Decide which work the service owns
Conversion24 configures and runs follow-up of existing enquiries through approved messaging and AI voice playbooks. Your team agrees the audience, desired appointment, contact windows and escalation rules. Lead generation, specialist advice and closing the sale are separate responsibilities.
Define the handoff into and out of your CRM
Send the record identifier, lead source and information needed for the approved conversation. Agree which outcomes return to the original record and who acts on a human handoff. Stop overlapping CRM sequences so the same person does not receive competing messages.
Compare total cost against a defined scope
Separate the starting engine price per processed lead from voice minutes, messaging usage and applicable setup costs. The published minimum purchase is 100 playbooks per month; businesses with fewer than 100 monthly leads can use the service. Review the pricing terms before comparing the service with internal follow-up time.
Use a pilot with an agreed review window
Choose a clear segment, retain its source and record the starting process. Compare replies, booked appointments, attendance and sales using matching observation windows. Review opt-outs and handoffs as well as volume. Agree acceptance criteria before interpreting a small pilot as a reliable improvement.
Do I have to move my pipeline to Conversion24?
No. The intended setup keeps your existing CRM as the source of truth and returns the agreed follow-up outcomes through the configured connection. The exact fields and integration must be agreed during setup.