Your clients' CRMs, matching reality — without your team logging a thing. Every call captured, every update approved by you before it lands, every stack current by morning.
No bots on screen, no new tools for your team to learn, no CRM tab open at 9 PM. The pipeline does the logging; you keep the authority.
Discovery calls, demos, check-ins — on the platforms you already use. Capture runs through your meeting platform's own native recording, so participants see the standard recording notice and nothing else — no bot joins the call, no "AI assistant" on the attendee list. The operational details are structured in the background.
A draft of every CRM update lands in your Slack — deal stage, next steps, follow-up, handoff notes. One tap approves it. Nothing touches a client's record without a human saying so.
Each client's system of record matches what actually happened on your calls — and one morning rollup shows every stack, current, in a single view. HubSpot is live today; running Salesforce or Pipedrive stacks? Tell us — that's exactly the roadmap being scheduled, and early conversations shape it.
Anyone can read a call. We're accountable for what gets written — that's the difference between a note-taker and a system of record you can bet a client relationship on.
Call content transits our pipeline and is gone when the work is done. Nothing is stored, nothing trains any model, ever. Your clients' conversations are not our asset — the accuracy of their records is.
Every record change is drafted, shown to a human, and only then committed. Corrections are one tap. Autonomy is earned per client, never assumed — you own the dial.
You don't go live on vibes. Each client configuration must pass a graded acceptance suite — built from rehearsal calls in your client's own vocabulary and stage names — before a single real record is touched.
This is a run-for-you service, not another tool on the pile. No admin console for your team to babysit, no integration project. We operate it; you approve drafts and read the rollup. Built for lean revenue teams — enterprise procurement track coming.
Tell us how many client CRMs you're running and where the hours go. You'll talk directly with the founder — no SDR handoff, no discovery maze. If we're a fit, you'll see your own calls updating a sandbox CRM before you pay anything. Pricing is simple: a one-time setup fee scoped to your client count, then a flat monthly retainer — you'll have exact numbers by the end of the first conversation.
We operate a small number of client stacks, deliberately.