Product · Automated Note Taking

Turn every sales call into clear, structured notes — automatically

Your reps shouldn't have to choose between having a great conversation and capturing the details. Proshort records, transcribes, organizes, and syncs every call so your team can stay focused on selling.

Recorded calls with structured summaries and follow-up drafts
The problem

Sales reps are expected to do two jobs on every call

Run the conversation and document it. So while they're listening to the buyer, they're also typing:

  • Trying to capture objections accurately
  • Making a mental note of next steps
  • Thinking about what needs to be logged in the CRM afterwards

By the time the call ends, parts of the conversation are already blurred.

Objections get summarized too loosely. Important buying signals don't always make it into notes. CRM updates get pushed to the end of the day or skipped entirely.

Over time, they turn into messy data, missed context, and slower deal cycles. Individually, these feel like small gaps. The more calls your team runs, the more administrative overhead you create.

Automated note-taking, designed for sales teams

Proshort removes the manual work from call documentation

It automatically:

  1. 01Joins scheduled meetings
  2. 02Records & transcribes the conversation
  3. 03Extracts key insights using AI
  4. 04Organizes them into structured sections
  5. 05Syncs relevant updates into CRM

Within minutes of the call ending, everything is captured and structured. No extra effort from the rep.

Discovery Call
With Sarah Johnson, VP Sales
● Recording & transcribing…
AI-generated notes
Company ContextAuto-extracted from conversationPain PointsAuto-extracted from conversationObjectionsAuto-extracted from conversationProduct DiscussionAuto-extracted from conversationCompetitive MentionsAuto-extracted from conversationPricing SignalsAuto-extracted from conversationAction ItemsAuto-extracted from conversation
What happens after every call

A structured breakdown, not a raw transcript

Instead of a raw transcript, your team gets a structured breakdown of the conversation. Everything is timestamped and searchable — nothing depends on memory.

Prospect & Company Context

Stakeholders mentioned, roles, tech stack, and organizational details.

Pain Points & Business Impact

Specific challenges discussed and how they affect the buyer.

Objections & Concerns

What was raised, how it was handled, and whether it was resolved.

Product Discussion

Features covered, reactions, use cases, and feedback.

Competitive Mentions

Competitors brought up and how they were positioned.

Pricing & Budget Signals

Budget constraints, negotiation cues, and deal drivers.

Action Items & Next Steps

Clear commitments, owners, and timelines.

Key features

Documentation that runs itself

Real-Time Transcription

High-accuracy transcription with speaker identification and multi-language support.

AI-Powered Summaries

Concise summaries that highlight the most important parts of the call.

Smart Insight Extraction

Automatic identification of objections, buying signals, competitors, and risks.

Action Item Tracking

Tasks and commitments extracted and organized instantly.

Searchable Call Archive

Search across all conversations by keyword, objection, or competitor.

CRM Integration

Calls auto-map to the right deal or account with confidence scores — and anything uncertain waits in an unmapped queue for one-click review.

How it works

Detect. Record. Extract. Sync.

01

Detect

Integrates with Google or Outlook and automatically joins meetings.

02

Record

Works across Zoom, Meet, Teams, Webex, and phone calls.

03

Extract

AI analyzes the conversation and structures it into clean, usable sections.

04

Sync

Relevant information is logged automatically, keeping your CRM accurate and up to date.

Why sales teams adopt it

Hours back, nothing lost

Save 10+ Hours Per Week

Reps no longer spend time writing notes or updating CRM fields.

Reduce Missed Details

Every objection, signal, and commitment is captured.

Improve Follow-Up Speed

Structured notes are ready within minutes, so follow-ups happen faster.

Accelerate Onboarding

New reps can review structured call breakdowns instead of digging through raw recordings.

Maintain Data Hygiene

CRM updates happen automatically, improving visibility across the team.

Stop taking notes. Start selling.

Watch a real call become structured notes, action items, and a synced CRM — in a 30-minute demo.

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