AI & Sales

Skill Tech's Voice agent & crm migration

Industry

education

Year

2025

Client

Skilltechaudio

Skilltechaudio is a sound engineering Institute aiming to create an audio ecosystem that services the professional audio industry with the best audio students, provides the ultimate student experience and gives the world at large better-sounding concerts and conferences.

Case Study.

What problems did Andy face

SkillTech Audio relied heavily on inbound phone calls for new business. But because their team was often on job sites or in client meetings, over 60% of calls went unanswered.

This led to:

Missed leads
Slow response times
Lost revenue opportunities
Poor customer experience

They needed a solution that could answer every call, qualify leads, and book meetings without adding extra staff.

Andy also faced a challenge where potential clients who registered through his website weren’t being captured in his CRM. Despite having an existing system and using Pipedrive for customer management, new leads weren’t automatically added.

This led to:

More Missed leads
Missed opportunities and manual follow-ups.
Poor customer experience

Andy needed a full migration from to another CRM, including all contacts, deals, tasks, notes, and custom fields—without losing data relationships.

What we did.

We built a custom AI Voice Agent that handles all incoming calls with real-time natural conversation.

What the agent does:

Answers every call instantly
Qualifies the caller based on their needs (type of project, timeline, budget)
Collects all relevant details
Automatically books meetings into SkillTech Audio’s calendar
Sends internal notifications + caller confirmation

Tech stack:

Realtime voice AI
Lead qualification logic
Calendar + CRM integration
Automated call summaries
This created a fully automated, 24/7 front-desk system.

For the CRM migration and Lead capture successfully migrated all data from Pipedrive to Zoho CRM while preserving relationships and workflows.

Integrated Webflow forms with Zoho CRM (via Zoho Flow) for real-time lead capture and updates.

Installed and configured Zoho SalesIQ tracking on the client’s Webflow site, enabling visitor identification, lead scoring, and history syncing.

Implemented automation flows, including follow-up triggers and lead assignment based on behavior. (via Make.com)

Results

Voice Agent Results.

✅82% Increase in Answered Calls

(Every call got answered instantly, eliminating missed opportunities.)

✅3.5x More Qualified Leads

✅41% Faster Booking Time

(Prospects were able to book meetings on the same call instead of waiting for callbacks.)

✅95% Positive Caller Feedback

(Callers reported that the system was quick, helpful, and easy to communicate with.)

✅27 New Projects in the First 30 Days.

CRM migration & Lead Capture Results.

✅Seamless CRM migration with zero data loss.

✅ Webflow form submissions now automatically update Zoho leads/contacts. ✅ Full visitor tracking and lead scoring implemented, improving sales team visibility.

✅ Automations reduced manual follow-ups and improved lead response times.

Client Impact SkillTech Audio now converts more inbound interest, operates more efficiently, and never misses another call — even during busy hours, weekends, or off-site jobs. The voice agent became their always-available sales assistant, helping them scale without hiring extra staff.

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