For every call you record
Hang up and move on. The notes and next steps get written for you.
After each recorded call, we write up what was decided and who’s doing what, each item backed by what was actually said.
Call notes to your CRM
The call went well. Then nobody wrote it down.
- You agreed on next steps, and by Thursday nobody remembers which.
- The customer asked for something, and it lives only in your memory.
- Writing notes after every call is the job that always slips.
- When there’s a disagreement later, there’s no record of who said what.
What happens after you hang up
- 1
The recording comes in
Your call recorder hands over the recording and transcript once the call ends.
- 2
Decisions and action items are pulled out
Each one is tied to the words that back it up. If nobody said it, it isn’t written down.
- 3
The notes are filed
Into your CRM, or wherever your team already works. We set that up with you.
What we need from you
- A call recorder on the calls you want written up
- Where the notes should land
What you see
- The notes after every recorded call
- Each action item, and who owns it
- The words from the call that back each item
The guardrails, always on
- It writes only what was said on the call, and adds nothing that wasn’t.
- It messages nobody. The notes go to your team, never to a customer.
It writes up our own calls and files them where our team works; filing into your CRM is part of building it for you.
Where it helps most
Questions
Which calls does it work on?
Any call your recorder captures, such as sales calls, consultations and team meetings. A call that isn’t recorded has nothing to write up.
Does it ever write down things nobody said?
No. Every decision and action item is backed by what was said on the call. If the words aren’t there, the item isn’t either.
Where do the notes end up?
Wherever your team already works, such as your CRM. We agree the place with you at the start, and test it before the first note is filed.
Do I have to change how I take calls?
Only if you don’t record them now. We help you pick a recorder that fits how you already take calls.
Stop writing up your own calls
In the free audit we look at how your calls are recorded now and where the notes should land.
Get a free audit