Welcome » Case Studies » JBIT – VoicemAIte – Voice to CRM automation using AWS Bedrock
AWS CASE STUDY
Executive Summary
Cloudar developed VoicemAIte, a voice-driven automation solution that streamlines CRM
task creation for sales engineers. After a customer meeting, users simply record a short
voice message, which is securely processed through AWS services and automatically
transformed into a structured Zoho CRM task.
The solution eliminates manual data entry, increases data quality, and drastically
improves sales productivity. With AWS Bedrock at its core, VoicemAIte delivers reliable,
scalable AI-powered automation tailored for mobile professionals.
CUSTOMER:
JBIT
PROJECT:
FIRST LAUNCH:
September, 2025
Customer Profile
JBIT is a European technology services company specializing in web hosting, web design, and cost-effective IT automation.
JBIT helps SME’s optimize and automate their IT processes, so they can focus on their core business.
The Challenge
JBIT’s sales engineers were struggling with a slow, manual, and error-prone process for creating CRM tasks after customer meetings. Because updates were often delayed until sales engineers returned to their desks, 30–40% of meeting information was lost or forgotten. Task quality varied, follow-up actions lacked context, and productivity suffered due to repetitive manual typing on mobile devices.
Without intervention, the organization risked decreasing sales effectiveness, reducing pipeline visibility, and losing valuable customer intelligence. The inefficiency compounded over time, with each sales engineer losing 2–3 hours weekly on manual CRM updates.
Why AWS?
AWS offered the ideal platform to build a secure, scalable, and cost-efficient voice-to-task automation engine. With Amazon Bedrock providing high-quality, enterprise-grade generative AI capabilities, JBIT could enhance raw transcriptions into structured CRM content.
AWS’s serverless portfolio enabled a fully managed backend requiring no infrastructure maintenance. Features such as S3 lifecycle policies, CloudWatch monitoring, and built-in encryption ensured compliance, operational efficiency, and reliability.
Why JBIT chose Cloudar
Cloudar has extensive experience delivering cloud-native applications and CRM
integrations, paired with deep knowledge of serverless architectures and applied AI. The team’s strong understanding of both Zoho CRM and AWS Bedrock positioned them uniquely to deliver a seamless, automated workflow.
Customers trust Cloudar’s ability to build secure, production-ready environments with measurable business outcomes and minimal operational overhead.
Partner Solution
VoicemAIte was built as a serverless, AI-powered workflow that automates the entire CRM task creation process.
Sales engineers record short voice notes from a mobile web app, which are securely uploaded to Amazon S3. An AWS Lambda workflow triggers speech-to-text transcription using AssemblyAI and subsequently enhances and structures the content using Amazon Bedrock with Claude models.
The generative AI layer transforms raw transcription into a complete, well-formatted CRM task including title, description, priority, and due date. Lambda then integrates with the Zoho CRM API to automatically create the task.
All API credentials are securely stored in AWS Secrets Manager. AWS Cognito provides authentication, while Amazon CloudFront distributes the frontend. CloudWatch ensures end-to-end monitoring and observability.
Core AWS services include:
- Amazon Bedrock for AI content enhancement
- AWS Lambda for orchestration
- Amazon S3 with 7-day lifecycle retention
- Amazon SQS for asynchronous reliability
- AWS Cognito for secure authentication
- AWS Secrets Manager for secure storage, retrieval, and rotation of secrets
- CloudFront and CloudWatch for performance and monitoring
The result is a fully automated pipeline, delivering sub-2-minute turnaround from voice input to CRM task creation..
Results and Benefits
VoicemAIte measurably improved productivity, accuracy, and data quality across the sales process:
Productivity Gains
- Task entry time reduced from 10–15 minutes to ~90 seconds
- 85–90% reduction in manual effort
- 2–3 hours of weekly time savings per sales engineer
Data Quality Improvements
- AI-enhanced tasks improved clarity, structure, and consistency
- Near-complete capture of meeting insights (virtually no information loss)
- Better pipeline visibility leading to more effective follow-up
Reliability & System Performance
- 99.8% uptime during extended testing
- 98%+ successful task creation rate
- Transcription accuracy consistently 95%+ in real-world driving conditions
Financial Impact
- Annual infrastructure cost: €1,476–1,976
- Annual efficiency value: €8,000–12,000
- Savings per task: ~95%
- ROI: 400–700% in the first year, break-even in 2–3 months
Partner Solution
JBIT plans to extend VoicemAIte with multilingual support, offline recording capabilities, voice-to-email automation, and expanded CRM entity creation such as contacts and deals.
