Real estate · Financial, insurance and solar companies · B2B sales teams

A rep’s working day caps how many calls they can make. An AI Squad agent runs several at once — qualifying, booking, handing over to the sales team.

Cold calling, first-pass screening, and booking the first meeting are slow, thankless work. The AI takes that on — your reps only get the conversations worth having.

2–4 weeks to the first live call · 30+ languages · EU database

Sound familiar?

Every business runs into these.

„The cold list never gets worked”

Reps avoid cold calls. The list has been building for months — and nobody is getting through it.

„Leads go cold for want of follow-up”

If a lead did not pick up the first time, who calls back? When? Usually nobody, and never.

„Qualification eats selling time”

Every lead enters the funnel, but most are not real opportunities. Screening them by hand is slow.

None of this is inevitable. All of it is fixable.

What it does

What your agent takes off your plate

Outbound calling on a cold list

Outbound calls all the way through your lead list, at the same quality until the list is done.

Lead qualification

It checks interest, budget, and timing — only real opportunities move on to a rep.

Booking into the rep’s calendar

Qualified leads get a demo or intro slot booked into the sales calendar on the spot.

Writes to the CRM automatically

Every interaction and every lead detail is logged in the CRM — no manual data entry.

Automatic follow-up

No answer? Timed follow-up calls go out — with the right message for the stage.

Illustration — the live system is built from your own material

I would like to ask about your solar offer.
Glad you called. Three quick questions so you reach the right colleague: is this a family house or an apartment building, roughly what is your annual electricity use, and do you already have a quote from anyone else? Source: qualification script · CRM
Family house, about 4,500 kWh, no quote yet.
Thank you — that puts you with our residential team for an accurate quote. I have logged the details in the CRM and booked a 20-minute call with Gábor for 10:00 tomorrow. I will send an SMS reminder.

It answers from the source — and does not guess at what the source does not cover.

By industry

Three industries, up close

The AI works the same way everywhere: it answers or calls back the lead, asks its questions and books a meeting for your team. What it asks depends on the industry.

Real estate

Calls about a listing still get answered

It picks up the phone while the agent is out at a showing. It answers from the listing details and finds out who is worth showing the property to.

  1. Answers the call, or calls back someone who filled in the form
  2. Asks when they plan to move and how they will pay
  3. Books a viewing in the agent’s calendar and logs a summary in the CRM

Finance

Calls back people who left their details in a calculator

When someone fills in a loan or savings calculator, the AI covers the basics. It gives no advice: that conversation stays with the advisor, who comes to it prepared.

  1. Calls back people who used the calculator or form
  2. Asks what the money is for and when they need it
  3. Books a meeting with an advisor and hands over the summary

Reference We built a sales call trainer for OVB Hungary’s advisor network, with 1337 Partners.

Insurance

Advisors only get the conversations worth having

It calls people who asked for a quote or showed interest, and hands serious prospects to an advisor. When you are recruiting, it screens applicants the same way.

  1. Calls people who asked for a quote or showed interest
  2. Finds out which coverage they need and by when
  3. Books serious prospects into an advisor’s calendar

Reference Union Biztosító, western Hungary regional office: outbound calls for recruitment and prospect qualification.

Integrations

We connect it to what you already use.

Nothing new to learn. The AI·Squad agent fits into the tools you already have.

CRM system

MiniCRM, Pipedrive, HubSpot, Salesforce — lead data synced automatically.

Outbound call handling

Automated outbound calling for high-volume lists.

Calendar / booking system

Books qualified leads straight into your reps’ calendars.

Email marketing platform

Follow-up messages and reminders sent automatically.

Lead source / database

Lists imported from any source — CRM, CSV, webhook.

Custom connection

If your system is not on the list, we build a custom integration. Webhook, REST API, direct database connection — we will sort it out.

Works without a phone number

Web widget — an assistant you embed. If you would rather your customers did not have to dial: a voice and text assistant embedded in your site, reachable straight from the browser. No phone number, no hold time — they get an answer right away.

Security & compliance

You do not have to choose between efficiency and data protection.

GDPR & opt-out handling

The opt-out list is applied automatically. Nobody who has objected before gets called.

EU AI Act, Article 50

The agent tells the caller they are speaking with an AI system.

Data storage and processing

The customer database and call logs are in an EU data center; voice processing runs at a cloud provider.

Hungarian telemarketing rules

Call handling that meets the requirements of NMHH, the Hungarian telecoms authority.

Common questions

What people ask before they start

Are outbound AI calls legal?

Yes, within limits: do-not-call screening, permitted calling windows, and the agent stating it is an AI at the start of every call. The system enforces the rules — it does not depend on an operator remembering them.

What kind of list can it call?

Any source: a CRM segment, a spreadsheet, a webhook. List hygiene — suppression lists, duplicates — is handled automatically.

What ends up in the CRM?

The outcome of every call: reached or not, the qualification answers, and the next step. With no manual entry.

How does it hand over a qualified lead?

It books a slot in your rep’s calendar immediately and hands the lead over with a summary of the call. The rep sits down to that conversation prepared.

What can the AI do with a real estate agency’s calls?

It answers calls about a listing, replies from the listing details and asks when the caller plans to move and how they will pay. If the interest is real, it books a viewing in the agent’s calendar and logs a call summary in the CRM.

Does the AI give loan or investment advice?

No. The AI covers the basics: what the money is for and when it is needed. Then it books a meeting with an advisor, who starts the conversation prepared, with the call summary in hand.

Which calls does the AI handle for an insurer?

It calls and qualifies people who asked for a quote or showed interest, books advisor meetings and screens applicants when you are recruiting. At Union Biztosító’s western Hungary regional office it works on outbound calls, so advisors only get the conversations worth having.

Ready?

Book a free 30-minute call.

Two to four weeks to the first live call — and we do not leave you alone after that either.

Discovery

process, data

Integration

your existing systems

Go-live

step by step, tested together

After that the running stays with us: we measure, review, and improve every month.

AI voice trends, once a month

New use cases, customer results, industry shifts. One or two emails a month. No spam, unsubscribe anytime.