01 / The challenge
The phone experience depended on several systems working together reliably. Routing, captured lead context, CRM actions, and new requirements had to be refined without losing the working call path.
Sales & CRM Automation
Live Phone AI - Call Routing, Lead Capture, and CRM Automation
A live AI phone system connecting Vapi, Twilio, GoHighLevel, call routing, lead capture, and workflow automation.
Project result
A live phone workflow connecting calls, leads, routing, and CRM actions
Client buildCall routingLead captureCRM workflow
Live
phone workflow
4
connected systems
Phase 2
extension ready
02 / Our approach
We implemented and iterated the voice flow, Twilio routing, GoHighLevel integration, lead capture, and automation while troubleshooting edge cases and incorporating feedback throughout delivery.
03 / The result
The delivered milestone established a solid working foundation for the next phase, with the core phone, lead, CRM, and automation path connected and ready to extend.
04 / What shipped
01
Vapi conversation flow and Twilio phone routing
02
Lead capture, qualification, and GoHighLevel updates
03
Troubleshooting, feedback cycles, and a foundation for expansion
Client feedback
“Responsive, professional, and committed to helping bring this project to life.”