How do I get notes from my mobile calls into my CRM or job software automatically?
Green Weka captures your mobile calls and writes the notes for you. Summaries, new leads and action items go into HubSpot, Fergus, Asana, Todoist, Microsoft To Do, Microsoft Planner and OneNote, with nothing to type.
What gets written for you
- HubSpot
- Calls are logged against the right contact and deal, new leads are created automatically, and follow-ups become tasks.
- Fergus
- Calls from new customers become inquiries, and calls from existing customers are filed to the right job.
- Task lists
- Action items are pulled out of every call, and one tap sends them to Asana, Todoist, Microsoft To Do or Microsoft Planner with the due date already set.
- OneNote
- Transcripts and recaps are filed as clean pages.
- Any recap or transcript can be exported and sent to anyone.
Your emails too
Connect Gmail or Outlook and the emails that matter are captured alongside your calls, so the whole conversation with a customer sits in one place.
Ask, don't search
Ask your voice agent “what's in HubSpot for Sarah?” or “which quotes are still waiting on a reply?” and get the answer out loud.
Try it free
One month free, with no card needed.
See plansCommon questions
Do I have to type anything?
No. The notes are written from the call itself.
How long does connecting take?
A couple of clicks for each tool.
What if I don't use a CRM?
Every call is still transcribed, summarized and searchable inside Green Weka.