AI Phone Agent + CRM Integration + Secure Credit Card Payment Automation

We are looking for an experienced AI automation / voice AI developer to build a secure phone payment system integrated with our existing CRM and payment website. Project Overview When an existing customer calls our office, we want an AI voice agent to: Recognize the incoming phone number and search our CRM for the corresponding customer. Use conversational AI to confirm the customer's identity and determine which account/policy/payment they are calling about. Retrieve the appropriate customer/account information from our CRM. Confirm the amount that needs to be paid. Guide the customer through a secure, PCI-compliant credit-card payment process. Submit or initiate the payment through our existing payment website/payment processor. Detect whether the payment was approved or declined. Receive the payment confirmation/verification number. Save the payment result and confirmation number back into our CRM. Send the customer an email and/or SMS confirmation with the payment verification information. Transfer the call to a live employee when the AI cannot complete the transaction. Important Security Requirement We do not want credit-card numbers stored in our CRM, call recordings, AI transcripts, or AI system. The developer must design the payment portion using a PCI-compliant method, such as secure DTMF/card-entry technology, tokenization, a hosted payment page, payment processor API, or another compliant solution. The AI should never have access to the customer's complete raw credit-card information. Desired Call Flow Customer calls office → AI answers → Caller ID identifies customer → CRM record is retrieved → AI verifies customer → AI identifies account/policy → Payment amount is confirmed → Customer securely enters card information → Payment is processed → Confirmation number is received → CRM is updated → Confirmation email/SMS is sent. For customers whose phone number is not recognized, the AI should be able to locate the customer using information such as: Name Phone number Email Policy/account number Address or another approved verification method Integrations The system may need integration with: Our existing CRM Our existing phone system AI voice platform Payment processor/payment website Email SMS/texting platform APIs/webhooks If our payment website does not provide an API, we need the developer to recommend the safest and most reliable integration method. Preferred Technology Experience We are interested in developers familiar with technologies such as: Retell AI Vapi Bland AI Twilio ElevenLabs OpenAI CRM API integrations REST APIs / Webhooks Stripe or other payment gateways PCI-compliant telephone payment systems Secure DTMF payment capture Zapier / Make / n8n Custom Python / Node.js development We are open to other platforms if you can explain why your proposed architecture would be better. Required Deliverables Complete AI phone-agent workflow Caller-ID / CRM customer lookup Customer verification process CRM integration Secure PCI-compliant payment workflow Payment website/payment processor integration Payment approval/decline handling Confirmation-code capture Automatic CRM notes/update Automatic email/SMS confirmation Live-agent transfer when needed Error handling and fallback procedures Logging without exposing sensitive card information Testing Documentation Deployment assistance When Applying Please answer the following: Have you built an AI voice agent connected to a CRM before? Have you built a telephone payment or credit-card payment automation before? How would you prevent the AI, CRM, and call recordings from receiving or storing credit-card information? What PCI-compliant solution would you recommend? Which voice AI platform would you recommend for this project and why? How would you integrate with a payment website if it does not have an API? Please provide examples of similar AI voice, CRM, or payment automation projects you have completed. What technology stack would you recommend for this system? Ideal Candidate We are looking for someone with strong experience in AI voice agents, APIs, CRM integrations, payment processing, and PCI compliance. This is not simply a chatbot project. We need someone capable of designing a reliable production system that handles real customer calls and real financial transactions securely. There may also be additional AI automation projects available after successful completion of this project.