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Advance Specialty Program · AI & Integrations

Call Capture & CRM Integration

Every sales conversation captured, structured, and in your CRM.

Programs from $2,997

The problem. What gets said on a sales call rarely ends up in the CRM accurately. The concern raised, the commitment made, the next step agreed — most of it disappears before anyone types a note. And the inbound call you take in your car? That one never had a chance.

The outcome. Every call your team has — video meetings, desk phones, mobile, even in-person sessions — is captured, structured with speakers and decisions identified, and connected to the right CRM record automatically. Your team stops spending time on notes. Your pipeline reflects what’s actually happening. Twelve months from now, you can ask your own call data why deals were lost, and get an answer.

Every Channel, Covered

Video Conferencing
Zoom, Microsoft Teams, Google Meet, Webex
Cloud Telephony
PBX softphones, RingCentral, Twilio, JustCall
Mobile
Remote reps, softphones, managed BYOD
In-Person
Conference rooms and onsite capture

How It’s Delivered

A structured program from channel discovery to fully automated CRM recording. Enable implements and manages Sybill as reseller of record, tuning the prompt libraries and context fields so summaries, speakers, and commitments land in the right place without manual effort.

Stage 1 · Advisory
Vendor & Business Case
Validate the requirement and the platform before you sign anything
What We Deliver
  • Discovery blueprint mapping call channels, volume, and data flow gaps
  • Compliance assessment covering retention rules and notification requirements
  • Scored platform matrix matched to your infrastructure
  • Cost-to-value business case tied to expected pipeline outcomes
Ideal For
B2B teams validating capture requirements or comparing platforms before committing.
Stage 2 · Planning
Playbook & Integration Design
The complete technical design before automations get built
What We Deliver
  • Custom sales call playbook with tracking flags and context categories
  • Prompt library tailored to your industry’s terms
  • Integration schema: CRM mapping, record triggers, deal scoring
  • Change management plan with training schedule and accountability milestones
Ideal For
Teams with a chosen vendor who need the design rules before building.
Stage 3 · Integration
Build, Configure, Train
Full deployment through pilot, rollout, and team enablement
What We Deliver
  • Platform provisioning and account configuration (Sybill baseline)
  • CRM build-out: field syncing, layout updates, validation rules
  • Prompt environment deployment and tuning
  • Pilot rollout, live team workshops, and 30-day support window with SOPs
Ideal For
Organizations rolling capture out company-wide who need clean automated data entry.

Investment

StagePriceTerms
Advisory — Vendor & Business Case$2,997one-time · 2–3 weeks
Planning — Playbook & Integration Design$4,997one-time · 3–4 weeks
Integration — Build, Configure, Train$350 / unit30–80 units typical
Advisory + Planning Bundle
Both design stages, committed upfront ($7,994 itemized).
$6,997
saves $997 vs itemized
Full Solution Bundle
Advisory, Planning, plus 50 units of integration build ($25,494 itemized).
$22,997
saves $2,497 vs itemized
Setup Type
Professional Services (Fixed Fee)
Payment Schedule
Deposit to open · balance staged to the delivery schedule in your SOW
Licensing
Seat licenses passthrough at cost — no markup

Figures are standard baselines — final pricing is confirmed at scoping, before any work begins.

Worried the team won’t use it? Visibility is configurable by role. At one client, a team member had been using the note-taker for weeks without knowing it was deployed — the summaries just showed up where they belonged.


This program draws on our CRM & ERP Integration capability. Wondering how the numbers work? See how our pricing works →

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