

Valerie is an AI phone assistant that handles inbound and outbound calls. It is designed to pick up calls, qualify prospective leads, and schedule appointments into a user's calendar. The tool also supports following up on leads and chasing unpaid invoices.
It is built for service-based businesses such as medical practices, law firms, real estate agencies, and home service providers. The system connects to CRMs and calendars to update records and trigger workflows in real time without requiring custom code.
Buyers should note that capabilities vary by plan; for example, CRM and scheduling integrations are listed under the Pro plan and above. Each plan includes a set number of minutes, with overage charges applying once those limits are reached.
Answers inbound calls 24/7 to qualify leads and book appointments.
Connects to existing tools to update client records and schedule meetings in real time.
Supports outbound calling to follow up with prospects.
Designed to help businesses chase unpaid invoices via voice AI.
Allows users to connect their CRM and calendar without writing code.
SOC 2 Certified, HIPAA-Ready, and GDPR compliant for data handling.
Handling patient calls, bookings, and reminders.
Managing urgent service calls and scheduling jobs while technicians are on-site.
Capturing inbound inquiries, qualifying potential clients, and booking initial consultations.
Automating responses to tenant inquiries and maintenance requests.
Managing high call volumes for call centers during peak times.
Plans start at $49/month for the Starter tier. Higher tiers include Pro ($149/month) and Growth ($499/month). A 7-day free trial is available.
Yes, Valerie connects with CRMs, calendars, and call platforms to update records and book meetings in real time.
Pricing starts at $49/month for the Starter plan. Pro and Growth tiers are also available, with overage charges applied after the included minutes are used.
Yes, Valerie is HIPAA-Ready and SOC 2 Certified, which is designed to help safely handle sensitive healthcare conversations.
Source category: Sales
Source subcategory: Voice AI
Valerie is an AI voice assistant for small and mid-sized businesses that automates call answering, lead qualification, and appointment booking. It supports workflows through CRM and calendar integrations available on the Pro plan or higher.