Internal system · Sales automation
Every recorded sales call is transcribed, classified, summarised and pushed to the CRM with a human approval gate — three call sources unified into one AI memory.
Measured impact
553+
calls in the memory
3
call sources unified
Same day
CRM notes, every call
The problem
Call notes depended on whoever took the call remembering to write them.
Three recording tools meant three places a deal's history could hide.
What we built
Multi-source ingest TLDV, Gemini and GHL calls land in one pipeline
AI classification and summary every call classified, summarised and scored automatically
CRM push with approval notes reach HubSpot after a human approval gate
What changed
Every setter call now teaches the system something
Deal history is complete without anyone writing notes
Proposals quote the client's own words from the transcript
Every setter call now teaches the system something.
Mr. Lim · DashboardLim
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