Productized offer · Meeting memory
CallSheet records your sales and client calls, distills each one into commitments, decisions, action items and risks, and pushes them into your CRM. Nobody writes notes. Nobody forgets what was said. Every item links back to the exact quote.
The problem
Most deals don't die on price. They die in the two weeks after a good call — when the follow-up is late, the CRM says "had a chat," and nobody can prove what was actually agreed.
"I'll send the quote Friday" is said with total sincerity — then buried under the next four calls. By Monday neither side is sure it was Friday this week or Friday next.
Updating the record is the job nobody does in the gap between meetings. Deal stage, next step, follow-up date — all typed from memory, hours later, if at all.
Scope was "discussed," a discount was "mentioned," sign-off "should be fine." When it goes sideways, your only evidence is a feeling. Feelings don't hold up in a renegotiation.
How it works
CallSheet joins your calendar and CRM, and learns your deal stages, your fields, your definition of "next step." Nothing is recorded yet. We agree what good extraction looks like for your pipeline.
It listens to real calls and produces extraction sheets — but pushes nothing. You grade them in two minutes a day: right owner, right due date, right risk. We agree the accuracy bar together before anything goes live.
Extractions start flowing into the CRM automatically, each one linked to the exact quote it came from. You get a weekly accuracy report — the number, not a vibe.
The difference
Same call, two records of it. Left is what ends up in the CRM when a human writes it from memory. Right is CallSheet — every item cited to the exact line it came from.
"Good call with Acme. Discussed pricing. They're keen. Follow up soon."
— 11 words for a 38-minute call. No owner, no date, no quote. When the deal stalls in three weeks, this is all you have to reconstruct it from.
Fixed quote due Friday
Pilot starts with the East region only
Send the security one-pager
Pricing
No per-seat pricing, no per-minute meters, no invoice that grows with your call volume. You know the number before we start.
Questions
Recording consent is handled before anything is captured — the join banner, the calendar invite line, and the spoken disclosure at the top of each call. We configure it to the strictest rule that applies to your team (one-party vs. all-party consent by jurisdiction) and log the consent state per call. If a participant declines, that call is never recorded. I'd rather lose a recording than a legal argument.
Either, depending on the platform. On Zoom, Meet and Teams it can join as a clearly-labelled participant. If you'd rather nothing joins, it works from recordings your platform already makes — same extraction, same receipts, a few minutes later. We pick the mode per team in week one, and it says so in the invite either way.
HubSpot, Salesforce and Pipedrive are the standard integrations — deal stage, next step, follow-up date, summary and the extracted items land as structured fields and activity notes. Anything with a usable API can be added in the pilot; if your CRM is a spreadsheet, we start there. The receipts live in the CRM record, so they survive even if you leave CallSheet.
You mark them. A per-meeting "off the record" flag stops recording before it starts, and a calendar-level rule can exclude whole categories — HR, legal, anything with certain domains. Processing happens on infrastructure I control and document; recordings aren't used to train anyone else's model and are deleted on a schedule you set, or on demand.
That's what shadow mode is for — a full week of graded real calls before anything goes live. Transcription handles accented speech well; the part that needs calibration is your jargon (product names, pricing tiers, internal codenames), which it learns from your CRM and a glossary we build in week one. Accuracy is a scored metric per item, not a feeling — if it can't hit the bar on your calls, you'll know by day ten and it will have cost you nothing.
Fit
Next step
Tell me roughly what your call volume and CRM look like — how many meetings, which tool, what the record looks like after a typical call. I'll tell you honestly whether CallSheet pays for itself, and if it doesn't, what to do instead.
Replies within one business day — and yes, this call would be captured.