Use case

A CRM that follows up every phone call

Short answer

Most AI sales tools are built around calendar meetings, so the calls you make from your phone or dialer get nothing. Viro connects to the dialer you already use: every phone call is captured and transcribed, and when you hang up the follow-up is written, the deal is updated and the next step is set, exactly like a video call.

Updated by Banjo Adesuyi

A call from your dialer captured in Viro

The phone-call gap

A lot of selling happens off the calendar: a callback between meetings, a quick call from the car, a prospect who rings you back. Those calls rarely have a calendar invite, so tools that join meetings never see them. The notes stay in your head and the follow-up waits until you're back at a laptop.

How Viro handles a phone call

  1. Plug in your dialer. Connect the dialer you already use. No calendar invite needed.
  2. Have the call. Viro captures and transcribes it.
  3. Hang up. Iris texts you the follow-up, any attachment and the suggested stage move, the same as after a video call.
  4. Reply. “Send it” sends it. “Yes” moves the deal.

Phone call, two ways

TimeWith a meeting-only toolWith Viro
11:40 AMGreat call on your dialer. They want a deckSame call, on your dialer
11:41 AMNo calendar meeting, so no notesCaptured and transcribed
11:52 AMStill on the roadIris texts you the recap with the deck attached
6:00 PMBack at a laptop to log it and write itNothing to log

What you get after every phone call

  • The follow-up, written in your voice from what was said
  • Any attachment the call needs, built from your knowledge base
  • Notes, contacts and close dates filled in
  • The suggested stage move, sent to you for a yes
  • The next meeting booked onto the calendar

Compare: Viro vs Lightfield, Viro vs Zero.

FAQs

Questions we get asked.

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Viro connects to the dialer you already use. Tell us yours and we'll confirm how it connects.

No. Calls on your dialer are captured without one.

Yes. When you hang up, Iris texts you the follow-up, any attachment and the suggested stage move, exactly as after a video meeting.