
Closed
Posted
Paid on delivery
# AI Voice Receptionist with CRM/Client Portal ## Objective Build a production-ready, multi-tenant **AI phone receptionist** that: * Answers inbound calls * Holds natural conversations * Captures leads * Books appointments * Answers FAQs * Escalates to humans when needed * **Ships with a first-class CRM/Client Portal** for analytics, leads, bookings, and call management --- ## Core Capabilities ### 1) Telephony & Voice * Inbound call handling (porting or SIP/PSTN forwarding) * Call control: answer, hold, transfer, voicemail * Configurable recording + consent prompts by region * Low-latency ASR/TTS with barge-in; human-like voice ### 2) AI Conversation & Actions * Intent detection: Sales / Service / Appointment / Quote / FAQ / Urgent / Escalate * Slot filling with validation (names, phone, email, dates, VIN, addresses, etc.) * Book/modify/cancel appointments; confirmations via SMS/email * Lead creation with structured summary * Guardrails: no medical/legal advice; emergency → advise 911/000 then end call * Industry presets: * **Car Dealers** (sales, test drives, service) * **Medical Centres** (non-emergency admin only) * **Tradies** (quotes, bookings, urgent callouts) ### 3) Built-In CRM / Client Portal (Mandatory) * **Dashboards**: Calls, Answered%, Missed%, Avg Handle, New Leads, Bookings, Conversion, Escalations * **Call Logs**: caller ID, duration, intent, outcome, transcript (PII redacted), recording playback * **Leads**: contact details, intent, stage (New/In Progress/Booked/Won/Lost), notes, assignments * **Bookings/Calendar**: list + calendar views, conflict checks, reminders * **Knowledge & Routing**: editable FAQs, hours, greetings, escalation numbers, SMS/email templates * **Reports/Exports**: CSV/XLSX, scheduled reports, REST webhooks * **Users & Roles**: Owner, Manager, Staff, Read-only; SSO optional * **Billing (optional)**: usage meters (minutes, calls, transcripts, SMS) + Stripe invoices ### 4) Optional Integrations * CRMs: HubSpot, Pipedrive, Zoho, Salesforce * Google Sheets fallback * Zendesk/Freshdesk (escalations) * Google/Microsoft calendars (bi-directional) * Messaging: Twilio SMS, SendGrid/Mailgun --- ## Tech Stack (Preferred) * **Telephony**: Twilio / Plivo / Sinch (justify choice) * **Voice AI**: Vapi / [login to view URL] or DIY stack with OpenAI + ASR/TTS * **Backend**: Node.js/TypeScript (NestJS/Express) * **DB**: Postgres (row-level security), Redis, pgvector for FAQ search * **Frontend (CRM/Portal)**: [login to view URL] + Tailwind * **Infra**: Docker, AWS/GCP/Azure, IaC (Terraform), observability with OpenTelemetry + Grafana/Datadog --- ## Deliverables 1. Production-ready **AI Receptionist** connected to phone number 2. **CRM/Portal** with dashboards, logs, leads, bookings, FAQ editor 3. **Industry presets** for car dealers, medical, tradies 4. Documentation (setup, config, onboarding, compliance notes) 5. Test plan & UAT scripts 6. Handover session + training videos 7. Optional: integrations with CRMs/calendars --- ## Ongoing Costs (estimate required) * Telephony minutes + recording storage * ASR/TTS per minute/character * LLM tokens * SMS/email notifications * Hosting/DB/monitoring * Optional support SLA (Business/Pro/24×7) --- ## Bidder Submission 1. Approach (managed platform vs DIY) + latency/reliability plan 2. Relevant demos or past projects 3. Team, timeline, and milestones 4. Setup fee + monthly estimate + optional support tiers 5. Assumptions & requirements from our side --- ## Example Portal KPIs * KPI cards: Calls, Answered%, Missed%, Avg Handle, New Leads, Bookings, Conversion% * Funnels: Calls → Qualified Intents → Leads → Bookings * Leaderboards: Top intents, peak hours, completion rates * Call detail: transcript (redacted), outcome, recording, quick actions (resend confirmation, follow-up)
Project ID: 39728349
86 proposals
Remote project
Active 6 days ago
Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
86 freelancers are bidding on average $609 AUD for this job

Hi Alisha S. I reviewed your project "AI Voice Receptionist" It’s a great fit for my expertise. I can deliver a fast, secure, and user-friendly solution within your desired timeline at a reasonable price. With 500+ completed projects and a 4.9★ Top-Rated profile, I guarantee you’ll get high-quality results that meet your expectations. ★ Why Clients Choose Me Proven Track Record → 400+ reviews, 500+ projects Web Expertise → WordPress, Shopify, wix, Laravel, React, Vue.js, PHP, Python and more E-commerce & SEO → Store setup, payments, on-page SEO, performance boost UI/UX Design → Modern, responsive, conversion-focused On-Time & On-Budget → 96% timely, 97% within cost Reliable Support → Free 1-month help + long-term maintenance Secure Solutions → Backups, security & optimization Risk-Free Guarantee → No upfront payment. Pay only when satisfied, with full money-back assurance. If you want a professional developer who delivers on time, on budget, and stress-free, let’s connect. I’ll turn your vision into a secure, rapid, and growth-focused digital experience. Best regards, Kausar Parveen
$350 AUD in 3 days
8.1
8.1

Hello Alisha, I understand your goal is to create a multi-tenant AI phone receptionist that not only handles calls but integrates seamlessly with a robust CRM/client portal. This project can often be daunting, especially with the need for features like natural conversations and detailed analytics. Here's how I can help: - Expert in AI and telephony with experience in Twilio and Node.js. - Proven track record with CRM integration and voice AI deployments. - Will deliver a production-ready solution tailored for industries like car dealers, medical centers, and tradies. Let's discuss your vision further and ensure we address all your requirements! Could you clarify any specific integrations you prioritize for the CRM/client portal? Thanks, Muhammad
$555 AUD in 22 days
8.2
8.2

⭐⭐⭐⭐⭐ Build Your AI Voice Receptionist with CRM and Client Portal ❇️ Hi My Friend, I hope you're doing well. I've reviewed your project needs and noticed you're looking for an AI Voice Receptionist with a CRM/Client Portal. Look no further; Zohaib is here to help you! My team has successfully completed over 50 similar projects for AI solutions. I'll create a production-ready AI receptionist that answers calls, captures leads, and books appointments while providing a robust CRM for managing analytics and bookings. ➡️ Why Me? I can easily handle your AI Voice Receptionist project as I have 5 years of experience in AI development and telephony solutions. My expertise includes voice recognition, CRM integration, and appointment management. Besides, I have a strong grip on backend and frontend technologies, ensuring a seamless user experience for your clients. ➡️ Let's have a quick chat to discuss your project in detail and let me show you examples of my previous work. Looking forward to discussing this with you in our chat. ➡️ Skills & Experience: ✅ AI Development ✅ Telephony Integration ✅ CRM Systems ✅ Voice Recognition ✅ Node.js/TypeScript ✅ PostgreSQL ✅ API Development ✅ Natural Language Processing ✅ Frontend Development (React) ✅ Docker & Cloud Infrastructure ✅ Data Analytics ✅ User Experience Design Waiting for your response! Best Regards, Zohaib
$350 AUD in 2 days
7.7
7.7

after building ai voice receptionists for various industries, our clients typically see a 30% increase in lead conversion rates and a significant reduction in call handling times. to deliver a production-ready multi-tenant ai phone receptionist with a first-class crm/client portal, my approach will include: - leveraging twilio for seamless inbound call handling and voice control - implementing natural language processing for effective intent detection and conversation management - developing a robust crm portal with real-time analytics, lead management, and appointment booking functionalities - ensuring scalability and security through a cloud infrastructure (preferably aws or azure) i've successfully deployed similar systems for clients like nestlé and grok, resulting in enhanced customer engagement and operational efficiency. my expertise in low-code/no-code automation tools will streamline the integration process, making it faster and more efficient. let's set up a quick call to discuss your vision and how we can create a tailored solution that meets your needs.
$750 AUD in 7 days
7.4
7.4

I've successfully deployed similar multi-tenant AI voice receptionist systems using Dialogflow, Twilio, and a custom CRM integration, resulting in a 30% increase in client engagement for my previous client. My expertise lies in designing scalable, robust solutions using natural language processing (NLP) and speech-to-text technologies. My approach involves a phased implementation: First, designing the conversational flow using Dialogflow’s robust NLP engine. Second, integrating this with Twilio for seamless voice interactions and call management. Third, building a secure, multi-tenant CRM/client portal integration using a microservices architecture for optimal scalability and maintainability. This will be developed with Python and a suitable database (e.g., PostgreSQL) for efficient data management. Let's discuss your project! Could you share details on the desired client portal features and CRM system integration points to ensure a perfect fit for your specific needs?
$576.75 AUD in 21 days
6.5
6.5

Hello Alisha S., I have read the project details and understood the overall requirement. I am Abdul with 5 years of experience in PHP, Telemarketing, Software Architecture, Asterisk PBX, CRM, AI Text-to-speech, AI Chatbot Development, and AI Development. I have successfully delivered multiple projects in the same domain. For the AI Voice Receptionist project, I propose to build a robust AI phone receptionist integrated with a first-class CRM/Client Portal. The core capabilities will include telephony and voice control, AI conversation and actions, and a mandatory built-in CRM/Client Portal with essential features like dashboards, call logs, leads, bookings, and more. Please review my portfolio: https://www.freelancer.com/u/mannanmaan1425 Kindly connect with me so we can further discuss the project details in the chat. Best regards, Abdul
$250 AUD in 7 days
6.2
6.2

Hello! I’m excited about the opportunity to work on the AI Voice Receptionist project. With extensive experience in building AI-driven applications and a solid background in telephony and CRM integrations, I am confident in delivering a solution that meets your objectives. I previously developed a similar project for a healthcare provider, which included an AI receptionist that managed inbound calls, scheduled appointments, and integrated seamlessly with their existing CRM. This experience has equipped me with the insights needed to create a user-friendly and effective solution tailored to your needs. For a high-level technical plan, I propose utilizing Twilio for telephony, combined with a custom-built voice AI stack leveraging OpenAI for natural conversations. The backend will be developed using Node.js, with a Postgres database for managing structured data. I will ensure the system is scalable and secure, incorporating Redis for fast access to frequently queried data. I would love to discuss this project further to refine the details and ensure we align on your vision. Looking forward to your response! Best, Damandeep Singh
$500 AUD in 7 days
5.8
5.8

Hello, As an experienced full-stack developer with a specialty in React and UI design, I bring a unique blend of technical skills and creative problem-solving approach that sets me apart. Over the past decade, I've not only honed my AI Chatbot Development abilities, but I've also become adept at PHP - a skillset that aligns seamlessly with the project at hand. I have successfully developed and deployed numerous applications from scratch for a variety of purposes, always driven by the goal of user satisfaction. What distinguishes me further is my meticulous attention to detail. This project necessitates seamless conversation flows, accurately captured data, and efficient task management. My proficiency with telephony systems such as Twilio combined with a deep understanding of voice AI using OpenAI would prove invaluable here. Additionally, my prior work with databases like Postgres and Redis offers a solid foundation for executing the `'Backend'` aspect of this project. Moreover, having worked with AWS/GCP/Azure & terraform provides the necessary background for managing your infrastructure using suitable tech stacks. Lastly, if you're looking for more than just an analyst or developer for this project, if you seek a collaborator who truly invests themselves and takes part in every aspect of creating dependable software then look no further. I can confidently assure you that your vision will be realized effectively through me; from Thanks!
$250 AUD in 3 days
4.7
4.7

Hi Alisha. I'm a software developer which have 5+ years of experience on CRM, PHP As you can see from my work history on my profile, I can handle your project perfectly. And I will provide solution and my experience for this project via a private chat. Let's discuss in more details via chat. Thank you for the opportunity to bid. I look forward to a mutually beneficial collaboration for both parties. Best regards. Ruslan D.
$500 AUD in 7 days
5.0
5.0

Hello there, From your description, you want to build a production-ready multi-tenant AI voice receptionist that not only answers inbound calls and holds natural conversations but also captures leads, books appointments, answers FAQs, and escalates to humans when required. Alongside, you need a robust CRM/Client Portal with dashboards, call logs, lead tracking, booking management, reporting, and role-based access to give businesses complete visibility and control. Deliverables will include a scalable solution with full source code, architecture documentation, and technical training for smooth handover. I have 7+ years of experience. I specialize in AI-powered automation, telephony (SIP/PSTN, Twilio, WebRTC), and full-stack development using Node.js, Python, React, and scalable cloud infrastructures. I have worked extensively on ASR/TTS, CRM integrations (HubSpot, Salesforce, Kommo, Zoho), and secure multi-tenant SaaS applications with analytics and reporting. This background enables me to design both the voice intelligence layer and the client-facing portal as a unified, reliable system. My focus will be on delivering a stable, production-grade AI receptionist that provides businesses with measurable efficiency while ensuring compliance, security, and seamless integration. Best regards, PJ
$300 AUD in 7 days
4.9
4.9

Greetings, It looks like you're aiming to create a sophisticated AI voice receptionist that can handle calls, capture leads, and manage appointments while integrating seamlessly with a CRM system. My approach would involve leveraging reliable telephony solutions like Twilio, combined with advanced AI tools for natural conversation capabilities. This would ensure your AI receptionist can effectively manage tasks like answering FAQs, booking appointments, and escalating to human agents when necessary. With experience in building similar systems, I can develop a user-friendly CRM/client portal to provide you with valuable analytics and lead management features. I will also ensure the solution is scalable, catering to different industries like car dealerships and medical centers, as you've outlined. Looking forward to bringing this project to life! Best regards, Mehran Riaz
$550 AUD in 12 days
4.6
4.6

Hi Alisha S. Good evening Already have something live to show you Live Similar Site work I have gone through your requirement , I found it very interesting , Since I already have similar live to show you As i had worked on these tech CRM, Software Architecture, AI Development, AI Chatbot Development, Asterisk PBX, PHP, AI Text-to-speech and Telemarketing I can Implement is the similar or with changes for you !!!! Let us discuss more about this Thanks
$555 AUD in 12 days
4.3
4.3

Dear Hiring Manager, I have carefully reviewed your requirements for a multi-tenant AI Receptionist with CRM/Client Portal and I am confident in delivering a production-ready, scalable solution that blends robust telephony with advanced AI and an intuitive portal. With 20+ years of software engineering and AI integration experience, I specialize in building voice-enabled, data-driven platforms that are secure, reliable, and easy to scale. ➡ Develop a voice-enabled AI receptionist (Twilio/Plivo for telephony + low-latency ASR/TTS) capable of answering calls, handling FAQs, booking appointments, capturing leads, and escalating when required. ➡ Implement AI conversation flows with guardrails (no medical/legal advice, emergency redirects, slot filling, multi-intent handling). ➡ Build a full CRM/Client Portal with dashboards, call logs, leads, bookings, FAQ editor, reports/exports, and user roles with row-level security. ➡ Deliver industry presets (Car Dealers, Medical Centres, Tradies) for faster onboarding. ➡ Ensure deployment-ready infra using Docker + AWS/GCP/Azure, with monitoring via OpenTelemetry and Grafana/Datadog. ➡ Provide documentation, training videos, and UAT scripts for smooth handover. ➡ Optional integrations: HubSpot, Salesforce, Zoho, Google/Microsoft Calendars, Zendesk/Freshdesk. Best Regards, Mayank Saluja
$1,500 AUD in 40 days
4.8
4.8

As an Asterisk PBX expert with over a decade of experience, I am confident in my ability to deliver on the objectives of your AI Voice Receptionist project. Throughout my career, I have consistently optimized and customized PBX systems that drive effective communication solutions for businesses. My industry knowledge goes beyond simply installing or managing phone systems; I focus on creating systems that are reliable, scalable, and high-performance - all key aspects for your project. In addition to my direct expertise in the field, I am skilled at system integration including webRTC, cloud deployment and VoIP infrastructure which makes me the ideal candidate to seamlessly connect all aspects of your project. Furthermore, my proficiency in Twilio and Plivo as telephony Protocols justify my strong preference for them in building your AI Phone Receptionist & CRM/Client Portal system. My command of the rest of the technologies indicated such as NestJS/Express, Postgres (row-level security), Redis etc ensure that i can successfully develop the Backend Database and frontend platform to your precise requirements.
$500 AUD in 7 days
4.4
4.4

As an experienced freelancer with a deep understanding of AI technologies and voice applications, I am confident that my skills align perfectly with the needs of your project. With over 15 years in the technical field, I have developed a strong comprehension of the intricacies involved in building a production-ready solution like an AI Voice Receptionist. My expertise extends to PHP, a skill that integrates seamlessly with your preferred tech stack. Building your AI Receptionist wholly involves using a twofold approach: understanding user intents and providing accurate responses within the bounds of your industry requirements. I have successfully worked on similar projects and can leverage this experience to build an extensive knowledge base for your CRM/Client Portal that includes editable FAQs, greetings, hours and escalation numbers. In addition to fulfilling all the core requirements specified by the project description such as call handling and control functions, intent detection, bookings, support for multiple verticals, generated reports and more; my solution will carriage several desired integrations such as CRMs like HubSpot, Pipedrive, Zoho and more. I am committed to delivering a tailor-made solution that exceeds expectations.
$500 AUD in 7 days
4.6
4.6

Hello Alisha S., I’ve reviewed your project description and believe I’m an excellent fit for this role. I recently completed a similar project just a month ago. My background covers PHP, Telemarketing, Software Architecture, Asterisk PBX, CRM, AI Text-to-speech, AI Chatbot Development, AI Development. Let's connect in chat so that we discuss this further. Regards
$420 AUD in 7 days
4.0
4.0

As a seasoned expert in AI and ML with over 25 years of experience, I am convinced that my team and I can deliver an extraordinary AI Voice Receptionist solution that is tailored to your unique needs. Our portfolio includes numerous successful projects where we've built intelligent, scalable, and user-friendly platforms - quite similar to what you're after. With robust language-processing models like OpenAI combined with our domain-specific ASR/TTS, bringing natural conversations and smooth call-handling to your users will be our speciality. The core of our business is constructing solutions that make sense for the clients’ long-term goals. Thus, we fully understand the importance of a reliable CRM and client portal, which is why we have extensive hands-on experience with building such systems. Past projects are an excellent indicator of future success which is why I'm excited to share several powerful demos from our portfolio. In terms of timeline and milestones, based on the provided project goals we anticipate roughly X months to deliver a fully functional AI Receptionist solution with a robust CRM/Portal that satisfies all your needs. Our pricing structure will be competitive yet fair and transparent at every stage without compromising quality. I look forward to discussing further how our skills, talents, and vision can support your company's objectives successfully. Let's redefine the way your clients perceive 'receptionists'!
$750 AUD in 7 days
4.0
4.0

Hello, I'm Khelifi Salmen, a full-stack developer specializing in automation, SaaS development, and scalable API integrations. I see you're looking to build a multi-tenant AI Voice Receptionist integrated with a CRM/Client Portal, and that sounds right up my alley. I've successfully worked on similar systems, and I believe my approach can help make this project a success. MY PLAN FOR PHASE 1: Discovery & Core PoC Requirements Deep Dive & Architecture: First, we’ll sit down to define the most critical features for the MVP. I'll focus on creating a scalable architecture that works seamlessly with Node.js/Next.js and Postgres, tailored specifically for multi-tenancy. Telephony & Voice AI Integration: For handling inbound calls, I’ll integrate Twilio and connect it to an AI like Vapi, or OpenAI to capture leads or respond to FAQs. I’ll ensure the system uses a high-quality ASR/TTS platform to keep everything running with low-latency and high reliability. Basic CRM Data Capture & UI: Next, we’ll set up a simple but secure dashboard to capture call logs and lead data. This will provide a basic CRM to get things off the ground, giving you insight into interactions without over-complicating things. I’m excited to work with you on this! Looking forward to hearing your thoughts. Best regards, Khelifi Salmen
$900 AUD in 10 days
3.7
3.7

Hello Alisha, I am excited about the opportunity to develop the AI Voice Receptionist with an integrated CRM/Client Portal. With over 7 years of experience in software development and strong expertise in AI technologies and telephony, I am confident in delivering a robust solution that meets your specifications. My background includes working with telephony platforms such as Twilio and building sophisticated AI conversation systems with natural language processing capabilities. Additionally, I have proficiency in backend development using Node.js and database management with PostgreSQL, ensuring a seamless and scalable application. I look forward to discussing how my skills can help bring your vision to life. Thanks, Andrii
$500 AUD in 2 days
3.9
3.9

I have successfully developed AI agents for social media management (Meta/Facebook), customer support, lead generation, and appointment booking—all powered by n8n and integrated seamlessly with existing business systems. My expertise lies in designing end-to-end automation workflows that combine n8n orchestration with advanced AI models such as OpenAI GPT-4, Claude, LLaMA, and other state-of-the-art LLMs, enabling intelligent, context-aware, and scalable business solutions. Sure, I can handle your project on AI Voice Receptionist. Kindly please connect in chat to discuss. I specialize in: • n8n Workflow Development: API integrations, webhook automation, multi-step workflows, and data transformations. • AI Agent Design: Conversational models, NLP/NLU pipelines, prompt engineering, and fine-tuning for domain-specific tasks. • Cross-Platform Integration: Social media APIs (Meta/Facebook, Instagram, LinkedIn), CRM systems, email marketing platforms, and custom backend systems. • Automation Infrastructure: Self-hosted n8n on Docker/VPS, cloud deployments, API authentication (OAuth, tokens), and data security best practices. • Advanced Use Cases: Intelligent lead qualification, AI-driven customer engagement, automated scheduling, and content generation pipelines. Whether it’s creating a fully automated sales funnel, AI-powered content research tool, or real-time customer support agent, I deliver secure, documented, and scalable solutions tailored to business needs.
$700 AUD in 10 days
4.5
4.5

Greenacres, Australia
Payment method verified
Member since Feb 9, 2020
$30-250 AUD
$30-250 AUD
$150-200 AUD
$30-250 AUD
$30-250 AUD
$15-25 USD / hour
₹600-1500 INR
$15-25 USD / hour
$2-8 USD / hour
$10-30 USD
₹250000-500000 INR
£750-1500 GBP
₹1500-12500 INR
$10-30 USD
$750-1500 USD
$10 USD
$30-250 USD
$250-750 USD
₹12500-37500 INR
₹1500-12500 INR
₹37500-75000 INR
$40-80 USD / hour
$2-8 CAD / hour
₹100-400 INR / hour
₹600-1500 INR