Call notes to CRM
Transcribes sales calls, pulls out budget, deadline and next step, updates the CRM and drafts the follow-up email.
- notes typed by hand
- 0
- call summarised
- Every
- to a follow-up draft
- Minutes
- typical set-up
- 2–3 weeks
The problem
The important details of a call live in one person's head. Notes are not written, the CRM stays empty, and the follow-up goes out days late.
What it does
Transcript and summary
Needs, objections, budget, timeline and next step from every call.
CRM filled in
Deal stage, amount and close date updated from what was actually said.
Tasks with owners
Promises made on the call become tasks for the right person.
Follow-up drafted
An email ready for review before the call has ended.
Watch it do the job.
…we'd need it live before the March trade show, that's the hard deadline. Budget is around 40k for this phase. I'll loop in our CFO Selin next week so she can sign off.
- Call transcribed, speakers separated
- Deadline, budget and decision maker found
- Deal updated in the CRM
- Follow-up email drafted
- Before March trade show
- About 40k
- Intro call with CFO
- CRM updated
Call, set-up, then it runs.
Demo call
We show the automation working live, look at the tools you use today, and tell you honestly whether it fits.
Set-up
We connect it to your accounts and data, test it on real examples, and a person checks its output before it runs on its own.
Run & improve
We keep it running, watch its numbers, and tune it as your business changes.