Capture
Record, dictate, or import a session while keeping transcript and context attached to one workspace record.
Every call.Clear next steps.
Turn discovery calls, demos, and account conversations into follow-up emails, CRM notes, objections, stakeholder summaries, and next actions.
Reviewable AI outputsWorkspace templatesConsent-aware captureWeb and mobile beta
Workspace
Scribely Sales⌄
Session
Discovery call⌄
Template
Summary⌄
Output
Auto-generate⌄
Instructions
Use customer language. Pull out pain points, decision criteria, objections, and a customer-ready follow-up.
S
12:14
AI suggests useful follow-ups in real time.
LivePrimary pain: lost context between calls and CRM updates.
ReadyDecision criteria: security notes, rollout path, admin time saved.
DraftNext step: send pilot plan and security overview.
Draft
Style:
Discovery call summary
The buyer is evaluating Scribely to reduce post-call admin, improve CRM handover quality, and keep pilot next steps visible across the revenue team.
- Primary pain: lost context between calls and CRM updates.
- Decision criteria: security notes, rollout path, admin time saved.
- Next step: send pilot plan and security overview.
Follow-up emailsCRM notesNext steps
Sales conversation workflow
Turn calls into follow-up, CRM notes, and next steps.
Scribely Sales keeps the useful parts of a call visible: customer language, objections, buying criteria, stakeholders, next actions, and follow-up drafts.
Understand
Add the patient, client, project, or meeting context that makes the generated output useful.
Structure
Generate notes, letters, summaries, minutes, follow-ups, and template-shaped drafts.
Act
Review, edit, copy, share, or keep the final output with the session for later reference.
Built from call-heavy workflows
The same AI session engine, tuned for revenue teams.
Scribely is designed around usable outputs, not generic AI chat. Every workspace can move from raw conversation to a structured document that is easy to review, edit, and reuse.
Summary
Follow-up email draft
Thanks for the discussion today. I captured the current priorities, decision criteria, and agreed next steps below.
- Buyer priorities and pain points pulled from the transcript.
- Follow-up email drafted in the selected sales tone.
- CRM notes structured for pipeline handover.
Mobile
Native capture for the moments that do not happen at a desk.
The mobile experience is built for quick recording, transcript recovery, and review on the move. It should feel like the same workspace, just faster to start.
Governance
Built for customer conversations and team visibility.
Sales workflows need consent-aware recording, clear review, workspace permissions, and outputs that are useful without exposing unnecessary context.
Review before useExplicit capture controlsWorkspace permissionsEditable generated draftsSession history and recoveryAdmin and governance direction
Customer-aware capture
Recording workflows should stay explicit so customers and teams understand when conversations are captured.
Editable drafts
Emails, CRM notes, and summaries are generated as drafts that sales users can tune before sending or saving.
Workspace controls
Workspace controls support team visibility, templates, and permissioned access for shared sales work.
Questions
What Sales users should know.
Can Scribely write customer follow-ups?
Yes. Scribely Sales supports follow-up email drafts, CRM notes, objections, buying criteria, and next-step summaries.
Is this a CRM replacement?
No. It is a conversation-to-output layer. CRM integration can come later once the core web app, auth, and workspace model are stable.
Can teams share sales templates?
Yes. Shared sales workspaces can keep templates, team session records, and repeatable follow-up formats in one place.
Scribely Sales
Start with call summaries, follow-ups, and CRM-ready notes.
Use Sales for call summaries, follow-ups, CRM-ready notes, shared templates, and team review.