This solution eliminates data entry by automatically capturing communication details and syncing them with the CRM. Here’s how it works:
Automatic Call Logging: It records call details—such as call time, duration, and participants—and logs this information in the CRM automatically after each call.
Transcription & Note Syncing: AI transcribes calls and allows users to take notes within the app, which are then directly added to the CRM. This reduces the need for manual follow-up notes.
SMS & Voicemail Tracking: Messages and voicemails are also synced, so all interactions with a contact are captured in one place.
Real-Time Updates: The system syncs data in real-time, so every interaction is up-to-date in the CRM without any manual updates.
This automation reduces repetitive data entry, saves time, and keeps records accurate.