Project Elevate | Smart CRM & Call Flow Solutions

Project Elevate

Raising the Customer Experience and Growing Sales with Smarter Technology

Project Elevate helps companies improve customer experience and increase sales by modernizing how they handle inbound calls, orders, and service. We integrate your phone system with CRM and ERP platforms like Dynamics 365 and Business Central, while adding AI to capture missed calls and streamline workflows. The result? Fewer dropped leads, faster service, and better visibility across teams—all without adding complexity to your tech stack.

Our Solutions

Inbound Call Optimization

Smart routing ensures callers reach the right team—sales, service, or vendors—quickly and efficiently.

CRM & ERP Integration

We connect Dynamics 365 and Business Central to your phone system to give teams full visibility in real time.

AI Call Handling

Automatically capture and follow up on missed calls using AI-powered voice assistants and voicemail transcription.

Performance Dashboards

Track key performance metrics like call volume, sales conversion, response times, and more in real time.

Our Process

Phase 1: Foundation

Setup CRM/ERP sandboxes, enable call queue features, and establish performance benchmarks.

Phase 2: System Integration

Connect phone system, CRM, and ERP. Launch chatbot and prepare outbound call campaigns.

Phase 3: AI & Automation

Deploy intelligent agents and proactive workflows to support customer inquiries 24/7.

Phase 4: Scale & Innovate

Expand functionality with real-time analytics, predictive AI, and direct-to-customer capabilities.

What You Can Expect

  • Fewer missed calls and faster response times
  • Simplified ordering and customer service workflows
  • Full visibility into customer behavior and orders
  • Increased lead conversion and team productivity

Let’s Elevate Your Business

Get in touch today to learn how we can modernize your customer service and sales systems.

Book a Discovery Call