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SMOOTHFLICK AI

AI Workforce

Interactive Preview
WhatsApp G Gmail
CRM OVERVIEW

Your business at a glance.

Live data
Contacts 1,284 +12.8% this month
Active Leads 186 +18 new today
Pipeline Value ₹8.42L +14.6% this month
Invoices 42 36 paid
RECENT ACTIVITY

What's happening

LIVE
L
New lead added Rahul Sharma entered the pipeline
Deal moved Acme Corp moved to Proposal
Invoice paid INV-1042 was marked as paid
C
Contact updated Priya Mehta profile was updated
QUICK VIEW

Pipeline progress

New Leads 64%
Qualified 48%
Proposal 32%
Won 21%
SALES PIPELINE

Move deals forward.

NEW 3
₹2.4L
Acme Corporation

Website Automation

₹85,000 Rahul
Nova Systems

CRM Setup

₹72,000 Priya
Orbit Labs

AI Automation

₹94,000 Arjun
QUALIFIED 2
₹3.1L
Pixel Studio

Marketing Automation

₹1.2L Neha
Bright Tech

AI Sales Agent

₹1.9L Vikas
PROPOSAL 2
₹2.8L
Vertex Media

CRM + Workflows

₹1.4L Aman
Zenith Group

Voice AI

₹1.4L Riya
WON 1
₹1.6L
Future Labs

Complete Automation

₹1.6L Aditya
CONTACTS

People you work with.

CONTACT COMPANY STATUS LAST ACTIVITY
RS
Rahul Sharmarahul@acme.com
Acme Corp Active 2 min ago
PM
Priya Mehtapriya@bright.co
Bright Tech Active 18 min ago
AK
Arjun Kapoorarjun@orbit.io
Orbit Labs Pending 42 min ago
NM
Neha Malhotraneha@pixel.studio
Pixel Studio Active 1 hr ago
VK
Vikas Kumarvikas@bright.tech
Bright Tech Active 2 hrs ago
LEADS

Turn interest into opportunities.

LEAD NAME COMPANY LEAD SCORE STAGE
RS
Rahul Sharmarahul@acme.com
Acme Corporation 92 / 100 Qualified
PM
Priya Mehtapriya@bright.co
Bright Technologies 87 / 100 Qualified
AK
Arjun Kapoorarjun@orbit.io
Orbit Labs 71 / 100 Contacted
SG
Simran Guptasimran@nova.sys
Nova Systems 64 / 100 New Lead
NM
Neha Malhotraneha@pixel.studio
Pixel Studio 95 / 100 Qualified
INVOICES

Keep payments moving.

Total Invoiced ₹12.8L
Paid ₹9.6L
Pending ₹2.4L
Overdue ₹80K
INV-1042 Acme Corporation ₹85,000 PAID
INV-1041 Bright Technologies ₹1,20,000 PENDING
INV-1040 Orbit Labs ₹94,000 PAID
INV-1039 Nova Systems ₹72,000 OVERDUE
SCHEDULE & AUTOMATE

Tell AI what needs to happen.

SMART SCHEDULER
Thursday, 20 Aug 2026 TODAY
Call Rahul Sharma AI Voice Agent · Acme Corp
Send proposal email Gmail · Bright Technologies
Follow up with lead CRM · Pixel Studio
UPCOMING

Automations

4
Call Rahul Sharma Today · 10:00 AM
Send proposal Today · 12:00 PM
Follow up lead Today · 02:00 PM
Meeting reminder Tomorrow · 09:30 AM
AI is automatically managing your scheduled work
AI VOICE WORKFORCE

Let AI handle the conversation.

AI Voice Online
SMOOTHFLICK AI

Your AI Voice Agent

Qualify leads, answer questions, book meetings and follow up automatically.

Lead Qualification
Appointment Booking
Customer Support
SUPPORTED TELEPHONY
WORKFLOW DASHBOARD Voice Agent Workflows
Active
Workflow 1 ● Published
Customer Support Agent

Handles customer support calls automatically.

👁 View ✏ Edit
Workflow 2 ● Active
Lead Qualification

Qualifies leads & collects customer details.

👁 View ✏ Edit
Workflow 3 ● Draft
Sales Assistant

Answers prospect queries & books calls.

👁 View ✏ Edit
Flow Builder / Lead Qualification ● Editor Mode
Start
start_out
✦ AI AGENT Elena Agent Node
System Instructions: Click node to configure instructions...
User Greeting: Click node to set greeting...
Workflow Published & Live!
Vobiz AI
Unlimited Calls
Active Form: Vobiz: Hindi + Male
Twilio AI
0/2 Calls Used
Active Form: Twilio: Hindi + Male
Powered by Smoothflick AI Voice
VISUAL AUTOMATION

Build workflows that work for you.

Workflow Active
LEAD FOLLOW-UP WORKFLOW Published
TRIGGER New Lead Created CRM · Lead Pipeline
AI AGENT Qualify Lead AI analyzes lead information
ACTION AI Voice Call Call lead automatically
INTEGRATION Notify Sales Team Slack · Gmail
Workflow completed automatically Lead qualified → Call made → Team notified
WORKFLOW STEPS 4 Actions
1
New Lead CRM Trigger
2
AI Qualification AI Agent
3
Voice Call AI Voice Agent
4
Team Notification Slack + Gmail
AI is executing your workflow automatically
AI WORKFORCE

Hire an AI employee to handle the work.

Ready-made AI employees that automate repetitive business tasks for you.

7 AI Employees
SALES DEVELOPMENT

AI SDR

Finds, calls and qualifies new leads automatically.

New Lead AI Call Qualified
FRONT DESK

AI Receptionist

Answers calls, handles enquiries and books appointments.

Incoming Call AI Booked
SALES

AI Sales Closer

Follows up with prospects and moves deals through the pipeline.

Prospect Follow-up Deal
REAL ESTATE

AI Real Estate Agent

Qualifies property leads, answers questions and schedules visits.

Property Lead AI Call Visit
INSURANCE

AI Insurance Advisor

Connects with prospects, understands their needs and follows up.

Prospect AI Call Follow-up
FINANCE

AI Finance

Helps automate invoices, payment follow-ups and finance tasks.

Deal Won Invoice Follow-up
CUSTOMER SUPPORT

AI Support

Handles customer questions, support calls and follow-ups.

Customer AI Support Resolved