AutoPylot 4+

Auto log calls, notes in CRM

Knowme, Inc.

    • Free

iPhone Screenshots

Description

AutoPylot enables salespeople to automatically capture and log customer interactions (voice calls) and dictate notes into their enterprise CRM system.

AutoPylot enables salespeople to automatically capture and log customer interactions (voice calls) and dictate notes into their enterprise CRM system (Microsoft Dynamics Sales to start).


Let’s face it – CRM systems are a pain for salespeople. Entering data about sales calls and meetings is really just hours of data entry.Yet management needs timely and accurate data in the CRM to feed downstream functions like forecasting, financials, and inventory.


With AutoPylot, CRM systems collect 10x the conversational data from customer interactions – with just 1/3 the time and effort from salespeople.
Plus, with AutoPylot’s conversational AI, sales leadership can get deeper insights into customers’ intent.


Key Features Include:

- Log – Sales calls, notes as sales activities
- Dictate – Call or meeting notes, action items – immediately after a call
- Integrated – with the enterprise’s existing CRM (Dynamics to start)
- Capture – optional call recording, transcription
- Transcribe – voice calls (future)
- Includes a dedicated AutoPylot number, separate personal from business calls, texts


AutoPylot requires an enterprise account and for users to have a CRM (Dynamics) license.

What’s New

Version 1.2

Capture and Tracking of Missed Calls and Voicemail.

Ability to listen to Voicemail in the AutoPylot app and in Microsoft Dynamics CRM.

App Privacy

The developer, Knowme, Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Contact Info
  • Contacts
  • User Content
  • Identifiers

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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