Never Lose Deal Context Between Calls Again
Every client call is summarised, logged to the CRM, and turned into a drafted follow-up email — automatically, before the details fade.
The outcome
- Deal context is now captured and saved automatically after every call, eliminating lost information between conversations
- Follow-up emails are drafted within seconds of a call ending, letting reps respond while the conversation is still fresh
- Removed manual post-call admin work entirely, giving the sales team back time that used to go into notes and CRM updates
This is the exact gap that costs mortgage advisers and financial planners repeat business — a client call with no record, no follow-up, and no continuity if a different adviser picks up the file next time. Here, the record and the follow-up are already done before the adviser’s next call starts.
The problem
The client, a coaching business, was losing critical deal context after discovery calls — notes taken by reps were often incomplete, and CRM records frequently went unupdated, creating gaps that hurt the sales process.
What we built
- Built an automation triggered directly by the call recorder whenever a call ends
- Used AI to summarise the call transcript and extract clear next steps
- Automatically updated the corresponding CRM record with the summary and next steps
- Drafted a follow-up email, ready for the rep to review and send
Tools used
Built around the tools the client already used, documented and handed over so their team owns it.
Get this result
Tell us your main workflow pain point. We will outline the fix on a short call.