CALLING

Built-In Calling Without Leaving Your CRM

Stop juggling between your phone, dialer app, and CRM. SalesSheet puts calling right inside your workflow - click a number to dial, conversations are recorded automatically, and AI generates transcripts and summaries the moment you hang up. Every call is logged to the right contact and deal without any manual effort.

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Built-in dialer with recording, transcription, and contact context

Calling That Fits Your Sales Workflow

No more switching between tabs or forgetting to log calls. Everything happens inside SalesSheet, right where your deals live.

📞

One-Click Dialing

Click any phone number in SalesSheet and the call connects instantly. Whether you are on a contact record, inside a deal, or browsing your task list - calling is always one click away. Use your own business number or get a dedicated line from SalesSheet. No hardware needed, just your browser or mobile app.

🎙️

Automatic Recording and Transcription

Every call is recorded and stored securely alongside the contact record. As soon as the call ends, AI transcribes the entire conversation and generates a concise summary highlighting key topics, action items, objections raised, and next steps mentioned. No more scribbling notes during calls.

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Call Analytics and Coaching

Track call volume, duration, outcomes, and connect rates across your entire team. See which reps are making the most calls, who has the best connect-to-meeting conversion rate, and where coaching opportunities exist. Managers can review transcripts and leave feedback directly on specific call segments.

How It Works

1

Click to Call

Open any contact or deal in SalesSheet and click the phone icon to start a call. The built-in dialer connects through your browser or mobile app using VoIP technology. Your caller ID shows your business number, and the prospect sees a professional, recognizable call coming through on their end.

Click-to-call dialer with live call controls and contact context

2

Conversation Recorded

While you focus entirely on the conversation, SalesSheet handles everything else in the background. The call is recorded with crystal-clear audio, timestamped, and linked to the correct contact and deal records. Both sides of the conversation are captured so nothing gets lost or misremembered later.

Calls are recorded and linked to the right contact automatically

3

AI Summarizes Everything

Within seconds of hanging up, your AI assistant delivers a complete call summary - key discussion points, commitments made, objections raised, and recommended next actions. The full transcript is searchable, so you can find any moment from any call months later. Share summaries with your team or manager with one click.

AI-generated call summaries with key points and next steps

"I used to spend 15 minutes after every call writing notes. Now the AI has a summary ready before I even finish my coffee."
— Sales teams using SalesSheet.ai

Start Calling from Your CRM Today

Ditch the separate dialer and bring calling into the same place you manage your deals. Every call recorded, transcribed, and summarized by AI. Start your free trial and make your first call in minutes.

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