Add call summaries and recording links to contacts
Add call summaries and recording links to contacts
Your recorded client calls lack summaries and links in the CRM, leaving follow-ups unfocused. It delivers summaries and shareable links so agents can follow up same day.
Overview
Recorded property calls and walkthroughs often land in a contact without context, slowing agent follow-up and deal momentum. This flow pushes AI summaries and recording links directly into contact notes so agents have actionable context and can follow up same day.