This AI agent captures a live transcript of your sales call, auto-populates your Notion CRM (or any CRM of your choice) with the prospect’s details, then drafts and emails a personalized offer—complete with embedded payment links—for instant deal closure. It’s a plug-and-play module within a larger client-onboarding pipeline that takes you from first contact straight through to signed contract.

Live Transcription & Insights Verbatim, real-time transcription with instant keyword tagging (pain points, budget, timeline).

Automatic CRM Sync Creates or updates a prospect record in Notion (or Salesforce, HubSpot, etc.), writing contact info, company data, and call notes directly into your database.

AI-Generated Proposal Applies your custom proposal template and brand guidelines, merging call insights into a polished offer.

Embedded Payment Links Inserts one-click Stripe (or PayPal) checkout links to minimize friction and accelerate payment.

Smart Follow-Up Flags Automatically tags high-value or complex leads for human review, ensuring no nuance is lost.

Secure & Scalable Deploys on your AWS/Azure/GCP account with enterprise encryption and multi-tenant support.

Start Call: Agent begins live transcription when the prospect joins.

Capture Data: Extracts name, company, priorities and objection cues mid-call.

Sync to CRM: Writes or updates the prospect’s record, complete with call metadata.

Draft Offer: Generates a customized proposal using your template library.

Send & Close: Emails the offer with payment link immediately, slashing days-long follow-up cycles to under 5 minutes.

Review Queue: Flags any leads needing special attention for your team to step in.

≈95% Admin Reduction Eliminates manual note-taking and data entry, letting reps focus on building rapport.

Instant Proposal Turnaround Cuts proposal delivery from days to minutes, keeping prospects engaged and excited.

Higher Close Rates One-click payment links and personalized follow-up drive up conversion by ~20%.

Consistent Data Quality Ensures every call outcome is captured accurately for better forecasting and reporting.

💬 Ready to supercharge your sales cycle? Message me to deploy this agent and watch your pipeline move at light speed.