Turn Voice Notes Into Organized CRM Data in Seconds

Capture every client conversation detail automatically. Record, transcribe, and let AI populate your CRM with structured data, follow-ups, and next steps—eliminating manual data entry for your sales team.

PROBLEM

Manual CRM Data Entry Is Killing Your Sales Productivity

Your sales team spends 15+ minutes per client conversation manually transcribing notes, extracting details, and entering data into your CRM. Critical information gets lost, follow-ups slip through the cracks, and your team's time is wasted on administrative work instead of closing deals.

SOLUTION

How It Works

Instant Voice-to-Text Transcription

Record client conversations naturally without worrying about typing or transcription delays. AI captures every word with precision, transforming your voice notes into accurate text instantly. Your team stays focused on the conversation, not the paperwork.

Intelligent CRM Data Extraction

AI automatically identifies and extracts critical client information like property preferences, budget ranges, timelines, and meeting context. Structured data flows directly into your CRM without manual entry. What used to take 15 minutes now happens in seconds.

Automated Follow-ups and Task Generation

The system instantly generates follow-up tasks, schedules reminders, and prioritizes next steps based on conversation insights. Your sales team always knows what to do next without creating their own to-do lists. Opportunities never fall through the cracks again.

PROCESS

From kickoff to launch in weeks, not months

01/ Discovery

Week 1

We audit your workflows and interview you to extract your subject matter expertise. Your AI delivers excellent work because we train it on your expertise.

02/ Development

Week 2

We build your custom AI at startup speed, using our own AI. We run evaluations to ensure quality and consistency.

03/ Testing

Week 3

Your team deploys the AI and gives feedback. We polish and provide full documentation.