Every busy business owner knows the challenge: managing interactions with numerous leads and customers daily can be overwhelming, making it hard to keep track of next steps, quotes, and important details. Enter CallRail’s Convert Assist, the ultimate AI-powered solution to help you turn your sales conversations with leads into actionable next steps, ready-to-use follow-up messages, and coaching to help you close deals. Say goodbye to forgotten details and missed opportunities—Convert Assist has got you covered.
But don't just take our word for it, see it in action for yourself! Keep scrolling to learn more about how Convert Assist can help you turn every conversation with leads into customers.
*Disclaimer: These scenarios are for entertainment purposes only, not real businesses.
Elite Auto Repair
A concerned new customer, Maria, contacts Elite Auto Repair about an unusual noise coming from her 2017 Toyota Camry's engine. The service representative, David, listens empathetically and schedules an appointment for the next morning.
With Convert Assist, David gains immediate next steps, coaching feedback, and ready-to-use messages following the conversation. Click through the carousel below to see it in action!
Bright Smile Dental
New patient Amanda contacts Bright Smile Dental to schedule an appointment due to severe tooth pain. Jessica, the receptionist, collects Amanda's details and offers an emergency appointment for that afternoon.
Following the conversation, Convert Assist quickly generates next steps, coaching feedback, and follow-up messages for Jessica to use. Click through the carousel below to check it out!
Anderson & Parker Law Firm
A potential client, James, contacts the Anderson & Parker Law Firm seeking legal advice after being involved in a car accident. The receptionist, Sarah, expresses sympathy for James's situation and gathers information about his injuries and medical treatment.
Convert Assist quickly generates next steps, coaching feedback, and follow-up messages for Sarah following the conversation. Click through the carousel below to see it in action!
Greenwood Realty
A potential client, Lisa, contacts Greenwood Realty to sell her Brookhaven home. Lisa chats with agent Sarah to discuss property details, and plan a Friday meeting to evaluate the home, discuss pricing, and strategize marketing.
After the call, Convert Assist generates next steps, coaching feedback, and follow-up messages to help Sarah create a positive selling experience for Lisa. Click through the carousel below to check it out!
Home Repair Experts
A homeowner and potential new customer, Jenny, calls Home Repair Experts about a leaking roof. John, the service representative, sympathizes and collects details, learning the leak started during a storm three days ago. He schedules an inspection for the next afternoon and explains the repair process.
Convert Assist then generates next steps, coaching feedback, and follow-up messages to help John create a great customer experience. Click through the carousel below to see it in action!
Level up your conversations with Convert Assist
CallRail’s Convert Assist is an invaluable tool for any business owner looking to manage interactions effectively and boost conversion rates. It empowers teams to close deals more efficiently by turning sales conversations into actionable steps, ready-to-use follow-up messages, and effective coaching. Whether in healthcare, home services, realty, or any other field, Convert Assist gives you the edge to turn leads into loyal customers.
Experience the benefits of Convert Assist today! Get started with a free 14-day trial.
