Who this is for
Sales manager whose reps do not log calls.
Call notes live in reps' heads or in a recorder's own page, and nobody can find them in the CRM.
The result
Each recorded call from the recorder you already use appears once as a note on the right contact and deal, labelled machine-written, with the summary, decisions and next steps. Nothing else on the record changes.
What is included
- One recorder you already use and one CRM
- Matching a call to the contact and deal, with an "unmatched" list for unknown attendees
- A note labelled machine-written, written once per call
- An alert to a named owner when a write fails
- 20 scripted test calls, 5 of them trap calls where no price or date is said
You receive
- The matching and note rules
- The workflow and its steps to switch off
- The 20-call test results
- The unmatched list format and alert set-up
What is not included
- Recording or joining calls ourselves
- Emotion or sentiment scoring of staff or buyers from voice
- Changing any other field on a record
- Consent notices and call-recording policy
- A recorder licence
What we need from you first
- The recorder and the CRM
- How many calls a week and how contacts are matched today
- How participants are told that a call is recorded
Never send passwords, keys, customer records or confidential code in the first enquiry. Secure handover is agreed after scoping.
How we check it is done
- Each of 20 scripted test calls lands once on the right contact and deal, and the same call delivered twice makes no second note.
- An attendee who matches no contact goes to the unmatched list and gets no note.
- Your staff write the 20 scripts and the reference notes, and we do not see the reference notes until the run. At least 18 of the 20 calls capture every next step, price and date in your reference notes. A price, date or name in a note that is not in the call, or a note on the wrong contact, fails the whole test; 18 of 20 shows a true rate of at least 71% with 95% confidence, for calls like these.
- A deliberately failed write alerts a named owner.
You re-run the test yourself, check the list of severe errors and sign off in writing. Payment follows sign-off.
When we would stop or decline
- Participants cannot be told, or a bot joins without notice
- The recorder's provider may train on the audio
- You want a guess when the attendee is unknown
Questions
Do you record our calls?
No. We configure the recorder you already use.
What if two calls are delivered twice?
The second delivery makes no new note. We test that.
Does it judge how people sounded?
No. No emotion or sentiment scoring of anyone from voice.
Price and terms
£395 · untested offer price. £395 after the agreed tests pass and you sign off. No payment before sign-off.
This is a new service with no published client results. The price is a starting point we have not yet tested with buyers. Nothing is ordered or charged by the enquiry. The full specification is on the Synthetic Industry catalogue.