Automatic write-back
Call outcome, next step, qualification fields, and a summary are mapped to your CRM fields and written seconds after the call ends.
After every call
Every call scored. Every outcome in the CRM. Nobody typing notes.
When a call ends, the outcome, qualification facts, objections, and a call score are written to your CRM automatically. Scoring runs against criteria you define, so coaching is based on every call rather than a handful of samples.
Call scoreYour criteria
92Call score
Outcome · Meeting bookedWritten
Qualification fields · 4Written
Summary and transcriptAttached
How crm sync & call scoring works
Outcomes, notes, and scores written automatically.
Scoring on your criteria
Define what a good call looks like - disclosure given, discovery depth, objection handled, next step secured - and weight each part.
Recording and transcript
Where consent rules allow, recordings and transcripts are attached to the record, with objection and qualification moments marked.
Coaching from the full picture
Scores across all calls show where conversations stall, which playbook entries work, and which criteria are hardest to confirm.
Worked example
How one call was scored
A call score is the sum of weighted criteria, each one explainable.
What you configure
- CRM field mapping for outcomes and facts
- Scoring criteria and their weights
- Which calls are recorded, by region and consent
- Summary format written to the CRM
- Who can see recordings and transcripts
- 20 / 20Disclosure
AI identified and recording notice given in the opening.
- 22 / 25Discovery
Need, authority, and timeline confirmed. Budget partly.
- 23 / 25Objection handling
Incumbent-vendor objection handled from the playbook.
- 27 / 30Next step
Meeting booked with a confirmed time and attendee.
- 92Call score
Written to the CRM activity with the breakdown.
Boundaries
What gets written
The agent will
- Write only to the fields you map
- Keep a log of every change made to a record
- Attach recordings only where consent allows
The agent will not
- Delete or overwrite fields you haven't mapped
- Change deal stages unless you allow it
- Store recordings where your region settings disable them
Questions
CRM Sync & Call Scoring, answered.
Which CRMs are supported?
CRM connection is set up during onboarding. Tell us the CRM you use when you sign up or talk to us, and we'll confirm the integration path for your setup.
Can reps' own calls be scored the same way?
Scoring is designed around calls the agent makes. If you want to compare against rep calls, raise it with us during onboarding.
Next in queue
Put your next lead list in the queue.
Sign up and we'll set up your first campaign with you: calling windows, qualification criteria, and an objection playbook in your own words.
- Lead 0418 · Operations leadBooked
- Lead 0419 · Finance headHandled
- Lead 0420 · Opted outSuppressed
- Your first campaignDialing next