JustCall AI Cloud Phone System
All-in-one AI communication tool for financial Planners
JustCall is a modern AI-powered cloud phone system built for customer-facing teams, including financial advisors. It brings together voice, SMS, WhatsApp, and email in one seamless dashboard that integrates with popular CRMs like Salesforce, HubSpot, and more. With advanced features like automated logging, unified workspace, IVR intelligent routing, intelligent call coaching, seamless CRM integration, team performance analytics, sentiment analysis, smart appointment scheduling, and an AI voice agent to handle after-hour calls or serve as a virtual front desk, JustCall helps financial planners save time, reduce manual work, and enhance the client experience. Designed for scale, JustCall makes communication smarter, faster, and more secure for firms of any size.
FPA Advantage
JustCall can help FPA members streamline how they connect with clients by providing advanced, AI-powered communication tools designed for the financial services industry. Features like automated logging, unified workspace, and seamless CRM integration eliminate manual effort and ensure every client interaction is captured and organized. Advisors can also benefit from smart appointment scheduling, IVR routing, and a 24/7 AI voice agent that can handle after-hour calls or act as a front desk assistant. With real-time coaching and performance analytics, JustCall empowers advisors to improve client service and stay compliant—all in one platform.
Benefits
- Automated logging: Minimize manual tasks with automatic data logging post-call
- Unified workspace: Manage conversations, calls, and meetings in one place
- IVR intelligent routing: Direct customers to the right person or team
- Intelligent call coaching: AI-powered tools for onboarding and real-time support
- Seamless CRM integration: Connect easily with 100+ CRM platforms
- Team performance analytics: Monitor call quality, service efficiency, and team productivity
- Sentiment analysis: Understand client moods through AI powered speech analysis
- Smart appointment scheduling: Automate and streamline booking
- AI voice agent: Handle after-hour calls or act as a virtual front desk assistant