Riverside Horticulture | Rangiora

The Challenge

As a busy plant nursery, Riverside Horticulture runs on relationships. Their team takes a high volume of inbound and outbound calls every day: customers checking stock, trade clients placing orders, suppliers coordinating deliveries. Every one of those conversations needs to be captured against the right contact in their CRM. The problem was how that capture was happening. After each call, staff were manually writing a summary and entering it into ZULU, their CRM. It was time-consuming, prone to inconsistency, and easy to skip when the phones got busy. Important context was being lost, follow-ups slowed down, and client records were drifting out of sync with the actual conversations the team was having.

What we built

We connected their phone provider directly to a lightweight AI workflow. When a call ends, the transcription is picked up, passed through an AI that generates a clean, consistent summary of the conversation, and automatically logged against the correct contact in ZULU. All within a minute of the call ending. No manual steps, no staff intervention, no separate tool for them to learn or check. The system fits into their existing phone and CRM setup, so the experience for the team is simply: make or take the call, hang up, and the notes are already there.