TL;DR: Smart Capture transcribes and structures the most important parts of your call in real time, so your notes are CRM-ready the moment you hang up.
Smart Capture automatically structures call notes while you're live with a prospect. It listens, transcribes the key data points, and organizes everything into your framework.
By the time the call ends, your notes are ready to drop into your CRM. Want a direct integration with your CRM? See Request an integration.
No more typing and talking at the same time. No more trying to remember what the prospect said on call 7 when you're on call 12. You stay present with the person on the line, and the notes take care of themselves.
Smart Capture pulls structured data points from your conversation — things like motivation, timing, location, price range, current situation. The exact fields depend on your lead type and framework.
After your call, make sure to click the copy button to add your notes into your CRM.
Smart Capture runs automatically during every coached call when enabled. Nothing to toggle on. Look for the Smart Capture panel on your widget during and after calls.
Still stuck? Email support@asksayso.com or use the support section inside the app.