Notes & Summary
Every conversation written up, with timestamps.
You sell. Siro handles everything around it.
Notes, follow-ups and CRM updates happen on their own after every appointment, straight from what the customer said. Your sellers get their time back, and no detail is missed.
- Notes & summaries written for you
- Follow-ups drafted from the conversation
- CRM fields filled automatically
What customers say
Everything around the sales conversation, handled.
From notes across a customer’s entire journey to updating the CRM after a conversation, Siro takes the admin tasks off you and your sellers' plates.
Follow-up
A draft built from what the customer said.
CRM Autofill
The right fields filled, on the right record.
Meeting Prep
Every past conversation, remembered before the next one.
Every conversation, written up for you.
Sellers shouldn't have to rebuild an appointment from memory at the end of the day. Siro writes the summary while the details are still exact, and anyone who needs the full story can jump straight to the moment it happened.
Summary of what matters
Budget, timeline, objections, competitors and next steps, each with a timestamp back to the moment it came up. Managers can see where a deal turned without replaying the whole call.
Every detail, exactly as it’s said
Notes come from the conversation itself, so the number they quoted, the date they named and the concern they raised are all on the record. Nothing gets lost between the appointment and the end of the day.
Follow-ups that pick up where the conversation left off.
Siro automatically drafts the follow-up from what the customer actually said, so sellers can send personalized messages while the conversation is still fresh.
Drafted from real conversation
Siro pulls the customer's priorities, open questions and next steps into a draft that's ready to edit. Sellers make it their own and send it.
Sent straight from Siro
Review it and send it straight from Siro through your own Outlook or Gmail. Sellers can also see which customers still need a follow-up, so no one slips through the cracks.
Clean CRM data without anyone typing it in.
Most CRM notes get written late, from memory, or not at all. Siro fills the fields your team relies on straight from the conversation, for more accurate pipeline reviews and forecasts.
The fields you choose
Price, objections, competitors, timeline and any custom fields your team needs, filled after every conversation.
Logged on the right record
Each conversation lands on the customer's record with a summary and a link back to the recording. Start the recording from the appointment and it links automatically. Your CRM admin and our team map the fields together, and Siro only writes where you've mapped it.
Remember every conversation before the next one.
Second visits, callbacks and follow-up meetings go better when you remember exactly where things left off. Ask Siro pulls it together from every past conversation and your CRM in seconds.
A brief before you walk in
Ask "Prep me for my 2pm with the Hendersons" and get who you're meeting, what they said last time, what's still open and what to cover today.
Keep every promise from last time
The quote you said you'd send, the sample you said you'd bring, the question you said you'd look into. Siro pulls the commitments from the last conversation, so sellers walk in having done what they said they would.
FAQ
A summary of the conversation with timestamps, a follow-up draft, and the CRM fields your team has mapped, logged on the customer's record.
After the recording, Siro drafts the follow-up from what the customer said. Sellers can review and send it straight from Siro, through Outlook or Gmail.
Yes. Sellers connect Outlook or Gmail and send follow-ups from their own inbox.
CRM Autofill pulls details like price, objections, competitors and timeline from each conversation and writes them into the right CRM fields, so no one types end-of-day notes.
It's still analyzed in Siro, but it won't sync until it's linked. Starting the recording from the appointment links it automatically.
Your CRM admin creates any new fields and grants access, and our team maps them with you.
No. Siro only writes where a mapping is configured for your organization.
