Call notes into the CRM
Every call summarised, logged and followed up without typing.
The problem
After every call someone is supposed to write it up, update the CRM and send the follow-up. Most of the time only one of the three happens, so the CRM tells half the story.
What changes
Calls are summarised automatically, the CRM is updated with what was agreed, and a follow-up draft waits for a quick check before it goes out.
More won jobs, less admin
What removing it is worth. Framed as making more, not spending less.
A CRM you can trust
Every deal shows what was said and what happens next.
Faster follow-up
The recap goes out the same day, not whenever there is time.
More selling time
Less typing after every call.
How we take it off your hands
The same shape as every engagement: the Roadmap first, then the builds you pick, one fixed price at a time.
Step 1
Agree what matters
We decide what every call summary and CRM update must contain.
Step 2
Connect the calls
Call recordings or notes flow into summaries, tasks and CRM fields.
Step 3
Sharpen it on real calls
Summaries get tighter and follow-ups more specific once it is running on your own calls.
Let's work out what is worth building.
Tell us how your team works today. We'll tell you what's worth automating, and what isn't.
Start with the Revenue Roadmap. Money back if it does not find at least €1,997 worth of work to automate.