Automated CRM updates from sales calls

CRM update: from call transcript to deal card in 2 minutes

Send a call recording or transcript to your Telegram bot — the agent automatically extracts participants, agreements, next steps, and deadlines, updating your Salesforce, HubSpot, or Pipedrive deal card instantly. Save 45–90 minutes per rep per day on admin. Data completeness rises from ~40 % to 90 %. $19/mo.

366k+⭐ OpenClaw on GitHub
<5minutes to launch

Sound familiar?

What's eating your time

Sales reps spend 45–90 minutes daily manually transcribing call notes into the CRM

Calls are forgotten, next steps missed, deadlines never logged — deals stall mid-pipeline

CRM data quality is low: not all meetings recorded, meeting notes sparse, attendees unclear

Call recordings, transcripts, emails, and CRM live in different silos — context-switching kills productivity

Capabilities

What your AI agent can do

Smart meeting extraction

The agent listens to the transcript or recording, identifies all attendees by role (CEO, CTO, controller), meeting dates.

Parse agreements and commitments

Finds all promises, pricing, deadlines, special conditions — sorts them automatically by type (pricing, next steps, objections).

Update deal in CRM

Automatically creates or updates the deal card in Salesforce, HubSpot, Pipedrive, or Copper with the correct pipeline stage.

Meeting history and notes

Stores the full transcript, key decisions, and next steps inside the deal record — nothing is lost or scattered.

Auto-create action items

If an action was mentioned for the agent, it creates a task in Slack or Teams with a link back to the meeting.

Works with your tools

Salesforce
HubSpot
Pipedrive
Slack
Gmail
Telegram
How it works

Get started in a few steps

1

Record the call or provide a transcript

Meetings on Zoom, Teams, or Google Meet are automatically recorded. Or paste a transcript directly into the OpenKlo Telegram bot.

2

The agent analyses the data

Reads conversation tone, attendees, key moments, objections, and commitments from the recording or text.

3

Extract structured information

The agent pulls out: names, roles, deal amount, stage, deadline, conditions, next steps — and generates a team summary.

4

Update the deal card

Logs into your CRM (with limited permissions) and updates fields: stage, deal value, next-step date, activity log.

5

Notify the team

Posts a summary in Slack and alerts anyone mentioned in the call — quick, relevant, and contextualised.

FAQ

Frequently asked questions

No. OpenKlo only updates your CRM after you've had the call. Negotiations are yours. The agent takes what you've learned and files it properly.

Want OpenClaw — without the DevOps?

OpenKlo is managed hosting for the original OpenClaw. Same agent, live in 3 minutes.

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