CRM Auto-logging
Writes calls, emails, notes, and outcomes back to your CRM.
In plain words
Every rep call gets recorded, summarized and logged. Managers coach from real calls, and the best rep's approach becomes everyone's.
On the whiteboard
How it connects
Rep's phone or video call
the tools they already call from
the conversation
Recorder and note taker
runs quietly in the background
notes, not nothing
Summary and next steps
written in plain words
logged automatically
Your CRM record
attached to the right deal
what is worth reviewing
Weekly coaching clips
for the manager
Step by step
- 1
We turn on recording in the tools you already call from.
- 2
Every call gets a summary and next steps in the CRM.
- 3
Managers get a weekly set of clips worth reviewing.
- 4
We build a short library of best calls for new reps.
Where teams use it
New rep, week one
They listen to 10 great suite calls before picking up the phone.
Manager time
Review 5 clips instead of sitting in on 50 calls.
The price objection
It keeps coming up. Now you can hear it and fix the script.
What you get
- Recording and notes live.
- CRM logging.
- A coaching library.
- Weekly clips.
Works with what you have
SSalesforceHHubSpotGGongFFirefliesn8nSSalesforceHHubSpotZoomMMicrosoft Teams
Honest limits
- Call recording laws vary by state; we set it up to announce recording where required.
- It does not grade people, managers do.