Pipeliner CRM AI Speech: Talk Your Way to a Faster Sale

In the fast-paced world of sales, every minute spent on manual dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. entry is a minute lost with a customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business.. Pipeliner CRM’s AI Speech feature is an end-to-end efficiency tool engineered for the modern sales professional, redefining productivity by instantly transcribing conversations, notes, and emails using your voice.

Unmatched Benefits: Why Sales Teams Choose AI Speech

The AI Speech feature in Pipeliner CRM is designed to give you back your most valuable asset: time.

• Maximize Selling Time: Eliminate the need to type detailed post-meeting notes. By dictating your notes instantly, you reclaim hours every week to focus on high-value activities like prospecting and closing deals.
• Achieve Total Data Accuracy: Capture verbal commitments, meeting summaries, and clientClient A client is an entity who pays another entity for products purchased or services rendered. Also called a customer. feedback the moment they happen. You stop relying on memory, ensuring your Pipeliner CRM data is 100% current, precise, and audit-ready.
• Enhance Communication: Instantly generate professional, perfectly-phrased emails and notes from your raw transcription. Use the AI Assistant to polish the text so you look polished and experienced with every piece of outreach.
• Streamline Your Workflow: Enjoy a seamless, intuitive experience by dictating directly into any rich text field across Pipeliner CRM, including emails, activities, and notes, without ever needing to copy/paste from external apps.

Instant Input. Intelligent Output.

The Pipeliner CRM AI Speech feature is a robust two-step process that turns your voice into actionable CRM data:

Step 1: Effortless Voice Transcription

Using the intuitive microphone icon within Pipeliner CRM, you can instantly dictate notes, update activity details, or draft an email. Powered by Amazon Transcribe, your speech is converted to text in real-time, supporting dozens of languages for global teams. This is real-time accuracy—speak, watch the text appear, and end your input with a click.

Step 2: AI Assistant: Your Personal ContentContent Content refers to a material or document released in various forms (such as text, image, audio, and video) and created to inform, engage or influence specific audiences. Editor

A raw transcription is just the beginning. Select the text and let the integrated Pipeliner CRM AI Assistant instantly refine your input using advanced OpenAI models.

The AI Assistant ensures your data is perfect for every context:

• Summarize: Condense long meeting notes into concise, easily digestible data for quick review by colleagues and managers. You can choose to summarize the text into a single paragraph or into quick bullet points.
• Text Correction: Instantly fix grammar and polish rough transcriptions, which is especially useful for ensuring high-quality output from voice input.
• Refine Content: Quickly adjust the tone or length of dictated content. You can rephrase the selected text while keeping the current tone, shorten it to save space, or lengthen it for more detailed documents.
• Get Alternative Results: If the first result isn’t perfect, click to generate a fresh, new suggestion immediately.

Once satisfied, seamlessly add the content to your text field by choosing to either Add & Append below existing text or Add & Replace the current content.

Use AI Speech Everywhere in Pipeliner CRM

Pipeliner CRM AI Speech is fully integrated into your essential sales activities:

• Activity Notes: Dictate detailed call and visit reports directly into Task and Meeting descriptions.
• Email Creation: Draft standard emails, mass emails, and even content for Email Sequences and Automatizer emails using your voice.
• Long Text Fields: Instantly add or update comments on Accounts, Contacts, Leads, and Opportunities.
• General Notes: Quickly transcribe ideas and reminders using the dedicated Notes tab.

Ready to gain hours back every week?

Discover how effortlessly you can keep your Pipeliner CRM data accurate and complete—just by speaking.