AI Call Notes: Calls and meetings – straight into CRM
The call is over – summary, tasks and CRM fields are already filled in.
The problem
After a call, notes are written from memory or not at all. CRM data is incomplete, managers don't see what was agreed and commitments get lost.
Who it's for
Sales, key account and customer service teams that spend a lot of time on calls.
How it works
- 1
We record Teams, Zoom, Meet and phone calls (with consent).
- 2
We transcribe in Lithuanian, English, Russian and other languages.
- 3
The agent fills CRM fields and creates tasks; the salesperson reviews and approves.
What's included
- Recording and multilingual transcription
- Summary, decisions, next steps
- Automatic CRM field filling with review
- Consent process and retention policy (GDPR)
- Search across the full call archive
Access & control
Recording only with consent. Data goes into the CRM after the salesperson's review; you set the retention period.
Rollout
1–2 weeks
Indicative pricing
Per user per month + one-time CRM mapping from 1,900 EUR.
Prices are indicative and refined by scope.
In the market: what alternatives offer
Lithuanian language quality, a consent process built into the product and review before writing to CRM – no "invented" commitments.
Structured CRM fields instead of text in a "Notes" field; botless recording and EU hosting options.
Included in bundles
Sales bundle
CRM, follow-up, quotes and call notes – the whole sales cycle.
Not sure where to start?
Book a free 30-minute intro call and we'll map which product pays back fastest for you.
Book a consultation