JOB 01
Calls become records
The agent listens to the recording, updates the deal stage, next steps, competitors mentioned and stated objections — then flags anything the rep should confirm.
Saves ~15 min per call
Reps don't dodge the CRM out of laziness. Admin is unpaid time on a commission plan. An agent does the recording so the pipeline reflects reality — and your reps get their evenings back.
Every conversation after that lives in a rep's inbox, a call recording, or their memory. The CRM stops being a record and becomes a guess that leadership forecasts against.
The fix isn't discipline campaigns. It's removing the manual step entirely.
Start with one of these. Most clients add the rest within a quarter.
Swipe →
The agent listens to the recording, updates the deal stage, next steps, competitors mentioned and stated objections — then flags anything the rep should confirm.
Inbound forms get enriched, matched against existing accounts, scored on your actual ICP rules, and routed to the right owner before anyone opens the queue.
A recap email sits in the rep's drafts within minutes of a call, referencing what was actually discussed and what was promised. They edit and send, or don't.
Deals with no activity, stages that contradict the last conversation, close dates that have quietly slipped three times — surfaced before the forecast call, not during it.
Commission depends on it. So the constraints matter more here than almost anywhere else.
The agent proposes CRM changes for confirmation. It never silently rewrites a field a rep set by hand.
Recaps land in drafts. Pricing, terms and commitments are never generated without a person on the send button.
Call processing respects your jurisdiction's consent rules and your existing disclosure. We don't quietly widen what gets recorded.
We don't ship rep scorecards or sentiment grading by default. If you want them, that's your call to make explicitly — and to tell your team about.
Every field the agent touched is marked as such in the record history. Disputes over who changed what stay resolvable.
Everything written is native CRM data in your own schema. Turn the agent off and nothing you've gained disappears.
Sales teams have been handed tools that monitored them before. Sequencing matters.
Not your top performers, not your laggards. The ones already frustrated by the CRM become your advocates.
Draft recaps and auto-notes land first — things that save the rep time. Pipeline auditing for managers comes later, once trust exists.
We help you write that note to the team. Ambiguity here breeds workarounds faster than any bug.
When the pilot group stops volunteering to give it back, the rest of the floor will ask for it themselves.
This number is real but modest. If it's the only justification, the project is borderline — be honest about that.
Where it doesn't pay: a team under about eight reps, a sales motion with no repeat structure, or an organisation that hasn't agreed what a "stage" means. Definitional chaos can't be automated — it just gets recorded faster.
Customisation is the normal case, not the exception. The agent writes to your object model, custom fields included, through the same API your admins already use. Heavy customisation adds discovery time, not risk — and it's exactly what we map in the Sprint.
Then keep it and read from it. Those tools are good at capturing and analysing conversations; the gap is usually between their insight and an actual updated record with the right next step assigned. We build across that gap rather than duplicating what you own.
Not initially, which is why they review everything for the first few weeks and can correct anything in one click. Trust arrives when the drafts are consistently better than what they'd have written at 7pm on a Friday. If the drafts aren't that good, the reps are right not to trust them and we have work to do.
We can help with research and drafting, but we won't build a volume cold-email machine. Mass automated outbound damages sender reputation and, increasingly, sits badly against regulation in several of the markets we work in. We'd rather build the thing that makes your existing conversations better.
A working demo against your own CRM sandbox inside the five-day Sprint. A pilot group of reps using it daily in about two weeks after a build starts. Full team, four to six weeks, depending on how many of the four jobs you switch on.
We'll show you the CRM records and recaps the agent would have produced, side by side with what's in your system today. Then you decide if the gap is worth closing.