NOTETAKER

Capture every conversation automatically.

Record, transcribe and structure every sales conversation so the information is available without manual work.

Call in progress00:47

Buyer“Right now we're concerned about price and the budget is closed.”

Buyer“The CFO should also be in the next meeting…”

Seller“Great, let's schedule a meeting with the CFO this week.”

Performy extracts

Decision makerCFO
PainPrice
ObjectionBudget
Next stepMeeting with CFO
Opportunity contextUpdated ✓

The problem

Your CRM shouldn't depend on your sellers' memory.

The conversation happens. The seller sells. Performy captures what happened.

Without Performy

Call
Notes
Remember
CRM
Manual work

With Performy

Call
Performy
Structured data
CRM

The product

Every conversation becomes commercial context.

“I'd need to involve our CFO.”

Decision makerCFO

“Price is still a concern.”

PainPrice

“Our budget is closed this quarter.”

ObjectionBudget

“Let's talk to the CFO next week.”

Next stepMeeting with CFO
Opportunity contextUpdated ✓

How it works

From conversation to CRM. No manual work.

01

Capture

Captures every conversation automatically.

02

Transcribe

Turns audio and video into structured information.

03

Understand

Extracts the relevant commercial context.

04

Update

Keeps the information available in your stack.

Conversation
Performy
Structured context
CRM

Less admin work. More commercial information at hand.

Automatic

No manual notes.

Structured

Commercial information ready to use.

Always available

Context isn't lost after the call.

Stop updating the CRM by hand.

See Notetaker in action →

Also in Performy:PerformanceRevenueTraining