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CRM & sales

Fireberry

Fireberry CRM on the phone: your agent looks up, logs and books while the call is live.

Connect Fireberry and your agent can work inside your CRM during a phone call. It finds existing contacts and deals, reads the current status of a record, and creates new leads or follow-up tasks as the caller speaks. Picklist options are checked against your own setup, so records land in the right stage and category. Everything is written to Fireberry in real time, so your sales team sees each call the moment it ends.

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What your agent can do with Fireberry

  • Look up a contact, account or deal by name or phone number during the call
  • Create new leads and records in your Fireberry tables with the details the caller gives
  • Pull the right dropdown options from your own Fireberry picklists so data stays clean
  • Filter and sort records to answer questions like open deals or last activity date
  • Log call details against the matching record for your sales team to follow up

Fireberry exposes 123 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound lead from a new prospect

  1. Caller

    Hi, I'm looking for a quote on your business plan. My name is Dana Reyes, from Northwind Dental.

  2. Agent

    Thanks, Dana. I'll set that up for you. What's the best number and email to reach you on?

  3. Caller

    Call me on 512 555 0147. My email is dana@northwinddental.com.

  4. Agent

    Got it. I've created a new lead for Northwind Dental in Fireberry with your details, and I've set the source to inbound call. Someone from sales will reach out by tomorrow morning.

Checking the status of an open deal

  1. Caller

    I wanted to check where our renewal is. We're with Harbor Logistics.

  2. Agent

    Sure. Let me pull up Harbor Logistics. I can see the renewal deal is in the negotiation stage, with a value of 18,400 dollars and a close date of March 14.

  3. Caller

    Okay, can you note that we'd like a 12 month term instead of 24?

  4. Agent

    Done. I've added that to the deal notes and flagged it for your account manager, Priya Shah.

Booking a follow-up task after a missed call

  1. Agent

    Hi, this is a call from Lakeside Cafe to follow up on your visit inquiry. Is now a good time?

  2. Caller

    Not really. Can you call Thursday afternoon?

  3. Agent

    Of course. I've created a follow-up task in Fireberry for Thursday at 2 PM and linked it to your contact record for Mark Tan. Talk to you then.

How to connect Fireberry

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Fireberry

    From Integrations in the dashboard, choose Fireberry and enter the connection details from your Fireberry account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Fireberry actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent work with Fireberry during the call or after it?

Both. Your agent can look up and create records while the caller is still on the line, and it logs a summary of the call to the matching record when it ends.

What do I need to connect Fireberry?

You need an active Fireberry account. Sign in from the AgentCalls dashboard, enter your Fireberry credentials from your Fireberry settings, and choose which tables the agent can use.

Which plan includes Fireberry?

Integrations, including Fireberry, are included from the Growth plan.

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Put your agent to work with Fireberry.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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