Customer Stories

How a UAE Business Advisory Firm Automated Lead Follow-Up with AI Voice Agents

A UAE business advisory firm handling company formation, tax advisory, and corporate consulting deployed multiple VoiceInfra AI agents on Grandstream and Yeastar to call leads from social media forms. Zoho CRM triggers outbound calls the moment a lead submits a form, and lead outcomes are pushed back to Zoho automatically.

Instant

Lead Response Time

Calls triggered within seconds of form submission

Zoho

CRM Integration

Bi-directional, triggers calls, receives updates

Multiple

AI Agents Deployed

Inbound, outbound, and service-specific agents

0

Infrastructure Changes

No hardware, no carrier switch, no SIP trunk

The Challenge

The firm receives hundreds of leads weekly from social media campaigns, prospects interested in UAE company formation, tax advisory, DIFC setup, and visa services. Leads were sitting in Zoho CRM waiting for sales staff to call them back. By the time someone called, the prospect had already engaged with a competitor. The firm needed instant lead follow-up, but hiring more sales staff was not scalable. They also needed every call outcome logged back to Zoho automatically so their sales pipeline stayed current without manual data entry.

The Solution

The firm deployed multiple VoiceInfra AI agents on their existing Grandstream and Yeastar PBX systems using extension-based registration. Each AI agent serves a different function.

The outbound AI agent is triggered by Zoho CRM the moment a prospect submits a form on social media. The AI agent calls the lead instantly, introduces the firm, confirms their inquiry, qualifies their needs (company formation, tax advisory, DIFC, visa services), and updates Zoho CRM with the call outcome, lead qualification status, and next steps.

The inbound AI agent handles reception calls, answers FAQs about company formation, licensing, tax, and visa procedures, and routes complex inquiries to the right department.

Additional AI agents were built for specific service lines, each trained on the relevant service content, pricing, and procedures.

All agents connect to Grandstream and Yeastar PBX via extension-based registration. No SIP trunk, no hardware changes, no carrier switch.

Outcomes

Leads called within seconds of submission

Social media leads receive a call the moment they submit a form. No waiting, no manual intervention.

Zoho CRM fully automated

Calls triggered from Zoho, outcomes pushed back to Zoho. Sales pipeline stays current without manual data entry.

Multiple agents handling different functions

Inbound reception, outbound lead follow-up, and service-specific AI agents, each trained on different content.

Deployed on existing Grandstream and Yeastar

All AI agents registered as extensions on existing PBX systems. Zero infrastructure changes.

Looking Ahead

The firm is adding more AI agents for specific service lines, separate agents for company formation, tax advisory, DIFC setup, and real estate services. Each agent handles inbound and outbound calls for its service area, with Zoho CRM routing leads to the right agent based on the inquiry type.

Key Takeaways

Instant follow-up beats manual dialing

Leads called within seconds of form submission convert at significantly higher rates than leads called hours later. AI eliminates the delay entirely.

CRM-triggered calling automates the entire lead process

Zoho CRM triggers the call, the AI qualifies the lead, and updates flow back to Zoho. No manual intervention from sales staff.

Multiple agents, one platform

VoiceInfra supports multiple AI agents on a single platform, inbound reception, outbound lead follow-up, and service-specific agents all running simultaneously.

FAQ

Frequently Asked Questions

When a new lead submits a form on social media, Zoho CRM sends a webhook to VoiceInfra. The VoiceInfra AI agent immediately calls the lead using the phone number from the form submission. Call outcomes are pushed back to Zoho automatically.

VoiceInfra supports multiple AI agents on a single platform. The firm runs an inbound reception agent, an outbound lead follow-up agent, and additional service-specific agents, all operating simultaneously.

The AI updates Zoho CRM with the lead qualification status, call notes, and recommended next steps. Qualified leads are flagged for immediate follow-up by a human sales representative.

VoiceInfra AI agents register as extensions on both Grandstream UCM and Yeastar P-series PBX systems via extension-based registration. No SIP trunk or carrier changes required.

Ready to Call Your Leads Instantly?

Deploy AI agents that call social media leads the moment they submit a form.