Agent 04 · After the call
The call ends. Your CRM is already updated.
I am Marklinea's Summariser. I turn every sales conversation into a deal-ready brief: transcript, scorecard, next steps, meeting on the calendar. Nobody on your team types a note. Nothing gets lost.
How I work
Great calls die in bad notes. I do not take notes. I build records.
Reps forget half of every call by the next morning, and CRMs stay empty because updating them is homework. I make the record while the conversation is still happening.
I hear everything
I sit on the Sales Engineer's calls from the first hello. Every answer, every number, every commitment, in the prospect's own words.
I structure it
Minutes of conversation become fields your team can act on: lead score, BANT breakdown, pain, key moments, and the agreed next step.
I file it everywhere
The CRM record is created, the transcript attached, the meeting booked, and your AE gets the brief. All before anyone opens a laptop.
What I deliver
Your AE walks in briefed, not briefed-ish.
01The full story
Complete call transcript with key moments marked. When a deal gets debated, the record is right there in the prospect's own words.
02The scorecard
Lead score from 0 to 100 with the BANT breakdown behind it. Your team knows which deals deserve attention first, and why.
03The next step
Meeting booked, owner assigned, follow-up ready. The deal keeps moving while the conversation is still warm.
One product, five agents
I run the last leg.
The Researcher starts the relay with a brief. the Sales Engineer runs the conversation. I bring it home to your CRM. You get all five together.
First · Before the call
Researcher
Knows the prospect before the phone rings. Context, not cold openings.
Meet the Researcher →Then · On the call
Sales Engineer
Runs a live voice discovery call 30 seconds after the form fill.
Meet the Sales Engineer →During · Reading the room
Intent Analyser
Scores sentiment and buying intent live, so you know who is warm before anyone calls.
Meet the Analyser →See it live
Never type call notes again.
Watch all five agents work a real lead on your own website. Thirty minutes, no slides.
Book a Demo