Every call remembered, every promise kept
GRID records, transcribes and summarises every sales call automatically — then turns the action items into tasks tied to the lead. Your reps sell. The record keeps itself.
Priya wants to roll GRID out across 3 studios. Budget signed off. Needs SSO + a security doc.
The deal died in someone’s notebook
Great calls are worthless if nobody remembers what was said. Here’s what changes.
- “What did we agree on that call?” — silence in the pipeline review
- Reps scribbling half-notes while trying to actually sell
- Follow-ups promised on the phone, forgotten by Friday
- Managers coaching blind because they never hear real calls
- A rep leaves and every conversation they had leaves with them
- Every call recorded and transcribed the moment it ends
- An AI summary with decisions, objections and next steps
- Action items become tasks on the lead — with an owner
- Managers skim summaries, then drill into the exact moment
- The full history stays on the lead record, not in a head
From 40 minutes of talk to the 5 lines that matter
The transcript is the record; the summary is the intelligence. GRID distils every call into what was decided, what was objected to, and what happens next — written to the lead record before your rep has refilled their coffee.
- Automatic recording and transcription on every call
- AI summary: decisions, objections, commitments, next steps
- Action items extracted and converted into tasks on the lead
- Full transcript searchable when you need the exact wording
Priya wants to roll GRID out across 3 studios. Budget signed off. Needs SSO + a security doc.
One thread per lead — including the phone
Email, WhatsApp, SMS and calls, threaded on the same lead in the unified inbox. Hit “New Call” next to the conversation and the recording lands right back in the thread. No app-switching, no “which number did they call from?”
- Start a call directly from the unified inbox
- Recording, transcript and summary attach to the same thread
- Admins and managers notified on key conversations
- Channels in one view: All / WhatsApp / SMS / Email / Calls
Hang up. Everything else is done.
The paperwork happens while your rep moves to the next conversation.
Call
Dial from the lead’s thread in the unified inbox. No separate dialler, no copy-pasting numbers.
Capture
The call is recorded and transcribed automatically — every word, timestamped.
Summarise
AI writes the summary: decisions made, objections raised, commitments given.
Act
Action items become tasks tied to the lead, and the status updates to Called. Nothing slips.
One call, four people served
The same recording works harder for everyone who touches the deal.
For the rep
Sell with full attention. The notes, tasks and follow-ups write themselves.
For the manager
Coach from real calls. Skim summaries across the team, drill in where it counts.
For the closer
Walk into the second call knowing exactly what was promised on the first.
For the business
Every conversation on the record. Reps change; the relationship history doesn’t.
For the pipeline
Call outcomes update lead status automatically — Called, Booked, Won.
For the future you
Search transcripts for “pricing”, “contract”, “competitor” — find the moment in seconds.
“We used to lose a day a week to “what happened on that call?” Now the summary is on the lead before the rep is off the phone. Our pipeline reviews went from archaeology to strategy.”
Calls feed everything else in GRID
Threaded with every channel
Calls sit next to the emails, SMS and WhatsApp for the same lead — one story, one thread.
Fuel for the AI assistant
The in-inbox copilot reads call history too, so its drafts and objection-handling reflect what was actually said.
Deals close, books update
When a call turns into a win, invoicing and commissions flow through GRID’s accounting automatically.
Pairs with
Call recording, answered
Because note-taking while selling is a losing game. GRID records every call, transcribes it, and writes an AI summary with the commitments both sides made — attached to the lead, searchable forever.
Stop selling from memory
Recorded, transcribed, summarised, actioned — every call, automatically. One flat price, unlimited seats.