Seven capabilities that all work off one recording: capture the appointment, coach the rep, and push the result into the tools your team already uses.
Every roofing appointment turns into a personalized plan page for the homeowner, drafted straight from the recording. The rep reviews it, corrects anything, and sends.
Every appointment captured from the rep's own phone. No hardware, no second device, no note taking.
What customers actually say about your pricing, your competitors and your product, turned into answers.
Every appointment scored against your own sales steps, so coaching goes to the step the team is missing.
Adherence, close rate and rep by rep performance, tied back to the jobs and revenue in your CRM.
Summaries, CRM notes, next steps and drafted follow-ups written from the recording, without the rep typing.
Coach Dean writes private feedback on the rep's own appointment, so improvement does not wait on a manager.
Capture, coach and report in one workflow, from the doorstep to the kitchen table to your CRM.