◉

For revenue operations

Clean CRM data,
without the chasing.

Surveillance tools give you recordings to search. Proshort gives you structured data: every call becomes notes, tasks, qualification and signals written back to the CRM, approved by reps, so they do not route around it.

✓ CRM updated from every call

✓ SOC 2 Type II and GDPR

Prescient, evaluation call

Live

Dana

12:04

Budget is approved for Q1, around 240 thousand.

→

Amount

Budget

Priya

12:31

Who else needs to sign off on this?

Dana

12:40

Our CFO, Marcus, signs anything over 200K.

→

Decision maker

Dana

18:02

We are also looking at Gong.

→

Competitor

Priya

24:50

I will send the security pack by Friday.

→

Next step

→

→

Opportunity: Prescient

Owner Priya S., evaluation call today

Syncing

Amount

$240,000

✓

From call, 12:04

Budget

Approved for Q1

✓

From call, 12:04

Decision maker

Marcus, CFO

✓

From call, 12:40

Competitor

Gong

✓

From call, 18:02

Next step

Send security pack by Friday

Waiting for Priya’s OK

Stage

Evaluation → Proposal

Waiting for Priya’s OK

Champion

Listening…

Pain

Listening…

4 filled from this call, 2 waiting for approval

Approve all

Review

Trusted by revenue teams at 100+ companies worldwide.

In short

Proshort for revenue operations turns every sales call into structured notes, tasks, qualification and signals written back to the CRM after rep approval, giving RevOps clean, consistent CRM data without chasing reps for updates.

A day with Aria

You cannot operate on data
reps never entered.

CRM fields depend on rep discipline and forecasts lean on gut feel. Here is how one call turns into a clean record.

1

Before: connect the stack

Live in days,

not quarters.

Salesforce, HubSpot, Dynamics 365, Zoom, Teams and Slack connect in minutes. Recording consent is handled per region, automatically.

See Integrations.

Salesforce

HubSpot

Dynamics 365

Zoom

Teams

Slack

→

↓

2

During: the same capture

Reps get help,

you get clean data.

Because Aria helps reps live, they keep it on. Every call is captured the same way, with no field left to rep memory.

✓

Pain and impact

✓

Budget and timeline

✓

Decision process

✓

Competitors

✓

Next steps and owners

→

↓

3

After: written back

Every commitment,

a structured task.

Deals, contacts, next steps and qualification are written back to the CRM, and extracted signals trigger your downstream workflows.

CRM

5 fields on the opportunity

Task

Security pack, due Friday

Signal

Competitor named, workflow started

What changes for RevOps

Same opportunity.
Different data.

Recorders like Gong give you recordings to search after the call. Proshort gives you structured data from it, and because Aria helps reps live and they approve every write, they do not route around it.

✎

Typed from memory

Updated on Friday, if the rep remembers

Next step

Follow up

Vague

Close date

31 Dec

Pushed 3 times

Decision maker

–

Competitor

–

Budget

–

Last updated

19 days ago

Stale

Filled by Aria

From the call, approved by the rep

Next step

Send security pack by Friday

Approved

Close date

31 Mar

Decision maker

Marcus, CFO

Competitor

Gong

Budget

Approved for Q1

Last updated

Today, 11:52

Approved

What you get

The system of record
that fills itself.

Standardized capture from every call, automatic CRM hygiene and leading indicators you can defend in the forecast.

01

Structured notes from every call

Every call is written up in the same sections, so qualification is captured the same way for every rep and every deal.

See AI note-taking.

Writes

Description

Pain__c

Decision_Process__c

02

Every promise becomes a task

Commitments made on the call become tasks with an owner and a due date, synced to the CRM.

See Task automation.

Writes

Task

ActivityDate

OwnerId

03

Signals that start workflows

Competitor mentions, silent champions and new stakeholders are extracted as signals that can trigger your downstream workflows.

See Signal detection.

Writes

Competitor__c

Risk__c

Webhook

04

Agents that work every deal

Agents write stage changes, next steps and qualification back to the record, with the rep’s approval.

See AI agents.

Writes

StageName

NextStep

CloseDate

Amount

Field names are examples from a Salesforce setup. Mapping is configured per CRM.

“

Platform gives call notes, coaching cues with a consolidated deal health view.

Platform gives call notes, coaching cues with a consolidated deal health view.

Platform gives call notes, coaching cues with a consolidated deal health view.

SG

Sanchit Gupta

AVP Sales, Squadstack

Built for the system of record

✓

SOC 2 Type II and GDPR

✓

Recording consent handled per region

✓

Reps approve every CRM write

✓

No call scoring for a leaderboard

FAQ

Questions about Proshort for revenue operations

How does Proshort keep CRM data clean for RevOps teams?

Proshort captures every call the same way and writes deals, contacts, next steps and qualification back to the CRM after the rep approves each write. Because Aria helps reps live on their calls, they keep it on, so fields come from what the buyer said rather than from rep memory.

Can Proshort trigger RevOps workflows from what buyers say on calls?

Yes. Proshort extracts signals such as competitor mentions, silent champions and new stakeholders from calls, and those signals can trigger your downstream workflows. Commitments made on the call also become CRM tasks with an owner and a due date, so follow-through does not depend on someone remembering.

How are Proshort fields mapped to our CRM?

Proshort field mapping is configured per CRM, so notes, qualification, tasks and stage changes are written to the mapped fields in Salesforce, HubSpot or Microsoft Dynamics 365. Every call is written up in the same sections, and agents write stage changes, next steps and qualification back with the rep's approval.

How long does it take RevOps to connect Proshort to the stack?

Proshort is built to be live in days, not quarters. Salesforce, HubSpot, Microsoft Dynamics 365, Zoom, Microsoft Teams and Slack connect in minutes, and recording consent is handled per region automatically, so RevOps does not have to build a separate consent process.

Book a demo

See a CRM
that updates itself.

Bring one team’s pipeline to a 30-minute demo and see the fields, tasks and signals Aria fills in from their calls.

Proshort

Live demo with Aria

⏱

30 min

◉

Google Meet, link in the invite

✦

Aria joins, so you see the help live

🌐

Any timezone

See Aria on your own calls
30-minute demo. Your work email and a time that suits you.
Book a demo