Every call becomes CRM truth
L2 CheckerA2 Review
Calls and meetings auto-become CRM entries plus next actions you approve.
00You know you're here when
Level L2 · Checker
You cross-check answers, you write real prompts with context, you use voice, you've caught AI being confidently wrong and know what that smells like.
Altitude A2 · Review
AI does the task; you approve each output before it counts.
01Do this first
Record your next sales call and have AI turn it into a CRM entry plus next actions. Paste it in yourself for now.
One rep, by hand, this week. Keep what works.
02Starter prompt
Here's a sales call transcript: [paste]. Turn it into a CRM update: contact, company, deal stage, key needs, objections, and the next action with a due date.
03Tools pinned to this stop
S first, then A. Hover a tier for the rule.
SFathomFree unlimited recording and transcription; auto-syncs notes and action items to HubSpot/Salesforce.AFireflies.aiTranscribes calls and pushes action items plus CRM field updates from $10/user/mo.AClose CRMBuilt-in calling means every call is already inside the CRM record, not a separate app to sync.
3 stops and 2 rungs to the frontier: Follow-up runs itself, audited.
Frontier last checked Jul 16, 2026