Salespeople are hired to sell, not to type. So they don't — and the CRM fills with blanks and stale records until no one trusts it.
After a meeting — in the car, in the lobby — the rep calls their TellKeep number and just says what happened. It recognizes them by their phone.
TellKeep finds the right contact and company — even from a misheard or partial name, in any accent — and confirms with the rep before writing anything. A wrong record is worse than none.
The note and tasks land in the CRM, the follow-up lands on the calendar as a real invite, and the delegated task lands on the teammate's list. The rep never opened a laptop.
Call after any customer meeting. TellKeep extracts the summary, budget, next steps, and contact details — and stages it all for a one-tap review.
Each rep gets a named assistant with its own email address. "Find 30 minutes with Marco next week" by email or WhatsApp, and it writes to each guest separately, reads the replies, and books it on the rep's calendar. It never confirms while someone is still pending, and the rep is told every time something needs them.
"Set a call next Tuesday at ten" lands on the rep's Google, Microsoft, or CalDAV calendar — with the customer invited. One call can capture several meetings and reminders.
"Ask Ana in accounting to pull the invoices" — TellKeep finds Ana in your company directory and puts the task on her list, where you can track it.
Ask the assistant what you know about a contact and get the history in seconds: last conversation, budget, open follow-ups.
Every capture is reviewable before it syncs. Confirm it, edit it, or archive it — nothing writes to your CRM without your say-so, unless you turn on auto-sync.
TellKeep sits on top of the CRM you already pay for and keeps it current. No CRM at all? TellKeep works as your lightweight one from day one — and when you're ready for a bigger platform, we'll offer to migrate your records (your choice, clearly explained, one-way). You're never locked in, and you never have to migrate to get started.
TellKeep captures the rep telling their assistant what happened — never a recording of the customer conversation. No wiretap questions, no surveillance.
When TellKeep is sure, it logs and tells you. When it's unsure, it asks — before touching your CRM. And you review everything before it syncs.
Reps work in the language they actually speak — English and Spanish today — over a plain phone call or a WhatsApp voice note. There's an app for review, but it's never required in the field.
Create your workspace in two minutes: company name, your name, your email. No password to invent, no card, no phone number until you're ready to call.