Platform · Call logging New

Every call lands in the right record

Recorded, transcribed and summarized, with agreed commitments and next step, without the rep typing a single line.

Call · Laura Gómez with Carlos Ruiz 6:42 min
Transcript Ready
Call summary Ready
Commitment: send quote for 1102 Pending
Record updated in the sales CRM Done
AI agents Record tracking Assistants for your team Call logging Dashboards and alerts Channels Human + AI Secure AI Consoles by process
What it does

The rep talks, the platform takes notes

Every inbound or outbound call is linked to the client, transcribed and fed into tracking.

01

Transcript and summary

Read the call in a minute: who spoke, what was asked and what was agreed.

Full transcript Three-line summary Keyword search
Summary Apt 1102
Carlos wants a 2BR on a high floor. He’s asking for a quote with the down payment over 24 months.
Prefers WhatsApp for the quote. Possible visit next Saturday.
02

Commitments detected

The platform spots what the rep promised and turns it into dated tasks.

Tasks created automatically Reminder to the owner The agent can handle the follow-up
Commitments From the call
Send quote for 1102 Today
Confirm Saturday visit Thursday
Send payment plan Done
03

Service quality

Review how every call is handled and use the best examples to train your team.

Calls with no next step Training examples View by sales rep
Weekly review Sales engagement
Calls logged 312
With a defined next step 274
No follow-up 38
How it gets up and running

Up and running in four steps, with our team

01 We connect your phone system Your sales center and team lines.
02 We match every number To the right client and record.
03 We transcribe and summarize As soon as each call ends.
04 We update tracking With commitments and next step.
In every solution

Call logging in your operation

FAQ

What we’re often asked

No. It’s optional for each solution and you can turn it on whenever you want.

Yes. The call includes whatever recording notice your company sets.

Only the roles you authorize.

See it working with your company’s data

In 30 minutes, we’ll show you an agent handling one of your projects, with your inventory and your rules.

Book a demo
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What we’re often asked

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See it working with your company’s data

In 30 minutes, we’ll show you an agent handling one of your projects, with your inventory and your rules.

Book a demo
More from the platform
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