Ready to build better conversations?
Simple to set up. Easy to use. Powerful integrations.
Get free accessReady to build better conversations?
Simple to set up. Easy to use. Powerful integrations.
Get free accessPicture the scene: Your sales or support team are finishing a week of high-value customer conversations, only to realize critical insights are lost in the shuffle, buried in someone’s notebook, or stuck in a siloed system. Sound familiar? It’s a scenario I’ve seen too often as the Founder of Fileroom, working with B2B businesses who care deeply about growth but are stretched thin on resources. The good news? With Aircall and Fileroom, AI isn’t just a buzzword; it’s a practical tool that’s already helping teams reduce manual work, gain real-time visibility, and scale without adding headcount.
The real challenge: The black hole of customer conversations
Let’s be honest: the most common pain point our clients share is what I call the “black hole” of customer conversations. Teams are having incredible, insight-rich discussions with clients, but that intelligence rarely makes it into the systems or across the business. Critical deal insights get lost between handoffs, support context disappears as tickets transfer, and valuable knowledge walks out the door when team members leave.
This isn’t just an inconvenience, it’s a risk to business continuity and growth. Field service teams, in particular, are still using personal mobile devices that aren’t integrated with company systems, so customer intelligence is lost or fragmented. And with businesses under pressure to do more with less, extra steps like logging calls manually have become a real burden.
Bringing AI into the workflow: Aircall + Fileroom in action
So, how do we solve this? The answer isn’t more software for the sake of it; it’s about embedding AI where it makes a tangible difference. At Fileroom, we’ve partnered with Aircall to bring AI directly into our clients’ workflows, focusing on three areas that deliver immediate value:
Intelligent call analysis: No more chasing down what was discussed on a call three weeks ago. With Aircall integrated into HubSpot or Simpro, every conversation is automatically captured and contextualized, saving hours of manual follow-up.
Real-time knowledge assistance: AI surfaces relevant resources and context during live calls, so teams sound knowledgeable and customers get answers without being bounced between departments. I've seen firsthand how this has improved the whole experience - for callers and agents alike.
Automated workflows and notifications: From booking services to sending SMS updates, AI-driven automation keeps everyone informed and reduces manual busywork.
Our recent integration of Aircall inside Simpro—a popular field service platform—means field teams are no longer “information islands.” Now with the solution, every customer interaction flows seamlessly across those systems. Their management team has real-time visibility into customer health across thousands of service calls.
The outcome: Efficiency, visibility, and scalable growth
What does this look like in practice? For clients like CBM Facilities Group and Qmax Pumping Systems, integrating Aircall, HubSpot, and Simpro has transformed operations. Handoffs are seamless, management has real-time visibility, and teams are orchestrating customer experiences rather than just managing communications.
But the benefits go beyond efficiency:
Faster deal and service velocity
Proactive identification of issues before they escalate
Consistent, data-driven coaching for sales and support teams
Reduced onboarding time for new hires
A single source of truth for customer intelligence
And with Aircall’s AI features—like AI Assist, AI Assist Pro, and AI Voice Agent—teams get real-time coaching, automated CRM updates, and actionable insights without sacrificing the human element.
"The real win is when teams stop being data entry clerks and start being relationship architects.”
Emma Ruefli, Founder & Managing Director, Fileroom
Ready to see AI-powered efficiency in your workflow?
If you’re tired of losing valuable insights, struggling with manual admin, or feeling like your team’s potential is capped by outdated processes, it’s time to see what Aircall and Fileroom can do for you, together. We’re not talking about AI in theory—we’re delivering practical, outcome-driven solutions that help B2B teams grow, compete, and focus on what matters most.
Curious how this could work for your business? Let’s talk. Book a demo to see how Fileroom, combined with Aircall’s AI-powered platform can help your team scale—without scaling your headcount.
Published on October 8, 2025.
