01Recording
One tap
Record. Done.
Your reps talk for 15 seconds after a meeting. They get a transcript, and a second pass pulls out a summary, action items, pain points, competitors mentioned, and a suggested next step with a due date. No forms. No required fields. No excuses.
- Record a voice note after a meeting, from the phone or the browser
- Transcription detects the language automatically
- A second pass pulls out a summary, action items, pain points, competitors mentioned, and a suggested next step with a due date
- A note can be saved in a different language than it was spoken in
- The audio is kept, so a bad transcription can be re-run with a language hint at no extra cost
02Language
Detected automatically
03Re-run
Audio is kept
04Output
Summary · actions · next step
The walk-out workflow
Talk for fifteen seconds. Walk out. Done.
After leaving a client meeting the rep taps the microphone, talks for 15 to 60 seconds about what happened, and walks out. No typing on a phone keyboard in the car. No "I'll update the CRM when I get to the office", which never happens.
- Dictate a field note in the mobile app
- Transcribed, and optionally translated, before it is saved
- Photograph a business card in the same app and the contact fills itself in
What comes out
One voice note. Five things you would have typed.
You get the transcript, then a second pass reads it and writes the parts a manager actually needs.
- A summary of the conversation
- Action items
- Pain points
- Competitors mentioned
- A suggested next step with a due date
Any language
Speak the language you think in.
Transcription detects the language automatically. Mix English and Hindi in one sentence and speak the way you would to the customer. A note can be saved in a different language than it was spoken in, so a manager can read every rep's notes in one language.
Nothing wasted
A bad transcript? Run it again.
The audio is kept. If a transcription comes out wrong, re-run it with a language hint at no extra cost. Nobody has to record the meeting twice.
What most CRMs do.
What BoldReach does.
| Capability | BoldReach | Most CRMs |
|---|---|---|
| Capture | A 15-second voice note | Forms with required fields |
| Language | Detected automatically | Typed by the rep |
| Extraction | Summary, actions, pain points, competitors, next step | Typed into separate fields |
| Second chance | Audio kept, re-run with a hint | Retype it |