AI TOOL PROFILE

Valerie AI Voice Assistant

Valerie helps small and mid-sized businesses handle call overflow and lead qualification. It is designed for teams that need 24/7 availability for bookings.
  • Sales
  • Voice AI
  • Small businesses
  • Mid-market companies
  • Service-based practices
  • Sales teams

Pricing

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.

At a glance

Best for
Small businesses, Mid-market companies, Service-based practices, Sales teams
Key use cases
Medical and Dental Scheduling, Home Services Coordination, Legal Lead Qualification, Real Estate Management, Call Overflow Support
Integrations
CRM, Calendars, HubSpot
Visit valerievalerie software interface screenshot

How AI is used

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.

Key Features

  • Automated Call Handling

    Answers inbound calls 24/7 to qualify leads and book appointments.

  • CRM and Calendar Integration

    Connects to existing tools to update client records and schedule meetings in real time.

  • Lead Follow-up

    Supports outbound calling to follow up with prospects.

  • Invoice Recovery

    Designed to help businesses chase unpaid invoices via voice AI.

  • No-Code Setup

    Allows users to connect their CRM and calendar without writing code.

  • Compliance Standards

    SOC 2 Certified, HIPAA-Ready, and GDPR compliant for data handling.

Use Cases

  • Medical and Dental Scheduling

    Handling patient calls, bookings, and reminders.

  • Home Services Coordination

    Managing urgent service calls and scheduling jobs while technicians are on-site.

  • Legal Lead Qualification

    Capturing inbound inquiries, qualifying potential clients, and booking initial consultations.

  • Real Estate Management

    Automating responses to tenant inquiries and maintenance requests.

  • Call Overflow Support

    Managing high call volumes for call centers during peak times.

Integrations

  • CRM
  • Calendars
  • HubSpot

FAQ

Does Valerie integrate with other business tools?

Yes, Valerie connects with CRMs, calendars, and call platforms to update records and book meetings in real time.

How is Valerie priced?

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.

Is the software suitable for healthcare providers?

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

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