All solutions
Call notes to CRM
Every sales call ends with a summary, next steps and an updated deal.
Sales team, about 22 hours back a month
- Fixed price
- $447
- Live in
- 6 working days
- Hours back a month
- ~22
- Runs on
- n8n, OpenAI, HubSpot, Slack
The problem
Reps finish calls and forget to log them, so the pipeline drifts from reality.
How one run moves
1.A recorded call finishes
2.The transcript is summarised with next steps
3.The deal stage and fields are proposed
4.The rep confirms in Slack and the CRM updates
Call notes to CRM
$447
One payment. Nothing billed hourly.
- Built and tested in your own accounts
- Written runbook and a recorded walkthrough
- Error alerts routed to your team
- 30 days of fixes after go-live
94%
of calls logged, up from 30%
3 days
faster proposal turnaround
+$310k
pipeline recovered from stale deals