VOXAIM GROWTH SYSTEM FEATURES
VGS is the practical operating layer behind lead handling: capture the enquiry, create the CRM record, move the opportunity, trigger follow-up, assign the next task and report what happened.
LEAD LIFECYCLE
A thin CRM page lists features. A proper CRM system explains the flow. VOXAIM structures the complete path so no one is guessing where a lead came from, what it needs, who owns it or what should happen next.
Forms, calendars, calls, chat, audit requests and AI conversations collect useful fields: name, phone, email, business, service interest, urgency, source and notes.
Leads can be tagged by service, location, urgency, source, budget fit, follow-up type and whether they need sales, support, onboarding or fulfilment action.
Opportunities move through stages such as New Lead, Contacted, Quoted, Follow-up Due, Won, Lost, Onboarding and Fulfilment.
Templates, tasks and dashboards show who needs action, which quotes are stale, what source created the lead and what was actually handled.
CORE CRM FEATURES
Contacts, companies, tags, source fields, service interests, sales notes, duplicate handling, activity history and opportunity links.
Sales, quote follow-up, missed-call recovery, onboarding and fulfilment stages that show exactly what needs action.
Website forms, audit forms, service forms, booking handoff, appointment reminders, no-show follow-up and team assignment.
Email replies, SMS replies, call notes, missed-call alerts, AI summaries, internal notes and team handoff history in one place.
New lead response, missed-call recovery, quote follow-up, appointment reminders, review requests, reactivation campaigns and internal task reminders.
Lead source, pipeline count, pipeline value, follow-up status, calls/forms/bookings, won/lost status, stale opportunities and weekly action queue.
AI call/chat capture, qualification questions, transcript, summary, CRM update, task creation and human escalation rules.
New client onboarding, access checklist, setup tasks, delivery stages, internal reminders and customer communication templates.
PRACTICAL WORKFLOWS
Missed call creates or updates the contact, tags urgency, sends a response, creates a callback task and shows in the action queue.
Quoted opportunities can be chased with templates, reminders, status changes and stale lead reporting so hot work does not disappear.
Won work moves into access checklists, setup tasks, delivery stages and internal handoff notes instead of starting from scratch each time.
FREE GROWTH AUDIT
Your VOXAIM lead handles the audit call and onboarding. The VOXAIM team completes the implementation work: audits, fixes, pages, tracking, follow-up systems and optimisation actions.