Call logging & follow-up
Paste a transcript — Claude extracts commitments, objections, and sentiment, auto-logs the CRM record, and drafts the follow-up email. Reps spend time calling, not typing.
Call transcript
Claude extracts commitments, objections, sentiment, and the next step — then drafts your follow-up email automatically.
Recent logged calls
Opened on the Whitmore estate specifically. Okafor was handling it and receptive; the executor is overwhelmed with the Hagerstown house. Booked a 30-min intro for next Tuesday.
Reached Susan briefly. Interested but mid-trial; asked us to call back after the 15th. Mentioned the Pace estate could use help.
Salazar liked the inventory-report angle for accounting. Referred us to the Marsh estate executor and asked for a sample closeout report.
Voicemail. Left a 20-second message referencing the Kim estate and our delay calculator.