR | 8:53 AM | May 6 | $2,890 | Heat pump · St. Paul MN | → | |
| NHA-4203 | JFJamie Foster | Contacted | JC | 10:07 AM | May 7 | $310 | Maintenance · Madison WI | → | |
| NHA-4204 | WOWendell Ortiz | Needs Follow-Up | PS | 12:43 PM | May 9 | $4,750 | AC + duct · Fort Wayne IN | → | |
| NHA-4205 | SRSasha Rhee | Needs Follow-Up | AK | 12:59 PM | May 8 | $890 | AC repair · Schaumburg IL | → | |
| NHA-4206 | BVBrendan Voss | Voicemail | MR | 1:15 PM | May 5 | $620 | Diagnostic · Ann Arbor MI | → | |
| NHA-4207 | YAYusuf Aydin | — Set status | AK | no call yet | — | $1,180 | Mini-split · Grand Rapids MI | → | |
| NHA-4208 | MCMaya Costa | AI working | PS | 2:48 PM | May 11 | $3,540 | Furnace replace · Carmel IN | → | |
| NHA-4209 | EBEthan Briggs | Booked | AK | 1:27 PM | May 4 | $260 | Tune-up · Rochester MN | → |
The pipeline view. Sortable, filterable, group-by-able, bulk-actionable.
Same record, different shape. Drag between stages. Status auto-syncs.
SMS · voice · email · all threaded. Same record, conversation view.
The moment of truth. Real-time transcript, AI coach, mid-call handoff.
Every board cell is a doorway. The contact, the deal, the conversation, open in one click from anywhere.
Call dispositions, AI extractions, sentiment, next-step suggestions, written to the row the moment the call ends.
Drag a card on the kanban. The next time AI dials this lead, the new stage is in the prompt. No re-briefing.
Right rail in the call center. Cell in the board. Column in the kanban. Anywhere. Real-time, two-way, conflict-free.
Four capabilities, one division of labor. Reps own the trust moment. AI does everything else: qualifying outbound, finishing the tail of each call, drafting follow-ups, dialing the next list, summarizing, syncing. Real conversations, zero drudgery.
Real-time transcription. On-screen suggestions (“ask about timeline”). Instant lookups from your pricing or knowledge base. AI fills the CRM form while the rep talks.
While the rep is live on call 1, AI is dialing 2, drafting follow-up for 3, qualifying the inbound that just rang, scheduling tomorrow. Hot lead? Warm transfer.
“Qualify last week's leads, book the warm ones on my calendar.” Rep wakes up to a curated queue: what AI did, what it learned, who's ready for a human conversation.
Rep opens, qualifies, lands the close, hands to AI, walks to the next call. AI takes a cold call. When value spikes, it pulls a rep in, live, with full context.
Every action in call-crm is a tool. Reps use the UI. AI agents use MCP, CLI, and API. Same surface, same data, same permissions, from day one, on purpose, not bolted on after.
| MCP capability | Quo | Monday | Alyo |
|---|---|---|---|
| Read deals + pipelines | ○ | ● | ● |
| Read call transcripts | ● | ○ | ● |
| Place a call from an agent | ○ | ○ | ● |
| Live call state · stream events | ○ | ○ | ● |
| Transfer call · AI ↔ human | ○ | ○ | ● |
| Inject coach note mid-call | ○ | ○ | ● |
| Dispatch a workflow | ○ | ● | ● |
| Open-source SDKs | ○ | ○ | ● |
OAuth 2.0 + PKCE. Compatible with Claude Code, Claude Desktop, ChatGPT, Cursor, Windsurf, Cline. Free on every tier.
TypeScript and Python clients on GitHub. Apache 2.0. Streaming events, async-first, fully typed. callcrm-mcp-ts · callcrm-mcp-py.
“Find at-risk deals and follow up overnight” is a single prompt. The agent has the same tools your reps do. Nothing privileged. Nothing internal.
Below: a live session where an agent finds at-risk deals, dispatches a follow-up workflow, watches for hot signals, and pulls the rep into a live call. Every line is a real MCP tool call. The same tools your reps use through the UI.