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.

Add call summaries and recording links to contacts

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.

Add call summaries and recording links to contacts