Call Assistant by Close CRM

About Call Assistant by Close CRM

Call Assistant by Close CRM is an AI-powered tool that automatically transcribes and summarizes phone calls within the Close CRM platform. It supports over 20 languages and integrates call records directly into the CRM, eliminating the need for manual note-taking during sales calls.

Review

Call Assistant offers a practical solution for sales teams who spend a significant amount of time on phone calls. By automating transcription and summaries, it helps users save time and maintain accurate records without extra effort. Its seamless integration with the Close CRM ensures that all call information is easily accessible alongside contacts and notes.

Key Features

• Automatic transcription of inbound and outbound phone calls
• Summarization of key call points for quick review
• Support for 20+ languages with automatic language detection
• Direct integration with Close CRM, attaching transcripts and summaries to call and contact records
• Eliminates manual note-taking during calls, improving productivity

Pricing and Value

Call Assistant is included as part of the Close CRM platform, which offers a 14-day free trial allowing users to test the full suite including the Call Assistant feature. Pricing plans for Close CRM vary based on the number of users and features, with discounts available for new customers through promotional codes. The tool provides good value by reducing administrative workload and enhancing sales communication efficiency.

Pros

• Effortless call transcription and summarization save time
• Supports multiple languages, beneficial for global teams
• Integrates smoothly within the CRM, keeping all data centralized
• Improves accuracy of call records by minimizing human error
• Free trial allows risk-free evaluation

Cons

• Requires Close CRM subscription, limiting standalone use
• Call recording laws may require user awareness depending on jurisdiction
• Accuracy of transcription may vary depending on call quality and accents

Overall, Call Assistant by Close CRM is well-suited for sales professionals and teams who rely heavily on phone communication and need to streamline their workflow. It is especially valuable for organizations seeking to reduce manual data entry and improve documentation accuracy within their existing CRM setup.