Built for Reps Who Live on the Phone
Every feature exists for one reason: get call data into your CRM accurately without eating into your selling time.
The essentials: get call data into your CRM accurately, with your approval, every time.
Voice-to-Field Mapping
Talk2CRM pulls data from your conversation and maps it to your CRM fields automatically. You review — it types.
Review Before Write
Nothing touches your CRM without your say-so. Swipe through each suggested update, edit what needs changing, and approve what's right.
Offline Queue
No signal? No problem. Talk2CRM queues your updates locally and syncs everything the moment you're back online.
The Technology Behind the Speed
How Talk2CRM processes your calls accurately and keeps your data safe.
Fast extraction, thorough validation
Two-Pass AI for Accuracy
Every transcript runs through two AI passes. The first does a quick scan of your most-used fields. The second checks the full picture — catching anything missed. Speed without sacrificing accuracy.
- First pass: Scans your top fields for fast extraction
- Second pass: Reviews all fields with context-aware validation
- Automatically escalates to deeper review when confidence is low
- Conversation data is processed and discarded — never stored by AI
8 guardrails protect your CRM data
Safety You Don't Have to Think About
Talk2CRM physically cannot delete your CRM data — the capability doesn't exist in the code. Every write requires your approval. API keys stay on our servers, never on your device.
- Zero-delete guarantee: We can't delete your CRM records, period
- You confirm every CRM write — nothing happens on autopilot
- Only transcript and field names sent to AI — never credentials
- API keys and tokens stored server-side, never on your phone
Built for these first, ready for more
RingCentral + Zoho CRM
RingCentral for your call data, Zoho CRM for your records. The architecture is designed to add new providers — Salesforce, HubSpot, Dialpad, and more are on the roadmap.
- RingCentral: Pulls call logs, recordings, and transcripts automatically
- Zoho CRM: Reads your modules, fields, and permissions within your setup
- Secure OAuth + PKCE authentication on all connections
- Vote on the next integration at our roadmap page
Connected Today, Expanding Tomorrow
Deep integrations with RingCentral and Zoho CRM today — with an architecture built to add your preferred tools next.
RingCentral
Pulls your call logs, recordings, and transcripts automatically after every call
Zoho CRM
Reads your modules, fields, and picklists — works within your existing CRM permissions
Every Feature, Zero Risk
Start free with ~20 CRM updates. See the accuracy for yourself before you commit to a plan.