InvoicifyAI

InvoicifyAI helps service businesses handle customer calls, sales work, and follow-up in ChatGPT. Review saved AI Receptionist and outbound AI call summaries or transcripts, create manual CRM tasks from those calls, find customers and leads, prepare unsent invoice and estimate drafts, and check receivables, expenses, appointments, and service requests. Ask ChatGPT to have Call for Me call a vendor or supplier on your behalf to confirm a delivery, check availability, or arrange a service. Before the call request is placed, confirm the recipient, phone number, purpose, timing, maximum call length, and whether you want to join. The AI agent cannot accept prices, make purchases, or promise payment. With permission, other supported tools can update records, issue or email sales documents, and record a payment already received. The AI Receptionist handles incoming calls in InvoicifyAI; this connection reads its saved call history. Access depends on the connected company, role, OAuth permissions, and feature access. Appointment booking, rescheduling and cancellation tools, CRM note writes, and invoice draft editing are unavailable through this connection. It cannot charge cards, send text messages, or create payment links.