CRM and Automation Consultants

Voice Is the Missing Channel in Every Stack You Implement

CRM consultants add Help Genie as the voice layer: inbound capture, lead handoff with transcripts and summaries, and post-go-live support that keeps clients on retainer.

Launch your first client in about two weeks
Apply as this segment Partner pricing
0
AI Genies Available
0
Industries Covered
24/7
Always Available
0
Languages Supported

Why crm and automation consultants partner with Help Genie

  • Close the loop on leads your clients already pay to generate
  • Turn every conversation into a lead with a transcript and summary
  • Extend implementation projects with a tangible voice deliverable

How consultants make money

Add a voice module to every CRM implementation ($1,000 to $5,000 setup) plus $199 to $399 monthly for monitoring and tuning. Voice becomes a standard line item in your SOW.

Use cases for your clients

Manufacturing Channel Spread

Read use case →

New Product Launch Day

Read use case →
Download one-pager PDF Try a demo See templates

Segment playbook

CRM consultants add Help Genie as the voice layer: inbound capture, lead handoff with transcripts and summaries, and post-go-live support that keeps clients on retainer. Start with one pilot client, document results, then roll the same package across your book of business. Enablement kits and demo genies arrive after qualification.

CRM and Automation Consultants FAQ

Which CRMs and tools integrate?
None as standard today. Every conversation becomes a lead with the transcript, a summary and the contact details, sent by email, and a developer API is available for building your own connection.
Can I build voice into my existing implementation methodology?
Yes. The enablement kit includes SOW language, discovery questions, and demo flows you can drop into proposals.
Do I need ElevenLabs or telephony expertise?
No. Help Genie handles the voice and phone side. You configure the knowledge, the conversation and where leads go.
What if my client already has a chatbot?
Voice genies complement chat: they handle phone-first buyers and after-hours callers who never open the widget.

Apply as a crm and automation consultants partner

Five-minute application. We match you to resources and tier after review.

Apply to Partner