DynamIQ Payment Solutions

The challenge

DynamIQ Payment Solutions is a New Jersey payment processing company that grows by reaching business owners directly. That meant a heavy daily outbound load — somewhere between 50 and 100 calls every day, dialed by hand.

The leads behind those calls were spread across nine separate Excel files, with duplicates, inconsistent formatting, and no single place to see who had been called, what happened, or what should happen next.

What we built

I. Data cleanup and a real CRM

We merged all nine files, removed duplicates, standardized formatting, and produced a clean list of 2,432 leads. That data now lives in an 18-column CRM that tracks each lead's details, call status, and outcome in one place.

II. An AI outbound voice agent

Built on Vapi, the voice agent takes over the daily calling — working through the lead list, holding the conversation, and capturing how every call ends.

III. An automation pipeline tying it together

A Make automation receives Vapi's webhooks after each call, writes the results back to the CRM in Google Sheets, and puts booked meetings directly on Google Calendar. No one has to copy call notes or schedule follow-ups by hand.

The result

• 50–100 daily manual calls handed off to an AI voice agent.
• 2,432 clean, deduplicated leads in a single source of truth instead of nine spreadsheets.
• Every call outcome logged automatically in an 18-column CRM.
• Booked meetings land on the calendar without anyone lifting a finger.

The team's time now goes to the conversations that matter — the prospects who are ready to talk.