# CRM for AI phone calls: contacts, bookings, orders · Vaakyo > Vaakyo's built-in CRM works inside your AI voice agent's calls: it knows the caller, answers price and stock, books free slots, takes orders and saves every… Source: https://vaakyo.com/crm Built-in CRM # The CRM your **phone agent fills in** Contacts, catalog, bookings and orders that your voice agent reads and writes during the call. Nothing to fill in afterwards. [Start free](https://console.vaakyo.com/signup) [See how it works](#on-the-call) CRM › Contacts Contacts 12 Products 10 Bookings 10 Orders 7 Contacts Catalog Bookings Orders Name Stage - Fatima Sheikh Ordered - Karthik Menon Repeat Buyer - Arjun Mehta Interested - Meera Joshi Ordered - Kavya Reddy Ordered - Sneha Iyer Repeat Buyer - Rohan Das Lost - Vikram Singh New On the call ## It works the CRM **while it talks** A caller orders a handbag and changes the colour before saying yes. The agent checks your catalog, places the order, and only the confirmed version is saved. Cart Recovery Outbound 1:16 1. 0:02 Meera · agent Hi Fatima, this is Meera from SwiftKart. How can I help? 2. 0:07 Fatima Do you have the leather handbag? In tan, please. 3. 0:09 crm\_search\_catalog 4 ms Leather Handbag · Tan, Black · ₹2,499 · 7 in stock 4. 0:12 Meera · agent Yes, 2,499 rupees. One in tan, cash on delivery. Shall I place it? 5. 0:18 Fatima Make it black instead. Then yes, place it. 6. 0:18 ↺ Edited before saving Colour Tan → Black 7. 0:20 crm\_place\_order 23 ms Order #10 · 1 × Leather Handbag, Black · cash on delivery 8. 0:22 Meera · agent Done. Order 10, in black. You'll pay when it arrives. Fatima Sheikh +91 98XXX XX745 Ordered Order #10 1 × Leather Handbag, Black ₹2,499 Payment Cash on delivery Deliver to 12 Hill Road, Bandra West Source This call · 0:20 Changes on this call Colour Tan → Black Stock, Black 7 → 6 ✓ Saved after the caller said yes Four parts ## Booked once, **sold once** A booking holds its time and an order takes its stock as it's placed, so two callers never get the same slot or the last piece. Try each one. Contacts ### Your own stages Every caller is found by their number, with stages, tags, notes and your own fields. Move one along. Fatima Sheikh +91 98XXX XX745 Stage New Interested Ordered Repeat Buyer Lost instagram festive sale Catalog ### Price, stock and choices Sizes and colours the agent asks about before it takes an order. Services book as long as they take. Pick some. Cotton Kurti SK-KUR-01 ₹799.00 20 in stock Size S M L XL Colour Indigo Mustard 1× Cotton Kurti (M, Indigo) Bookings ### No double booking A calendar per person, room or branch. Book a time, then try to book it again. Saturday, 7 November Video shopping call · 30 min 10:00 10:30 11:00 11:30 12:00 12:30 Tap a free time to book it. Orders ### Orders move along From new to confirmed, shipped and delivered, with payment beside each. Cancelling puts the stock back. Order #10 1× Leather Handbag (Black) New 1. New 2. Confirmed 3. Shipped 4. Delivered Mark as confirmed ## Switched on **per agent** On an agent's Tools tab, choose what it may do with the CRM, and whether each call is saved on the caller's contact. Moving and cancelling a booking stay off until you allow them. [Watch the agent tutorial](https://vaakyo.com/tutorials/crm-orders) Use the CRM in calls The agent finds the caller by their number and works with their contact, bookings and orders. What the agent may do - - - - - - - - - Save each call on the caller's contact After each call it's added to the caller's contact. Details the agent picked up fill in contact fields with the same name, like city. Your own CRM too ## Already have a CRM? **Keep it.** Vaakyo works with the CRM, booking or order system you already use, with or without the built-in one. - [Tools The agent calls your own CRM's API mid-call: look up a customer, check an order, create a lead.](https://docs.vaakyo.com/agents/tools) - [Webhooks Every finished call reaches your endpoint with its summary, transcript and the fields you extract.](https://docs.vaakyo.com/webhooks/events) - [API Place calls with your customer's details and read the results from your own systems.](https://docs.vaakyo.com/api-reference) - [MCP Let Claude, Cursor or any MCP client manage agents and calls in plain words.](https://vaakyo.com/mcp) Learn ## Set it up **in a few short videos** [All tutorials](https://vaakyo.com/tutorials) - [1:44 Your CRM, part 1: set it up for your business](https://vaakyo.com/tutorials/crm) - [1:31 Your CRM, part 2: products, services and stock](https://vaakyo.com/tutorials/crm-catalog) - [1:24 Your CRM, part 3: contacts and bookings](https://vaakyo.com/tutorials/crm-bookings) - [1:51 Your CRM, part 4: orders, and your agent using the CRM](https://vaakyo.com/tutorials/crm-orders) - [1:11 Connect your CRM: look up and update entries mid-call](https://vaakyo.com/tutorials/crm-tools) - [1:10 Send call results to your CRM and dashboard](https://vaakyo.com/tutorials/crm-results) FAQ ## Questions about **the CRM** ### How do I start using the CRM? Open CRM in your console and add your catalog, calendars and fields. Then, on an agent's Tools tab, turn on Use the CRM in calls and choose what the agent may do. ### How does the agent know who's calling? By the caller's number. The agent starts the call with that contact's name, stage, upcoming bookings and recent orders, so it never asks for the number again. A new caller becomes a contact during or after the call. On a browser call there's no number, so the agent asks for it before booking or ordering. ### Can two callers get the same slot, or order the last item twice? No. A booking holds its time on the calendar, and an order takes its stock as it's placed, only when enough is left. When two callers race for the last slot or the last piece, one gets it and the agent offers the other something else. ### Can I add fields of my own? Yes, on contacts, catalog items, bookings and orders: text, numbers, dates, yes or no, choices and more, each with a note telling the agent what to ask. A field you add is asked for on the next call, with nothing else to change. ### Can I bring my catalog over? Yes. Import products and services from a CSV file (the console gives you a template), or add them one by one. Leave stock empty for things that never run out. ### Does the agent see other customers' records? No. During a call it only sees and changes the caller's own contact, bookings and orders. In the console, people in your workspace see the CRM if their role allows it. ### I already have a CRM. Do I need this one? No. Agents can call your own CRM's API during the call through tools, and every finished call reaches your webhooks with its summary, transcript and the fields you extract. You can use both: each change the agent makes in the built-in CRM is also sent as a crm.updated webhook event. ### Can my own systems read the built-in CRM? Each change the agent makes is sent as a crm.updated event with what changed (a contact, a booking or an order), what happened to it and its id, and every finished call as call.completed. The CRM's records themselves are managed in the console; they aren't part of the public API. ## Put your calls **in your CRM** Contacts, catalog, bookings and orders, filled in by your agent while it talks. [Start free](https://console.vaakyo.com/signup) [Watch the tutorials](#learn) --- More for agents: https://vaakyo.com/llms.txt · Docs: https://docs.vaakyo.com · Sitemap: https://vaakyo.com/sitemap-index.xml