Speak, and a Lead is Born.
Voice note → Lead creation
Instantly convert scattered voice notes from the field into structured, actionable leads in your CRM. Never let a great conversation be forgotten in a spreadsheet.
See it in action
Auto-create leads
The Lost Conversation
Your field reps and executives have valuable conversations at events or on the road. They capture quick thoughts in voice memos, but these notes live and die on their phones—unstructured, un-actioned, and disconnected from your CRM.
AI Lead Creation
Key Features
AI-Powered Transcription
The agent transcribes your voice note with high accuracy, turning spoken words into searchable text.
Intelligent Entity Extraction
AI scans the transcript to identify and extract key information like names, company names, email addresses, and phone numbers.
Structured CRM Lead Creation
The agent automatically creates a new lead in your CRM, populating the correct fields with the extracted data and attaching the full transcript and audio file for context Untitled-spreadsheet.xlsx.
Use Cases
Use-Cases for Voice note → Lead creation
Pharmaceutical Sales Rep
After a day of visiting clinics, a rep dictated 10 voice notes. The agent converted them into 10 new contact records and 3 follow-up tasks, saving over an hour of evening admin work.
Conference Attendee
An executive recorded 2-minute voice notes after meeting key prospects at a trade show. The leads were in the CRM with follow-up tasks assigned before he even left the event hall.
Field Service Technician
Used voice notes to capture upsell opportunities during client visits. This workflow resulted in a 15% increase in add-on services sold.
More Agent Template
Auto-log calls & emails
Automatically logs calls and emails into CRM, linking them to the correct lead or deal.
Sentiment analysis on calls
Analyzes call transcripts to assess sentiment, urgency, and objections.
Meeting transcription & summary
Transcribes meetings and generates summaries with action items.
Multi-language support agents
Communicates with leads in their preferred language across channels.
Auto-analyze lost deals for patterns
Identifies reasons and trends behind lost deals to improve strategy.
AI competitor battlecards
Builds battlecards with competitor strengths, weaknesses, and rebuttals.
Territory-based lead routing
Assigns leads based on location, rep coverage, and regional rules.
Cross-platform lead sync
Syncs lead data across CRM, Google Sheets, marketing platforms, and support tools.
Auto-generate personalized proposals
Creates customized proposals using lead data, pricing logic, and branded templates.
Personalize outreach messages
Crafts outreach messages using context from previous interactions.
Lead creation
Value Proposition
Capture 100% of leads from field conversations.
Eliminate the need for manual note-taking after events.
Ensure rapid follow-up on fresh opportunities.
Create rich, detailed lead records effortlessly.
FAQ
You can forward them from your phone via a special email address or sync your WhatsApp account.
It uses a state-of-the-art speech-to-text engine with over 95% accuracy for clear audio.
Yes, the transcription model is trained on a wide range of global accents.
The agent is smart enough to identify and create separate records or tasks as needed.
The AI uses contextual clues and entity recognition to correctly categorize the information.
Automate with AI
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Stop losing your best ideas. Turn every conversation into an opportunity. Activate your Voice Note Agent now.
CRM Software has this features:
Every business does things a little bit differently, leading to very diverse needs. While there are some functions that are quite standard across the board, there are often functions that an out-of-the-box solution may not be able to handle.
Thousands of businesses do not use their CRM to its maximum effect, which can reduce productivity, customer satisfaction, and sales. It can be difficult for an organization to implement or manage a CRM tool, especially if they lack the required IT expertise, and what works well for another organization may not work so well for yours
Archiz CRM will Help you with Following features
