AI Automation

Integrations:

🔄 STEP 1:

Sync payment and invoice data from Elavon Converge into CRM to:

• Automatically update deals or contacts when payment is made

• Match transactions using invoice numbers

• Track payment status, amount, and transaction ID

🔄 STEP 2: Setup CRM and added internal properties

🔄 STEP 3: Built automation that matches invoices in CRM

🔁 STEP 4: Built AI voice agent to make check-in calls 

🔁 STEP 5: Built AI automation for the agent to make 2 calls per day

🔁 STEP 6: Built AI automation for sending monthly invoices to alarm clients

🔄 Training materials: videos and documentation