AI Notetaker
Your call notes should file themselves.
The AI Notetaker records and transcribes sales meetings from the desktop app or meeting recorder, then saves the summary to the right contact, account, and opportunity.
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A notes app is one more place deal history goes to hide.
Standalone notetakers write good notes. Aurasell puts them where the pipeline and forecast can use them.
Standalone notetakers keep notes in their own app and sync some to a CRM, sometimes through Zapier. Aurasell saves every meeting to a record linked to its account and opportunity, with no connector to maintain.
A bulleted summary still needs someone to create the tasks and update the deal. In Aurasell, extracted next steps become tasks and framework fields fill on the opportunity.
Personal notetakers make managers ask for a recap. In Aurasell, teammates can view a colleague's live session from their own desktop app, and finished meetings are shared from the record.
Record, transcribe, summarize, and file in one pass.
The AI Notetaker does the work for you, so your reps in back-to-back calls end each meeting with notes already on the deal.
Your meeting notes, already on the opportunity.
Finish a call and open the deal: the summary, action items, and updated fields are already there, with the full transcript a click away.
Six ways rep productivity improves with AI Notetaker.
- Back-to-Back Day
A rep runs six calls in a row, and each summary is on its deal before the next meeting starts. - Follow-up Task List
Commitments made on the call become tasks for the deal owner, linked to the meeting they came from. - Manager Drop-in
A sales leader opens a rep's live session from their own desktop app to follow a key deal call. - Password-Protected Recap
Share the recording and summary with a customer behind a password instead of retyping a recap email. - Transcript Import
Teams that keep tools like Granola import its transcripts, and those meetings update the same deal fields. - Live Answer Assist
A hotkey in the desktop app opens Live Assist when a buyer asks something the rep needs to check.
Frequently Asked Questions.
- How is an AI CRM different from a traditional CRM?
A traditional CRM stores what reps type in. An AI CRM fills in the record from real activity. Aurasell captures emails, calls, and meetings, populates deal fields and sales frameworks from what buyers said, and lets agents update the record directly. - How do I keep CRM data clean without reps entering it manually?
Capture activity automatically and let the record update from it. Aurasell logs every email, call, and meeting to the right account and deal, fills framework fields from conversations, and enforces validation gates on stage changes. - Can I use Aurasell's AI CRM alongside Salesforce or HubSpot?
Yes. Aurasell runs on top of Salesforce or HubSpot with bi-directional sync, or replaces them as your system of record. Mid-market and enterprise teams usually start alongside their CRM. MobiClocks replaced Salesforce, Apollo, and MailChimp and was operational within a day. - Is consolidating on one vendor a lock-in risk?
You choose how far to go. Aurasell can run alongside your existing CRM with bi-directional sync, so you can consolidate at your own pace. Governance is built in: SOC 2 Type II, role-based access, row-level security, and tenant isolation. - What does the AI do with our customer conversations?
Agents operate inside your tenant, and users only see data their role allows. Conversations are protected by SOC 2 Type II controls, encryption, and tenant isolation, with flexible recording options for restricted environments.
Record your next call and find the notes on the deal.
