Jozi

What is Jozi?

Jozi is an AI-powered lead management tool designed to automate the process of capturing leads from phone calls. By recording every conversation, extracting lead data, and updating your CRM automatically, Jozi allows sales agents to concentrate on closing deals instead of getting bogged down with manual note-taking and data entry. This innovative solution ensures that no lead is lost due to poor note-taking practices, streamlining the sales process for agencies.

How to use Jozi?

1. Sign Up: Start by signing up for a free trial on the Jozi website to create your account.
2. Add Your Agents: Upload your team members to the platform and assign digital phone numbers to each agent for call management.
3. Forward Calls: When clients call the digital numbers, the calls will be automatically forwarded to the respective agents.
4. Call Recording & Transcription: Jozi will record the calls and transcribe the conversations in real-time while your agents focus on engaging with clients.
5. CRM Integration: After each call, Jozi extracts relevant lead data and syncs it directly to your CRM, ensuring that all information is up-to-date without manual entry.

What are the main features of Jozi?

• Smart Phone Numbers: Unique digital numbers for each agent with intelligent call forwarding.
• Call Recording: Automatic recording of every conversation, ensuring compliance with legal requirements.
• AI Data Extraction: Automatic extraction of lead details from conversations, streamlining the lead capture process.
• CRM Auto-Sync: Seamless integration with major CRM platforms for automatic lead updates without manual effort.
• Team Analytics: Detailed analytics and reporting tools to track agent performance and lead flow.
• Enterprise Security: SOC 2 Type 2 compliance and data encryption to ensure security and privacy.

Who is Jozi for?

Jozi is tailored for sales teams and agencies across various industries, including real estate, insurance, and marketing. It is ideal for businesses that rely heavily on phone communications for lead generation and customer engagement. Jozi is particularly beneficial for teams looking to enhance their lead management efficiency, reduce time spent on manual data entry, and improve overall sales performance by providing agents with the tools they need to focus on closing deals.

What are the use cases of Jozi?

1. Real Estate Agencies: Capture lead information from potential renters or buyers during phone inquiries, ensuring no details are missed.
2. Insurance Brokers: Automatically record and transcribe client calls to improve follow-up processes and ensure accurate data entry into their CRM.
3. Marketing Firms: Streamline client communications and lead management by capturing insights from conversations and integrating them into marketing strategies.