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Seamless Integrations with CRM, ERP & Contact Center Apps

Verbix.ai extracts the data that matters most based on your business rules and automatically integrates it into third-party systems to enable faster actions and smarter workflows.

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Integrations with CRM, ERP, and contact center apps

How It Works

Conversation Data

Verbix.ai Data Extraction

CRM / ERP / Support Apps

Business Actions

Data flows seamlessly: Verbix.ai extracts identifiers, intents, and compliance confirmations from calls and pushes them into the right systems enabling automated workflows and immediate follow-up actions.

How Integration Boosts Productivity

+ 28%

Efficiency Score

Automated data flow reduces manual effort and improves accuracy.

+ 25%

Compliance Accuracy

Structured extraction ensures mandatory data is always captured.

+ 35%

Productivity Gain

Agents spend more time with customers and less on admin tasks.

Types of Data Extracted by Industry

Healthcare & Clinics

  • Patient ID
  • Appointment details
  • Treatment history

Health & Life Insurance

  • Policy number
  • Plan type
  • Claim details

Banking & Finance

  • Account number
  • Transaction ID
  • Loan details

Travel & Travel Insurance

  • Booking reference
  • Travel dates
  • Insurance coverage

E-commerce

  • Order ID
  • Return requests
  • Payment method

Home Appliance Support Centers

  • Product serial number
  • Warranty info
  • Service request ID

Data Extraction Facilities

Verbix.ai allows users to define exactly what types of data should be extracted from conversations. This includes identifiers such as policy numbers, transaction IDs, or client names, as well as contextual information like intent, product interest, or compliance confirmations..
These extracted data points can be mapped directly into CRM fields, ERP modules, or support ticketing systems, enabling automated workflows and reducing delays caused by manual data entry.

Customer Story

“Integrating Verbix.ai with Salesforce and SAP allowed us to automate data flow from calls to our business systems. This reduced manual work by 40% and improved client response times significantly.”
— IT Director, Global BPO Services