Pricing

Our process

Customer Direct designs programs around your customers, systems, hours, and brand. We build every workflow for consistency, accuracy, flexibility, and a customer experience that feels like part of your team.

1

Business Discovery

We start by learning why people call, what each caller needs, how your team wants messages delivered, and where missed calls, after-hours coverage, overflow, or lead response are creating friction today.

What we define:

Caller scenarios and urgency levels

Brand voice, greetings, and service standards

Coverage goals and success metrics

2

Custom Workflow & Systems Integration

After discovery, we turn your requirements into practical call flows for live agents, AI voice agents, supervisors, and your internal team. Then our technical team connects the calendars, CRMs, help desks, phone systems, messaging tools, and knowledge sources your program needs.

What we build and connect:

Greetings, scripts, and intake questions

Decision paths for leads, appointments, and support needs

Routing, message delivery, and escalation logic

Calendars, CRMs, help desks, and phone systems

Knowledge sources and operational data

3

Staffing Plan

We design the right coverage model around your hours, call types, customer expectations, and volume patterns, then match live agents, AI support, multilingual capacity, and overflow coverage to the work.

How we match talent:

Live agent coverage for judgment and empathy

AI voice agent use cases for repeatable calls

Multilingual, after-hours, and overflow capacity

4

Training & Quality Monitoring

Quality starts before the first call and keeps improving after launch. Customer Direct University, QA scorecards, conversation analysis, coaching dashboards, and calibration sessions keep agents aligned with your brand and your standards.

How quality improves:

Custom training around your scripts, systems, and scenarios

Automated and human-reviewed QA scorecards

Coaching insights from real caller conversations

5

Performance & Continuous Improvement

After launch, we review calls, reports, staffing, routing, and customer experience behind the numbers. We listen to real interactions, calibrate responses, and use conversation trends to refine scripts, routing, AI use cases, training, escalation rules, and customer experience opportunities.

What we review and improve:

Coverage, call volume, and response patterns

Service, lead, scheduling, dispatch, and quality performance

High-value caller moments and missed-opportunity patterns

Script, routing, and coaching refinements

Policy, process, and automation opportunities

Built to answer every call, capture every lead, and never miss an opportunity.

Each capability is backed by the operating experience, coverage, and quality systems needed to make the process reliable after launch.

1

Multilingual

Live + AI Agents

Professional agents handle the calls that need empathy, judgment, and escalation. AI voice agents help with speed, after-hours coverage, FAQs, lead capture, and repeatable workflows.

support options

2

24/7

24/7 after-hours & overflow

Cover evenings, weekends, holidays, lunch breaks, and call spikes without forcing callers into voicemail or asking your team to staff up permanently.

coverage available

3

30+ years

Appointment scheduling & dispatch

Book, confirm, reschedule, qualify, route, and escalate calls using the calendars, CRMs, messaging tools, and phone workflows your team already uses.

helping teams capture calls, leads, and revenue

4

Millions

Conversation intelligence & reporting

Call summaries, scoring, sentiment, topic detection, and performance reporting turn answered calls into visibility your team can use to improve.

of customer interactions handled

5

11 years

Quality built into the workflow

Training, QA scorecards, coaching, and calibration keep representatives aligned with your brand voice, escalation rules, and customer standards after launch.

average client tenure

6

No setup

Easy to start, easy to trust

No setup fees and no long-term lock-in make it simple to get covered, learn what callers need, and scale the right mix of people, process, and technology.

fees to get started

Security, privacy, and reliability built into every step.

From call handling and intake to reporting and QA, Customer Direct is designed to protect customer information while keeping your program easy to operate.

SOC 2

HIPAA

PCI DSS

GDPR

Frequently asked questions.

Answers to the setup, coverage, integration, and compliance questions teams usually ask before they launch with Customer Direct.

How long does it take to get started?+

Timing depends on the workflows, integrations, and coverage model your answering program needs. We start with discovery, map the call flows, connect your systems, train the team, and launch once the program is ready to answer consistently.

Do I need to sign a long-term contract?+

No. Customer Direct is designed to be easy to start and easy to adjust, with no long-term lock-in required.

Can Customer Direct work with our existing tools?+

Yes. We can connect with calendars, CRMs, help desks, phone systems, messaging tools, and knowledge sources so your answering workflow fits the way your team already works.

Are there setup fees?+

No. There are no setup fees to get started with Customer Direct.

How do you handle security and compliance?+

Security is built into the workflow from intake and routing through reporting and quality monitoring. Customer Direct supports programs that need privacy-conscious operations and frameworks including SOC 2, HIPAA, PCI DSS, and GDPR.

Can you cover after-hours, overflow, and multilingual calls?+

Yes. We can design coverage for evenings, weekends, holidays, lunch breaks, call spikes, multilingual needs, and overflow so callers do not have to fall into voicemail when your team is unavailable.

Every interaction is an opportunity.

Capture every opportunity and create customer experiences that build loyalty.

Let’s Talk View pricing

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