VoxFlo

by VoxFlo
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VoxFlo delivers seamless Phone and CRM Integration. Turn every call into actionable insights. Save time, reduce repetitive admin, boost productivity. Automate call transcripts, summaries, next actions. Improve visibility to drive smarter decisions.
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Overview

Product overview

Product description

VoxFlo Integration for Creatio

VoxFlo connects your existing phone (8x8) system with Creatio CRM, transforming every call interaction into structured, actionable data – without the need to replace your existing tech stack. Teams save time, reduce repetitive admin, and stay focused on meaningful conversations, while managers gain full visibility to make smarter, data-driven decisions.

Standard (Non-AI) Features

If your existing phone system does not support AI voice, VoxFlo ensures every conversation is tracked and linked in Creatio:

  • Click-to-Dial – Make outbound calls directly from CRM records.

  • Screen Pop – Display new, multi, or existing contacts when a call comes in.

  • Call Recording Link – Access recordings directly from the CRM.

  • Call Metadata – Automatically capture date, time, and caller/callee details.

  • Call Wrap-Up – End and summarize calls efficiently.

  • Disposition Codes – Categorize the call purpose (inbound/outbound) and outcome.

All call data is automatically stored in the CRM for easy access, reporting, and workflow management.

Enhanced Features with AI Voice Support

If your phone system supports AI voice, VoxFlo adds automation and insights:

  • Automatic Transcription – Full call transcripts without manual note-taking.

  • Call Summaries – Key points and next steps captured automatically.

  • Sentiment Analysis – Understand conversation tone to inform actions.

  • Next-Step Recommendations – AI suggests follow-up tasks and updates CRM records.

  • Insights & Analytics – Track trends across calls, team performance, and customer engagement.

Business Benefits

  • Save Time - Reduce repetitive admin and manual note-taking.

  • Boost Productivity - Teams spend more time on meaningful conversations.

  • Improve Accuracy - Consistent, complete records in Creatio.

  • Enhance Visibility - Managers get real-time insights into activity and performance.

  • Support Smarter Decisions - Data-driven insights from every call.

  • Empower Teams - Smoother workflows create a happier, more efficient workforce.

VoxFlo makes your existing phone system and Creatio CRM work better together. From automatic logging and metadata capture, to AI-powered transcripts, summaries, and insights, the integration streamlines workflows, reduces admin, and turns every call into actionable business intelligence.

Key Features

Screen pop contacts

See who is calling the moment the phone rings. VoxFlo opens relevant Creatio records and surfaces new, multiple, or existing matches, letting users confirm or create contacts fast and jump straight into context rich conversations.

Embedded Calling and Screen Pop

Place outbound calls directly from Creatio records with click to dial, and instantly surface matching or new contacts on inbound calls. Reduce manual lookups, speed up response, and keep conversations tied to the right accounts and cases.

Automatic Transcription

When your phone system supports AI voice, capture complete call transcripts automatically in Creatio, eliminating manual note taking. Rich, searchable conversation records preserve context and improve handoffs across sales and service teams.

AI Summaries and Next Steps

Automatically generate concise call summaries with key points and suggested next actions that update CRM records when AI voice is enabled. Teams save time, maintain consistency, and ensure follow-ups are clear and prioritized.

Categories

Category
Agent productivity

UI Framework

UI Framework
Classic UI
Freedom UI

Type

Type
Integration via Creatio API

Price

Price
Paid

Compatible with Creatio

Version
8.0.0 and up

Release information

Launched:
Updated:

Pricing

Monthly
Annual
Enterprise
On demand
From 250 users
Description (Formatted)
- Talk to us!
- Number of connections: 250+
- Cost is per user per month
- Fair usage policy: inclusive of 1000 calls per user per month pooled across the team
Growth
$ 24.00 user / month
billed annually
From 51 users
Description (Formatted)
- Number of connections: 51-100
- Cost is per user per month
- Fair usage policy: inclusive of 1000 calls per user per month pooled across the team
Mid-Market
$ 16.00 user / month
billed annually
From 101 users
Description (Formatted)
- Number of connections: 101-249
- Cost is per user per month
- Fair usage policy: inclusive of 1000 calls per user per month pooled across the team
Starter
$ 30.00 user / month
billed annually
From 2 users
Description (Formatted)
- Number of connections: 2-10
- Cost is per user per month
- Fair usage policy: inclusive of 1000 calls per user per month pooled across the team
Team
$ 27.00 user / month
billed annually
From 11 users
Description (Formatted)
- Number of connections: 11-50
- Cost is per user per month
- Fair usage policy: inclusive of 1000 calls per user per month pooled across the team
Trial
Free
Description (Formatted)
- 14 day free trial
- Number of connections: 1
- Fair usage policy: inclusive of 1000 calls per user per month pooled across the team

Third-party solution. The listed price includes the external subscription. Purchase and payment are processed via Creatio.

VoxFlo uses a simple, scalable subscription model designed to fit the needs of teams of all sizes. It’s based on a combination of platform tiers and pooled call allowances, so you only pay for the level of integration and usage that matches your business requirements.

 

How Pricing Works

  • Platform Fee Tiers: Pricing is based on the number of connections (users or seats) you need, with tiered rates that decrease as team size grows.

  • Fair usage policy: Each plan includes a 1000 calls per month that are pooled across your team.

Typical Price Bands

  • Free Trial: Start with a free tier to evaluate VoxFlo and see real value from automation.

  • Starter Plans: Designed for small teams with a lower per-connection rate.

  • Team, Growth, Mid‑Market & Enterprise: Volume pricing with lower per-connection fees and flexible billing based on annual usage.

Billing & Flexibility

  • There are no hidden fees or setup costs, and you can upgrade or change plans as your business grows.

  • Starts concurrent with related Creatio subscription fees or one-time fees, as applicable. For disambiguation, there might be instances in which the Initial Term for VoxFlo might be shorter than 12 months to co-term with Creatio’s remaining term.

Why This Matters
This pricing model ensures that VoxFlo is affordable for small teams while still delivering enterprise‑grade automation, integration, and insight for growing organisations. The combination of pooled call allowances and flexible billing helps prevent unexpected charges and supports predictable budgeting.

 

Important note: 8x8 services are not included in VoxFlo pricing and must be purchased separately directly through the 8x8 website.

Terms and Conditions

By installing this product you agree to terms and conditions outlined in the license agreement.

Support

Installation

Compatibility notes

Compatibility notes
Customer 360 should be pre-installed.

Product compatibility

UI Framework

Classic UI
Freedom UI

Deployment Options

Cloud
On-site

DBMS

Any supported DBMS

Platform

.NET Framework

Compatible with Creatio

8.0.0 and up

Versions

Manual app installation

  1. Open the needed app → the Packages tab - download the Markeplace app files.
  2. Click in the top right → Application Hub
  3. Click New application. This opens a window.
  4. Select Install from file and click Select in the window that opens.
  5. Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.

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