Each call is transcribed, condensed into structured notes with decisions, objections, commitments and next steps, and written into the CRM within 2–3 minutes of hanging up. 100% of calls get logged — including the ones that today get remembered on Friday, badly.
A call ends at 10:58 and the next starts at 11:00. The notes get written from memory hours later, or never, and the specifics — the objection, the number, the name of the person who has to approve — are the first thing to go.
Forecasts run on stages someone updated from an impression. Half the fields are stale, so the pipeline review is a conversation about what people think is happening rather than what was said.
Something concrete was committed on the call — a document, a price, an introduction. It survives only if it made it into a note, and quiet churn is mostly a list of promises nobody wrote down.
Zoom, Meet, Teams, or a phone line through your telephony. Recording and consent follow your policy and the local rules — configured once, applied every time, including who has to be told what.
Who said what, in the languages your team actually sells in. Speaker separation is what makes a transcript usable: a client objection and a rep's answer are different facts.
Not a summary of the conversation but the shape of it: what was decided, what was objected to, what was committed, by whom, by when — and what remains open.
Stage, next step and date, contacts met, competitors named, budget and timeline when stated. The transcript is attached so any field can be traced back to the sentence it came from.
A draft recap and next steps for the client, ready in the rep's outbox to review and send. Drafted automatically, sent by a person — that boundary is deliberate.
We build in your stack rather than moving you onto ours. The list below is what this solution most often connects to — other systems are a scoping question, not a blocker.
It follows your policy and jurisdiction, not our defaults: announcement at the start, per-participant consent, or capture only where recording is already standard. Some regions require explicit agreement from everyone on the call, and that constraint is designed in during the audit rather than discovered afterwards.
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