AI call summaries and automatic CRM updates
The important details of a call live in one person's head. Notes are not written, the CRM stays empty, and the follow-up email goes out three days late, if at all.
The solutions we put on the table.
Transcripts and summaries
Every call is transcribed and summarised: needs, objections, budget, timeline, next step.
Action items with owners
Commitments made on the call become tasks assigned to the right person.
CRM updated for you
Deal stage, amount and close date are filled in from what was actually said.
Follow-up drafted
A follow-up email is waiting for review before the call has even ended.
Watch it do the job.
…honestly 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 on it.
- Call transcribed and speakers separated
- Deadline, budget and decision maker found
- Deal updated in the CRM
- Follow-up email drafted for review
- Before March trade show
- About 40k
- Intro call with CFO
- CRM updated, email drafted