VoiceBot for Leads

Enables users to instantly initiate voice calls to leads directly from NetSuite with a single click. It streamlines communication, improves response time, and enhances customer engagement through automated voicebot integration.

SKU :PDNSVBL01
Last Update :September 2025
Published :26 Sep 2025
Support for :NetSuite
Implementation time :1 Business Day

VoiceBot for Leads

Implementation time: 1 Business Day

Overview

VoiceBot for CRM – Call Your Leads with One Click

VoiceBot for CRM makes it easy for sales and support teams to call leads directly from NetSuite. With just one click, users can start a voice call without dialing manually. The system connects to a voicebot service that handles the call automatically, saving time and improving customer follow-up. It’s a simple way to stay connected and close more deals faster.

Features

One-Click Calling

Start a voice call to any lead directly from their NetSuite profile with just one click. No need to dial numbers manually or switch between systems.

Automatic Phone Number Detection

The system automatically picks up the lead’s phone number from the record. This ensures accuracy and saves time during call initiation.

Built for Sales and Support Teams

Designed to help teams reach out to leads faster and more efficiently. It improves customer engagement and boosts productivity.

Smart VoiceBot Connection

Calls are handled by a smart voicebot that connects instantly with the lead. You don’t need to install or manage any external tools.

No Extra Setup Needed

The calling feature works directly within NetSuite without needing separate apps or tools. Users can start using it right away without any technical setup or training.

Conditions Apply

Usage Notes & Limitations

To receive a call in the lead record, the lead must have a phone number provided.
The feature is available only when viewing lead records in NetSuite.
The system uses the primary phone number on the lead record; it does not support multiple numbers.
Calls are not recorded in NetSuite by default.

Benefits

Better Team Productivity

Frees up time for more meaningful conversations. Reduces distractions from switching between tools. Helps teams focus on closing deals and solving issues.

Faster Lead Follow-Up

Start calls instantly without dialing manually.
Reach leads quicker, improving chances of conversion.
Helps teams respond to inquiries without delay.

Improved Customer Engagement

Leads receive timely voice calls, making them feel valued.
Builds trust through direct and personal communication.
Encourages better interaction and follow-through.

Reduced Manual Effort

No need to copy or enter phone numbers.
The system handles call setup automatically.
Saves time and avoids common mistakes.

Easy to Use

Works with a single click from the lead’s profile.
No special training or setup required.
Simple for anyone to start using right away.

FAQ

Frequently Asked Questions

How do I make a call using this tool?

Just open a lead’s profile in NetSuite and click the “Call Lead” button. The system will automatically start the voice call.

Do I need to install anything to use this feature?

No installation is needed. The calling feature works directly within NetSuite.

Is the phone number entered manually?

No, the system picks up the phone number from the lead’s record automatically. You don’t need to type it in.

Who can use this feature?

Sales and support team members with access to lead records can use it. Permissions are managed through NetSuite roles.

What happens after I click the call button?

The system sends the lead’s number to a voicebot service, which starts the call. You’ll see a response confirming the call status.