Trusted by 8,500+ businesses globally
Why sales teams can rely on Salesmate Call Transcription
Salesmate transcribes calls in real-time, capturing critical details, next steps, and customer intent. Reps can revisit conversations instantly, managers can coach more effectively, and no insight slips through the cracks.
Record, transcribe, and act on every conversation
Never miss a key detail from your sales calls again. With Salesmate’s Call Transcription feature, your team can focus on the conversation while we handle the notes - automatically transcribing each call and syncing it to your CRM.
- Real time transcriptions: Get instant, accurate transcripts of your sales calls and meetings. No more manual note taking - Salesmate listens and converts speech to text in real time so your team can stay engaged with the customer.
- CRM-Integrated call transcripts: Automatically attach call transcripts to relevant contacts, deals, or activities in your Salesmate CRM. Access organized, searchable call records, review past conversations, keywords, and follow-ups, all in one place, no need to sift through audio files.
- Searchable insights: Find keywords, pain points, or objections instantly with transcript search.
Uncover insights with keyword & AI trackers
Trackers make it easier to spot trends, customer concerns, and compliance issues within your call transcripts. Whether it’s specific keywords or broader customer sentiments, Salesmate helps you stay ahead.
- Word trackers: Monitor specific terms like “refund,” “cancel,” or “demo” to quickly locate calls that need follow-up or review.
- AI trackers: Use machine learning to identify concepts like dissatisfaction or urgency, even when different phrases are used.
- Custom training: Teach AI Trackers using real conversations for improved accuracy and context.
- Smarter analysis: Detect patterns in customer queries or rep behavior to refine processes and improve outcomes.
- Boost service quality: Ensure reps follow guidelines and no critical issue goes unnoticed.
Personalize your outreach with real call insights
Ensure every commitment and key detail is captured with Salesmate’s Call Transcription. Salesmate provides actionable summaries, highlights key questions, and identifies next steps-so your team can stay organized and proactive.
- Automatic action item identification: Salesmate highlights key steps from every conversation, like sending documents or scheduling demos.
- Clear follow-up insights: Actionable items, such as commitments and follow-ups, are clearly outlined in the call summary, ensuring no detail is overlooked.
- Seamless task management: Action items help your team stay organized with clear and actionable follow-up tasks from each conversation.
Leverage sales coaching with AI
Leverage sales coaching with AI to enhance your team’s performance. Salesmate’s transcription isn’t just text - it’s an intelligent analysis of your conversations.
- Keyword highlighting: AI highlights important keywords, detects questions, and summarizes call highlights.
- Coaching insights: Managers can use insights to identify coaching opportunities and understand customer sentiment.
- Pitch improvement: Helps reps improve their pitch with data-driven feedback, acting as a smart assistant for every call.
Align your team with conversation context
Enhance team collaboration by giving everyone access to relevant Call Transcriptions directly within the CRM. Salesmate ensures that those with record access can easily review conversations for better alignment and insights. You can also export transcripts as needed for further analysis.
- Quick access to conversations: Team members can quickly scan transcripts to get up to speed on any call.
- Onboarding with best practices: New sales reps can learn by reading through successful call transcripts.
- Coaching and Feedback: Leave comments or feedback on transcripts, turning them into valuable coaching tools and a knowledge base for your team.
Keep your data secure and safe
Salesmate’s Call Transcription is built with privacy and security at its core, ensuring your data is always protected.
- Data encryption & Access control: All call data and transcripts are securely stored with encryption and role - based access controls.
- Secure data storage: Transcripts and call data are kept safe with advanced security measures to prevent unauthorized access.
- Confidentiality assured: Salesmate ensures that all sensitive information remains private, maintaining the highest privacy standards.
How does it work?
Automatic call recording
Enable call recording with a single click on your Salesmate phone line. The system records inbound and outbound calls and provides consent prompts where necessary.
AI Speech-to-text conversion
Our AI engine transcribes audio into text in real time or shortly after the call ends, providing you with a written, searchable transcript almost instantly.
CRM Attachment
Transcripts are automatically linked to call activities in Salesmate CRM, and associated with the relevant contact or deal, creating a permanent record on their timeline.
AI Analysis
You can generate an AI summary that highlights key questions, customer sentiment, and action items - turning transcripts into valuable coaching tools.
Review & Share
Easily review the full transcript, search for specific terms, or share call notes with your team. Use filters to find relevant calls for later reference, training, or follow-up.
Top rated across all platforms
Customers have rated us the best compared to any other software across review platforms like G2, Gartner, TrustRadius.
Why Call Transcription is a game-changer for sales teams
Call transcription takes your sales conversations to the next level, providing an in-depth, actionable view of every interaction. By converting calls into structured, searchable data, it unlocks a treasure trove of insights that can drive sales effectiveness and team performance.
- Stop relying on memory or scribbled notes: Never miss key client info again. Get a full, word-for-word breakdown of every conversation - available instantly after each call.
- Turn every call into a learning moment: Use transcripts to onboard new reps faster, deliver targeted coaching, and ensure your messaging is always sharp and compliant.
- Understand what customers really mean: From subtle objections to strong buying signals, spot trends across conversations and adjust your strategy accordingly.
- Actionable coaching insights: With detailed transcripts and comprehensive call reports, sales leaders gain clear visibility into rep performance. Identify conversation trends, discover coaching opportunities, and use real-world examples to refine skills and drive better sales outcomes.
- Save time, Stay organized: No more manually logging call summaries. Transcripts live within your deals, contacts, and activities - fully linked and searchable.
Got questions? Find answers!
What is Salesmate’s call transcription feature?
Salesmate’s call transcription is an AI-powered speech-to-text tool that automatically converts your phone calls and meetings into written text. With real-time transcription, every conversation is captured and saved to your CRM, allowing you to easily read, search, and analyze full dialogues at your convenience. This helps you never miss important details and makes it easy to reference past calls for follow-ups, training, and insights.
How do CRM-integrated call transcripts help my sales team?
By integrating call transcripts directly with your CRM, Salesmate ensures that every conversation is linked to the relevant contact, deal, or activity. This enables your sales team to quickly pull up the history of client interactions, saving valuable time. With this full context, your team can approach follow-up calls more effectively, ensuring nothing is overlooked, and everyone from sales to support is aligned on the customer journey.
Is the transcription truly real-time?
Yes, Salesmate’s transcription works in real-time or near real-time. As your conversation unfolds, the AI begins transcribing it immediately, allowing you to have the full transcript ready within moments of finishing the call. This ensures your team can quickly access the call details for fast follow-ups and immediate action, eliminating delays and inefficiencies in the process.
How accurate are the call transcripts?
Salesmate leverages advanced AI and machine learning algorithms to provide high accuracy in transcriptions. In optimal conditions with clear speech, the AI generates highly accurate transcripts. However, factors such as heavy accents, fast speech, or background noise can slightly impact accuracy. Despite these factors, the system significantly reduces manual note-taking and captures critical information you may otherwise miss, making it a valuable tool for your team.
Can the AI summarize calls or identify key points?
Absolutely. The transcription process goes beyond simple text conversion. Sandy AI analyzes the call to generate a summary that highlights key discussion points, identifies important questions, and pinpoints action items. This additional layer of intelligence makes it easier for managers to review calls, pinpoint coaching opportunities, and quickly identify trends in customer sentiment or behavior.
How does call transcription help with sales coaching?
Salesmate’s transcription feature provides managers with concrete material for coaching sessions. By reviewing transcripts, sales leaders can give specific, actionable feedback on how to improve a rep’s pitch, handle objections, or build rapport. AI insights such as sentiment analysis, talk-to-listen ratios, and key question detection further help identify areas of improvement, turning each call into an opportunity for growth.
How secure are my call transcripts?
Call transcripts are stored securely with encryption at rest and in transit. Access is controlled by role-based permissions, ensuring only authorized users can view sensitive information. Salesmate adheres to industry security standards to protect your data.
How can I start using call transcription in Salesmate?
Getting started with call transcription in Salesmate is easy. Simply sign up for a free trial, which includes built-in calling features. Enable call recording on your Salesmate account, and ensure you have an AI credits plan to access transcription and analysis features. Once enabled, every call made or received through Salesmate will be automatically recorded and transcribed. Transcripts will be linked directly to your CRM activities. For detailed guidance, you can visit our support portal or reach out to our team for assistance during setup.