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TL;DR: Speak after every call. Company, contact, deal size, next steps—extracted into your pipeline tracker. Easily capture deliverables, deadlines, decisions, data and action items.
“Just talked to Sarah Chen at Acme Corp, she's the VP of Operations, email is sarah.chen@acmecorp.com, discussing our enterprise plan around 50K annual, they have 200 employees, main pain point is manual data entry taking 10 hours a week, they want a demo next Thursday at 2pm, send proposal by end of week, deal stage is qualified lead, probability about 60 percent”
Last updated: January 15, 2026
| Field Name | Type | Description | Required |
|---|---|---|---|
| Company | title | Company name | |
| Contact Name | name | Person spoken with | |
| Title | title | Job title | — |
| Contact email | — | ||
| Phone | phone | Contact phone | — |
| Deal Size | number | Deal value in USD | — |
| Deal Stage | multiple_choice | Current stage | — |
| Probability | number | Win probability % (0-100) | — |
| Company Size | multiple_choice | Employee count | — |
| Pain Points | sentence | Key challenges mentioned | — |
| Next Steps | multi_select | Action items | — |
| Notes | sentence | General notes | — |
Sales reps, account executives, and business development teams who make multiple calls per day and need to log deal details in their CRM or pipeline tracker.
Open the template and customize fields to match your CRM
Connect your Google Sheet to your CRM (Salesforce, HubSpot, etc.) via Zapier
Save the form to your phone's home screen for one-tap access
Start speaking your post-call notes immediately
SaySheet uses top-tier AI models (like Deepgram and the latest Gemini and GPT models) to ensure high accuracy even with accents, background noise, or technical jargon. It doesn't just transcribe; it extracts structured data.
Currently, SaySheet is optimized for post-call dictation where you summarize the call. For recording live meetings with speaker diarization, we recommend dedicated meeting recorders, but SaySheet is faster for quick summaries.
SaySheet sends data to Google Sheets. From there, you can easily sync it to Salesforce, HubSpot, Pipedrive, or any other CRM using tools like Zapier or Make.
No—it complements it. Use SaySheet to quickly capture call details by voice, then copy/paste into your CRM or connect via Zapier/API.
Yes. Add the form to your phone home screen. After a call, tap once and speak hands-free. Perfect for logging calls between meetings.