AI CALL
SUMMARY
BUILT IN.
The Call-Summary Agent listens to every recorded sales call, writes a structured BANT or MEDDPICC summary, and updates the deal record automatically — so your reps never write notes again.
Sales call notes are where pipeline visibility goes to die. Reps either skip them or write them so badly they're useless. Managers can't see what's actually happening across the team. The Call-Summary Agent fixes this without asking reps to do anything — every recorded call gets a clean, structured summary attached to the deal within minutes of hangup.
Replaces the work, not the rep.
- → Listens to every recorded sales call (Zoom, Google Meet, Teams, native dialer).
- → Writes a structured summary using your chosen framework — BANT, MEDDPICC, SPICED, or custom.
- → Updates deal record fields automatically (decision criteria, decision process, identified pain, champion, economic buyer).
- → Highlights risk flags (pricing pushback, competitor mentioned, decision delayed) in the deal timeline.
- → Drafts the next-step email the rep should send — pre-filled with discussed action items.
- → Surfaces the parts of the call worth replaying with a one-click jump-to-timestamp.
Step by step.
CALL ENDS
Whether you use Zoom, Google Meet, Teams, or a native dialer integration — when the call ends, the recording flows to the Call-Summary Agent within minutes.
SUMMARY WRITTEN
A structured summary lands on the deal record in under 5 minutes. Framework-faithful (BANT / MEDDPICC / SPICED / your own), with action items and risk flags called out separately.
DEAL FIELDS UPDATED
Custom CRM fields you map to the framework — decision criteria, identified pain, champion, etc. — get filled in automatically. The next-step email is drafted in the rep's outbox.
What's inside.
BANT / MEDDPICC / SPICED
Pick the framework your team runs. The agent writes the summary in that structure, not generic 'Topics discussed: ...' bullet points.
CUSTOM FRAMEWORK SUPPORT
Have your own discovery template? Provide the fields and the agent maps the call into your structure.
DEAL FIELD UPDATES
Custom CRM fields auto-populate from the summary — no copy-paste, no rep effort.
RISK FLAGS
Pricing pushback, competitor mention, decision delay, no-clear-next-step — surfaced as deal-level alerts for managers.
JUMP-TO-TIMESTAMP
Click any line of the summary to jump to that moment in the recording. Coaching becomes actually possible.
NEXT-STEP DRAFT
Pre-filled follow-up email in the rep's outbox, referencing the action items the call agreed on.
Human rep doing notes vs. the agent.
- · Skips notes for 60% of calls
- · Notes are 'discussed pricing' style bullets
- · Manager can't see what's happening across team
- · Custom CRM fields go un-filled
- · Rep writes follow-up email from scratch
- · 30+ minutes of admin per call
- → 100% of recorded calls summarised
- → Framework-faithful structured summary
- → Risk flags surface for managers automatically
- → Deal fields auto-populated from the call
- → Pre-drafted next-step email in outbox
- → 0 minutes — rep moves to the next call
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