Overview

Reachwise Advisors is an American sales enablement firm that assists B2B teams in enhancing outreach using intelligent automation platforms. With a focus on enhancing sales productivity, they wanted to eliminate the manual effort involved in outbound calling and CRM updates. For this, Reachwise collaborated with Bacancy to develop an AI-powered calling platform integrated with HubSpot. The platform had to fetch contact lists, place natural-sounding calls, record calls, and update results automatically. Bacancy provided an end-to-end production-ready solution with a simple-to-use dashboard for campaign management and performance monitoring.

Technical Stack

  • Twilio
  • OpenAI
  • AssemblyAI
  • HubSpot API
  • React

    • Industry

    Information Technology

  • region

    • Region

    USA

  • project-size

    • Project Size

    Non- Disclosable

Highlights

Integrate AI calling into existing processes without disrupting CRM operations

Provided natural-sounding voice quality with tailored speech synthesis models

Received live transcription with valuable insights through state-of-the-art NLP

Backed high-volume calling campaigns with a simple, scalable web interface

Challenges & Solutions

Real Voice Quality That Feels Natural On Outgoing Calls

  • Solution: We integrated OpenAI's speech synthesis with Twilio's programmable voice API, tailoring tone, pauses, and inflections to sound natural. We experimented with different voice factors and response paths to prevent robotic or scripted sound. This provided a more human-like, natural calling experience that enhanced attention during outbound sales calls.

Accurate transcription with actionable conversation insights

  • Solution: Our skilled AI developers integrated Assembly AI's real-time speech-to-text platform with NLP models to detect intent, extract action items, and flag objections or key statements. These models were trained on actual sales calls so that the system would not only hear what was said but also what was meant to be said. This lowered the level of manual review and made follow-ups more precise.

Complete HubSpot Synchronization Without Any Manual Data Input

  • Solution: We developed a two-way HubSpot integration that automatically synced contacts, updated call results, and logged next steps with no need for user action. Custom validation guaranteed the information was sound by stopping duplicates or errors. This avoided repetitive tasks for users and kept CRM data up to date and accurate.

Intuitive Dashboard with Campaign Control Flexibility

  • Solution: We created a dashboard using React for call tracking, campaign management, and performance analysis. To handle many calls without delay, we used Celery for asynchronous task execution and Redis for fast data processing. We made the interface simple and responsive to allow even nontechnical users to execute and scale campaigns without needing technical support.

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Core Features

  • AI-powered natural voice calls
  • Live transcription with intelligent tagging
  • Automated CRM sync with HubSpot
  • Campaign creation and tracking dashboard
  • Scalable backend to support bulk calling
  • Fully automated call data logging
  • no.-of-resources

    • No. of Resources

    03

  • time-frame

    • Time Frame

    November 2024 - March 2025

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