Keep your CRM in lockstep with every call
EarlyBird drops transcripts, bookings, and follow-ups straight into the CRMs your team already trusts—no retyping, no missed handoffs, just real-time context where it matters.
Native CRM sync
Attach transcripts, update lifecycle stages, and assign follow-ups the moment a call wraps.
- Match callers to contacts or companies automatically
- Attach AI transcripts + recordings to the timeline
- Create tasks for reps when escalations need humans
Native CRM sync
Auto-create leads and tasks while logging transcripts to the right objects in Salesforce.
- Convert qualified callers into leads or contacts automatically
- Update opportunity stages from recorded call outcomes
- Open follow-up tasks with due dates when humans need to step in
Native CRM sync
Sync call outcomes, job bookings, and tags so dispatch never works off stale data.
- Create jobs with service type, marketing campaign, and caller intent
- Tag repeat callers or warranty work automatically
- Drop transcripts into the job record for technicians and CSRs
Native CRM sync
Keep leads, deals, and activities aligned with what customers said on the phone.
- Create or update leads with enriched caller context
- Drop call summaries on deals and contacts moments after the call
- Schedule follow-up activities based on promised actions
Native CRM sync
Block out rooms, trucks, and team members automatically whenever EarlyBird books an appointment.
- Two-way event sync across shared calendars
- Smart buffers so technicians have travel time
- Color-coded event tags that match your playbook
Native CRM sync
Route calls into the right team calendars, keep availability up to date, and sync notes for every visit.
- Supports resource mailboxes and shared calendars
- Drops transcript links inside event notes
- Respects complex working-hour rules per technician
Native CRM sync
Stay aligned even when teams haven’t moved to Microsoft 365—EarlyBird updates legacy Outlook calendars on the fly.
- Supports on-premises and hybrid Outlook setups
- Attaches call recap links for quick reviews
- Blocks personal calendars with buffer-aware events
Platform integrations
Connect EarlyBird to the systems your team already lives in
We maintain native syncs with the CRMs and scheduling stacks that keep revenue teams, dispatch, and operations aligned. No middleware, no nightly imports—just transcripts, bookings, and follow-ups where they belong.