CRM & Pipeline
Each call writes the client file.
Name, number, request, and transcript reach the file with zero typing. Every follow-up hangs off that same file until it is signed or dropped.
CRM & Pipeline
Name, number, request, and transcript reach the file with zero typing. Every follow-up hangs off that same file until it is signed or dropped.
Nothing goes out behind your back
Name, number, and request become a contact without typing. HubSpot or ClickUp stay in sync if you use them.
Claire Morel, from today’s call
Each follow-up comes to you ready to go. Approve it, tweak it, or bin it, a few seconds each.
Julien Ferrand, called yesterday, no visit
Sign off the same task a few times, and we offer to automate it. Any step can be undone.
You signed off 10 follow-ups in a row, unchanged
Each call creates the contact. Every next step stays with it.
Client files
Every contact, call, and deal in one place
Filled from the call
Name, number, and request, with no typing
Transcripts
Each word of the call, filed with the right client
Follow-ups
Replies within a minute, by text and email
Proposals
Quote, signature, and payment on the same file
Your current CRM
Synced with HubSpot, ClickUp, and the tools you run
“Nearly a quarter of the 2,241 firms studied never answered a web enquiry at all.”
The Short Life of Online Sales Leads, HBR, 2011
Read the study
Yes. Calls, summaries, and contacts flow into the software you run today. No CRM yet? We set up a simple one for you, and the data always stays yours.
HubSpot, ClickUp, and Google Sheets are the usual ones. Others work if they have an API. We check yours during the free audit.
Think of it as the part that fills itself from calls and forms. Already on a heavy CRM? We feed it. No CRM yet? This is often enough on its own.
Yes. A proposal can go out from the file with a fixed price, an e-signature, and a payment link. Every step is logged on the same client.
A fixed build fee, then an optional monthly fee to run and improve it. You get a written proposal after the free audit, before any work starts.
Also from GoToRev
HubSpot, Google, Slack: wherever each call needs to end up.
A client file depends on the call that filled it in.
