A CRM that keeps itself, and calls that write themselves up
An in-house build: call recording that starts itself, AI summaries written without anyone typing them, and a CRM record that stays current without manual entry.
A sales call feeds an automatic recording, the recording feeds an AI summary, and the summary writes the CRM record. On its own baseline below, the manual path it replaced — write the call up from memory, then type it into the CRM — is drawn dashed and struck through.
- Administrative time recovered
- 325hours a monthModelled, not timed: 3 minutes of logging per call × 50 calls a day × 5 reps × 26 working days. Every input is stated so the figure can be recalculated with different ones.Model built by Bipasha Das from the team's own call volumes.
- Net saving each month
- $474$677 of administrative time at a $2.08/hour payroll rate, less $203 of telecom cost (13,000 minutes at $0.016). About $5,690 a year.Model built by Bipasha Das. Figures are converted from rupees at 96 to the dollar, the rate in September 2026.
- Steps in the loop that wait on a person
- 1stepfrom 4 stepsCounted from the two process columns published on this page. The only remaining human step is the sales call itself.
The problem
A sales call produces two things: a conversation, and a record of the conversation. The first is the job.
The system
The system was built so that no step of the record-keeping asks a person to remember it. Calls are recorded automatically rather than on demand.
The change
The upkeep left the salespeople. Recording, writing up and CRM entry are now done by the system, which is the whole of what “zero-touch” claims — not that the calls happen by themselves, but that keeping the record of them no longer competes with making them.
- Sales call takes place
- Recording started by hand, if at all
- Call written up afterwards
- CRM record updated by hand
- Sales call takes place
- Recording starts on its own
- Call summarised by the model
- CRM record written and kept current