Speak. Whisper transcribes. AI turns it into structured CRM notes.
Record from anywhere in the CRM — in a lead panel, a rental unit, a task, or the dedicated Voice Notes page. OpenAI Whisper transcribes instantly. AI extracts action items, writes a summary, and suggests which lead to link the note to.
Watch a voice note become structured CRM data
From speaking to transcript, summary, and action items — in under 10 seconds
How It Works — 4 Steps
Press Record — Anywhere
Tap the microphone button on the Voice Notes page, inside a lead's detail panel, in a rental unit note, in the task form, or from the Quick Actions shortcut. No app switching, no separate device needed — your browser microphone handles everything.
Speak Naturally — Whisper Captures Every Word
Talk through what happened — a showing debrief, a client call summary, a property observation, a task you need to create. A live progress bar tracks your recording. When you stop, the audio is sent to OpenAI Whisper for transcription.
AI Analyzes the Transcript
GPT-4 reads the full transcript and returns: a short summary of what the note is about, a list of extracted action items (tasks you mentioned), and a suggested lead to link the note to — matched by name from your CRM.
Save and Link to a Lead
Confirm or change the lead suggestion, then save. The note appears in your Voice Notes library with full transcript, summary, and action items. If saved from a lead panel, it's also visible in that lead's notes timeline.
5 Places to Record
Voice Notes Page
Full feature: AI transcription, summary and action item extraction, library with search and lead filter
Lead Detail Panel
Record a note directly on a client's profile — instantly becomes part of their history
Task Form
Speak a task instead of typing — AI parses it into title, priority, type, and deadline
Rent Unit Notes
Landlord observations, tenant conversations, maintenance follow-ups — all by voice
Quick Actions
One-tap shortcut from the CRM header — takes you straight to the recorder
What AI Extracts from Every Note
Transcript
Word-for-word text from OpenAI Whisper — searchable, editable, stored permanently
Summary
A 1–2 sentence summary of what the note is about — written by GPT-4, human-readable
Action Items
Tasks extracted from the recording — "call back Thursday", "send contract", "schedule showing" — ready to add to your task list
Lead Match
AI suggests which lead to link the note to based on names mentioned — you confirm or change before saving
Why agents use it instead of a notepad
Capture thoughts the moment they happen
After a showing, you're standing in the driveway. You're not going to open a laptop to type notes. But you will press a button and speak. Those observations — the client's reaction, the concerns they mentioned, the price they hinted at — make it into your CRM instead of disappearing.
Nothing falls through the cracks
The AI extracts every action item from what you said. "I need to send the HOA docs by Friday" becomes a task. "They want to see the unit on the 14th" becomes a showing. You spoke it once. The CRM captured it.
Your notes stay with the right lead
Voice notes link to leads. When you open a client's profile, their voice note history is right there — alongside their emails, inquiry, and follow-up timeline. Everything about them in one place.