Manual data entry kills productivity and accuracy. Reps rush through notes. Fields stay empty. Deal values get guessed. Competitor mentions disappear.
There's a million AI recording tools, but none of them enter unstructured data into fixed data fields across your systems.
Your CRM becomes worthless because the data isn't structured, consistent, or trustworthy. After all, you can't report or market against call summaries - only 100% accurate CRM fields.
This isn’t another boring transcription tool. We bet you've got 3 of those in your pocket.
It’s an AI agent that automates CRM data entry and eliminates after-call work:
Manual CRM updates waste 5+ hours per rep weekly. Automated data capture eliminates after-call admin entirely - giving reps time back to sell and ensuring accurate pipeline reporting.
Missing intake details cost cases. Automated extraction captures case type, urgency, budget, and conflict checks from every consultation - creating complete records in Clio or Lawmatics instantly.
Job details get forgotten or entered wrong. Automated capture pulls service type, property details, quoted amounts, and scheduling preferences into ServiceTitan or other system fields - reducing errors and callbacks.
Compliance requires perfect documentation. Automated extraction captures product interest, risk tolerance, and regulatory details into compliant CRM fields - protecting advisors and improving audits.
Deal intelligence gets lost in messy notes. Automated capture identifies feature requests, competitor mentions, and buying signals - populating custom objects that drive accurate forecasting.
Patient details can't be missed. Automated extraction captures symptoms, insurance info, and appointment preferences into practice management systems - improving care coordination and reducing intake errors.
