CRM with an ElevenLabs AI sales agent
An AI sales rep calls a B2B list, qualifies prospects, handles common objections and returns the outcome, transcript and recording to X10 CRM.
Start a voice-agent call from a deal or let the agent answer inbound calls.
The agent can find the customer, use approved context and write back an outcome.
Transcript, summary and recording return to the customer timeline.
An AI agent works a filtered list and records every attempt automatically.
ElevenLabs supplies the natural voice; X10 CRM supplies the prospect list, pipeline, business context and control. Together they form an AI sales rep that works a B2B list, holds a two-way conversation, qualifies fit, handles common objections and hands a warm opportunity to a human with the complete call history.
Buyers rarely search for the underlying technology first. They search for an AI cold-calling agent, an AI SDR, a voice bot for outbound sales or a CRM with an AI sales rep. X10 CRM joins the pieces those searches describe: the list, stages, campaign, call, transcript and next action all live in one pipeline.
That matters most in B2B sales with a long buying cycle. The agent is not expected to close a complex deal on the first call. It works the top of the funnel consistently: verifies the contact, uncovers a need, gathers qualification data and preserves human selling time for discovery, demos, proposals and negotiation.
#What a CRM with an AI sales agent actually means
This is not a recorded script or an IVR menu. The agent listens to free-form answers, keeps context, asks follow-up questions and chooses the next response under your sales rules. X10 CRM decides who to call, supplies approved data and turns each outcome into a pipeline action.
| Approach | What it does | Where a human is needed |
|---|---|---|
| Power dialer | Dials quickly and connects an answer to an available rep | A rep holds every conversation |
| Recorded message | Plays identical audio to the entire list | Cannot hold a real dialogue |
| X10 CRM AI sales agent | Talks, qualifies, records outcomes and hands off qualified leads | A rep joins for discovery, demo and closing |
| Human SDR | Researches complex accounts and creates bespoke outreach | Focuses on strategic or already-qualified opportunities |
#What an AI voice agent can do
- Outbound calls from a deal for one known customer.
- Automated calling campaigns across a filtered lead list and schedule.
- Inbound reception that qualifies a caller and hands off to a human.
- CRM tool calls to look up a lead and save an approved status or outcome.
- Transcripts and summaries attached to the customer's timeline after the call.
#From voice call to updated deal
- 01
CRM supplies context
Phone, name, project and approved variables are passed into the conversation.
- 02
The agent holds the dialogue
Voice, language, prompt, objection rules and human handoff are configured per scenario.
- 03
Tools perform an action
The agent finds the deal and writes the permitted outcome or status.
- 04
CRM retrieves the conversation
Webhook and background import bring back transcript, summary, audio and metadata.
#AI calling campaigns without manual dialling
Use campaigns for lead qualification, reactivation, reminders and short surveys. Each campaign has a lead filter, schedule, concurrency limit and retry rules; a human joins only when the scenario calls for one.
| Scenario | What the AI agent does | What returns to CRM |
|---|---|---|
| Lead qualification | Asks questions and identifies intent | Summary, transcript and deal status |
| Database reactivation | Checks whether interest is still current | Contact outcome and a rep task |
| Reminder | Confirms an appointment, payment or event | Call fact and customer response |
| Inbound line | Greets, captures intent and identifies the caller | A new or matched deal with context |
| Human handoff | Recognises buying intent and transfers the call | Conversation history before transfer |
#How an AI agent runs a B2B cold-calling campaign
- 01
Segment the list
Select leads by project, source, industry, stage or any other CRM filter.
- 02
Define the offer and ICP
Set the target profile, first-call value, qualifying questions and disqualification signals.
- 03
Design the dialogue
Give the agent a role, verified product facts, boundaries, objection logic and one clear call objective.
- 04
Run a small test wave
Review recordings and transcripts, then improve the prompt using real prospect responses.
- 05
Scale with safeguards
CRM controls schedule, concurrency, retries and the do-not-call exclusion list.
- 06
Hand off interested prospects
The agent updates the stage, creates a task or transfers the live call with context.
- 07
Optimise from outcomes
Compare objections, qualified-lead rate and movement to the next pipeline stage.
#Qualifying a B2B prospect during the call
| What the agent learns | Example question | CRM result |
|---|---|---|
| Profile fit | How is your sales team organised today? | Target or non-target segment |
| Business problem | Where do enquiries fall through most often? | Need and concise summary |
| Scale | How many reps or calls does the team handle? | Team size and potential |
| Decision process | Who else takes part in selecting a CRM? | Contact role and stakeholders |
| Timeline | When do you plan to change the process? | Implementation horizon |
| Next step | When would a short tailored demo work? | Rep task or agreed meeting |
#Handling cold-call objections
- “Now is not a good time.” Agree a better time and schedule the follow-up.
- “We do not need a CRM.” Ask one diagnostic question instead of reading a pitch.
- “We already have a system.” Clarify whether it covers the relevant calling and quality-control workflow.
- “Send me information.” Capture context so a rep sends relevant material, not a generic deck.
- “How much does it cost?” Explain pricing factors and hand off for an accurate quote.
- “Do not call again.” End politely and exclude the contact from every future wave.
#Personalising calls with CRM data
Name, project, source, previous stage and other approved fields are passed as dynamic variables. The agent can speak in context without receiving unrestricted access to the database: X10 CRM exposes only what that scenario needs.
| Variable | Example use |
|---|---|
| Customer name | A natural personal greeting |
| Project name | The correct brand and conversation script |
| Deal stage | Different logic for a new lead and a repeat contact |
| Previous agreement | A reminder without asking for known information again |
| Outcome code | A controlled pipeline update through an approved CRM tool |
#How the AI sales rep hands a lead to a human
| Call outcome | X10 CRM action | What the rep receives |
|---|---|---|
| Interested | Move to Qualified and create an urgent task | Need, answers, summary and recording |
| Call later | Schedule the agreed follow-up | Reason and time commitment |
| Send material | Create a personalised follow-up task | The exact subject of interest |
| Not a fit | Move to the correct stage without a rep task | Disqualification reason |
| Do not call | Exclude from every future campaign | Explicit reason and interaction history |
| Ready now | Transfer or alert an available rep | Conversation context before handoff |
#Metrics for AI outbound sales
| Metric | What it tells you |
|---|---|
| Contacts and attempts | How much of the list has actually been worked |
| Answer rate | Number quality and whether campaign timing is right |
| Meaningful conversations | How many answers became a genuine dialogue |
| Qualified prospects | How many contacts match your sales criteria |
| Next steps booked | Demos, consultations and agreed follow-ups |
| Objection reasons | How to change the offer, segment or script |
| Revenue conversion | Which campaigns create sales rather than call volume |
#B2B use cases for an AI sales agent
- First touch on a cold list to establish fit and interest.
- Reactivation of dormant leads that stopped responding or delayed a decision.
- Immediate response to a form fill while a buyer is still comparing options.
- Post-event and webinar follow-up with structured routing to sales reps.
- Customer research to collect feedback or validate demand for a new offer.
- Cross-sell to existing accounts before handing interest to the account manager.
- Meeting confirmation to reduce no-shows and reschedule immediately.
#Transcripts, recordings and reliable history
Every completed conversation can add a speaker-labelled transcript, short summary, recording and technical metadata to the deal. If the webhook is absent, X10 CRM periodically imports missing ElevenLabs conversations; repeat delivery updates the existing call rather than creating a duplicate.
#Webhooks, security and controlled actions
- Webhook signatures are verified before conversation data is accepted.
- Retries do not create duplicates because the conversation identifier is stable.
- The API key stays server-side and is never sent to the browser.
- Allowed status codes are predefined, so an agent cannot rewrite the pipeline freely.
- Background import backs up the webhook and retrieves missing completed conversations.
#What is required
- An ElevenLabs account and API key
- A voice agent and, for outbound calls, a connected phone number
- A prompt with role, boundaries and human-handoff logic
- The CRM status codes the agent is allowed to use
- A webhook and secured server-side X10 CRM tools
#Official ElevenLabs resources
Explore the official ElevenLabs website, its guidance on AI for sales calls and AI SDRs, plus documentation for batch calls, API webhook tools and post-call webhooks.
#Best when connected to the live pipeline
The strongest setup is not a disconnected phone list. The agent sees the lead's source and stage, hands hot conversations to a rep, and feeds the outcome into X10 CRM AI analytics.
Frequently asked questions
- Can ElevenLabs change a deal status?
- Yes, through a secured X10 CRM tool and only to the status codes explicitly allowed by the scenario.
- Do the transcript and recording return to CRM?
- Yes. The deal can receive the transcript, summary, recording and conversation metadata after the call.
- Can it run automated outbound campaigns?
- Yes. A campaign works through a lead selection with a schedule, concurrency, retry rules and a result log.
- What about calls launched in ElevenLabs itself?
- X10 CRM periodically imports the ElevenLabs history and links the conversation to the newest deal matching the customer's phone.
- Can the AI transfer a call to a rep?
- Yes, when human handoff is configured in the telephony route and the agent's rules.
- Is an AI sales agent suitable for B2B cold calling?
- Yes, especially for first touch, ICP qualification, database reactivation and booking a next step. Complex discovery, negotiation and closing should move to a human seller.
- Can the agent handle objections?
- Yes. Give it verified product facts, boundaries and logic for common objections. It hands unusual or risky questions to a rep instead of inventing an answer.
- Can it book a demo or callback?
- It can collect a suitable time, record the agreement in CRM, create a rep task or call a connected calendar tool.
- How does it honour do-not-call requests?
- The request is stored as a protected outcome and excludes the contact from future campaigns, overriding the sales script.
- Does AI replace the whole B2B sales team?
- No. It removes the high-volume work of first touch and qualification. Humans remain responsible for trust, tailored discovery, proposals, negotiation and closing.