Every discovery call transcribed, summarized and in the CRM in under 5 minutes
During a discovery call, a sales rep must listen, question and take notes simultaneously · a multitasking exercise that degrades conversation quality. And even with the best intentions, post-call notes are incomplete or inconsistent. The Discovery Notes Agent automatically transcribes your calls, generates a structured LLM summary and creates the prospect record in your CRM in under 5 minutes after hanging up.
Manual notes are incomplete, subjective and time-consuming. Critical information (budget mentioned, objections, next steps) gets lost. CRM records stay empty or poorly filled. And without structured notes, sales follow-up becomes approximate.
The call recording (Zoom, Meet, Teams) is automatically sent to the agent after the meeting ends. Whisper transcribes audio to text. The LLM generates a structured summary: identified issues, budget mentioned, objections, next steps, BANT score. The record is created in the CRM with all fields pre-filled.
Zoom, Google Meet or Microsoft Teams integration for automatic recording retrieval after each call.
High-accuracy audio-to-text transcription via Whisper (OpenAI), with speaker identification and timecodes.
Automatic extraction of key information: issues, budget, objections, next steps, BANT score and to-do list.
Automatic creation or update of the CRM record. Email notification to the rep with the 5-point summary.
The rep is 100% focused on the conversation. No pen, no laptop · just the exchange.
Every call automatically feeds the CRM with structured, reliable data · no manual intervention.
If a rep changes roles, their replacement has complete notes for every prospect. Zero information loss.
Free 30-minute audit. We analyze your context and deliver a concrete roadmap.