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Call Intelligence

Never write another call note.

Every call captured, every outcome summarised, every conversation turned into context the whole team can act on, written back to the deal before you have put the phone down.

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Works with the telephony you already have · Announcement on by default

Daniel Okafor

Northgate Electrical Services · Leeds

Live · 04:18
Recording Live notes
PR

Priya Raman00:12

Thanks for taking the call. I saw you picked up three commercial jobs through Matchouse last month. How are you handling the paperwork side of that?

transcribing

Call summary

Auto-written to deal

Outcome

Five-seat requirement confirmed for the start of the next quarter. Enquiries currently arrive across three places and quotes sit in a spreadsheet; two jobs were lost in June to missed follow-ups. Sign-off sits with the co-director, who has not yet seen a quote.

Signals detected

Budget holder named

Co-director signs off

Timing

Start of next quarter

Pain quantified

Two jobs lost in June

Seats

5 users

Created from this call

  • Task: send phased quote to co-directorDue tomorrow
  • Deal moved to Qualified · $18,400Leeds pipeline
  • Contact added: co-directorAwaiting details
Share clipCopy summaryRetained 90 days

From hello to handoff

What a recorded call is actually worth.

A recording nobody listens to is an archive. The value is in what the call changes: the record, the pipeline, and the next thing you do.

Every call, every detail

Recorded, transcribed and logged against the record automatically. No bot to invite, no file to upload afterwards.

Signals, not just words

Budget holder, timing, stated pain and seat count picked out and pinned where the next person will see them.

Context that acts

Tasks created, deals moved, emails drafted. The call ends with the work already started rather than a note saying it should be.

One conversation, four outcomes

What happens between hello and the next task.

01 · Dial

From the record, not from your phone

The number is already verified, so the call connects. Ring straight from the row, without copying a number into a handset and without leaving the record you are looking at.

Leads

2,445Reachable onlyYorkshireRating ≥ 4.5Add filter
3 leads selectedCreate dealsAdd to sequenceAssign
Business nameCategory Email Phone Website AreaRating
Harding & Vale Plumbingplumberoffice@harding-vale.example.com020 7946 0114harding-vale.example.comIslington4.8(214)
Northgate Electrical Serviceselectricianhello@northgate-elec.example.com07700 900318northgate-elec.example.comLeeds4.9(388)
Clearview Window Cleaningwindow cleanerbookings@clearview-wc.example.com0161 496 0227clearview-wc.example.comManchester4.6(97)
Rowan Tree Landscapinglandscaperinfo@rowantree.example.com0117 496 0043rowantree.example.comBristol4.7(156)
Belgrave Roofing Ltdrooferadmin@belgrave-roofing.example.com0121 496 0781belgrave-roofing.example.comBirmingham4.4(62)
Luxe Hair Studiohair salonteam@luxehair.example.com0131 496 0592luxehair.example.comEdinburgh4.9(441)

Showing 1–6 of 2,445

123…98

02 · Capture

Filed the moment it ends

The call joins the log with its outcome, its sentiment and whether anyone has read the transcript, all on the row. Twenty-five calls can be triaged from one screen instead of twenty-five pages.

Calls

Every call the workspace has made or taken

Search calls, or anything that was saidAny directionAny outcomeNewest firstOnly mine

Favourites

  • Daniel Okafor12:04

    InterestedPositiveTranscriptFive seats confirmed for next quarter, sign-off with the co-director
    2h09:41
Call Date

Today3

  • Daniel Okafor12:04

    InterestedPositiveTranscriptFive seats confirmed for next quarter, sign-off with the co-director
    2h09:41

  • Clearview Window Cleaning04:38

    WonTranscriptRenewal agreed in principle, invoice to follow
    4h07:55

  • 07700 900318

    No answer
    5h07:12

Yesterday1

  • Fiona Grant21:17

    Follow upMixedRecordedPrice is the sticking point, wants the phased option
    1d15:02

This week1

  • Harding & Vale Plumbing06:52

    WonVoicemailMaintenance contract renewed for a further year
    3d11:20

03 · Act

The follow-up is already written

The summary, the tasks and the stage change land on the deal, attributed to what wrote them. You approve them and move on to the next call instead of spending the gap catching up on the last one.

Commercial rewire: 3 sites

Northgate Electrical Services · Leeds · Services

Qualifiedopen

Value

$18,400

Weighted

$7,360

Probability

40%

Close date

29 Aug 2026

Owner

PRPriya Raman

Contact

Daniel Okafor

Operations director

d.okafor@northgate-elec.example.com

07700 900318

Call Email

Notes

Four engineers plus Daniel. Enquiries currently arrive in three places, quotes live in a spreadsheet. Two jobs lost in June to missed follow-ups.

ActivityActive 2 hours ago

  • Call with Daniel Okafor, 12 minutes2h ago
  • Moved from New to Qualified2h ago
  • Task created: send phased quote to co-director2h ago
  • Rewire schedule sent, 2 attachmentsTue 09:14
  • Budget sits with the co-director, not DanielTue 09:02

04 · Send

And the email goes out

What you promised on the call becomes the reply that is already threaded against the deal, with your signature and the quote attached.

Commercial rewire: three Leeds sites

3 messages · Daniel Okafor, Priya Raman

PRPriya Raman2Tue 09:14

Following our call, here is the rewire schedule for the three Leeds sites, with the compliance certificates attached.

DODaniel OkaforTue 16:42

Thanks Priya. My co-director wants to see the phasing before we sign. Could you send the second-quarter option too?

PRPriya Raman1Wed 08:02

Of course, both options are in the revised quote. I have provisionally held the crew for w/c 8 September.

Reply to Daniel…

SendPriya at NorthwindAttachLogged to deal

Insight templates

Ask every call the same questions.

A template runs against each conversation of a type and fills the same fields every time: budget holder, timeline, competitors, objections, next step. Twelve discovery calls stop being twelve recordings and become a table you can sort.

  • Fields you define, extracted from the transcript
  • The same templates applied to recorded meetings
  • Comparable across the workspace, so patterns show up
  • Search covers what was said, not only who was called
The same engine on meetings

Meetings

Recorded Zoom, Teams and Google Meet meetings

Search meetings, or anything that was saidAny providerNewest firstOnly mine

Favourites

  • Northgate rewire: phasing walkthrough48:12

    ZoomPositiveTranscriptCo-director joined, asked for the two-quarter split in writing
    1d14:00
Meeting recording Date

Yesterday1

  • Northgate rewire: phasing walkthrough48:12

    ZoomPositiveTranscriptCo-director joined, asked for the two-quarter split in writing
    1d14:00

This week2

  • Estate grounds: scope review32:40

    Google MeetMixedTranscriptScope cut to the main grounds, hedging moved to a later phase
    2d10:30

  • Meridian Tutoring: term planning26:05

    Microsoft TeamsPositiveRecordedTimetable agreed, contract to be signed before term starts
    4d16:15

Recordings arrive as the connection syncs, with the transcript behind them

Coaching

See how the team actually sells.

Talk ratio, the questions that landed and the objections that did not get answered, visible per person and per deal, so a quiet quarter has an explanation rather than a theory.

  • Talk ratio and question count per representative
  • Objections grouped across calls, so patterns show up
  • Clip any moment and share it inside the workspace
  • New starters listen to the calls that won, not the ones that were long
Ask across every call

Deals at risk this week

Which deals are at risk this week, and why?

Three deals need you today.

Rowan Tree Landscaping [S1] has had no reply for twelve days and its close date passed on Tuesday. The last thing sent was the estate grounds quote at $12,900.

Ashcombe Removals [S2] has been idle for eleven days. The only contact attempt since the search was a call nobody answered.

Northgate Electrical [S3] is live but waiting: the co-director asked for phased pricing on Tuesday and nothing has gone back.

Searched workspace4

S1Deal: Estate grounds maintenance

Quoted · $12,900 · close date passed

S2Lead: Ashcombe Removals

Last activity 11 days ago · call not answered

S3Call: Daniel Okafor, 4 Aug

Asked for phasing before sign-off

S4Task: Send phased quote

Assigned to Priya Raman · due today

↳ Draft the phased quote email↳ Show me everything idle over 10 days

Proposed Task

Send phased quote to Northgate's co-director

Daniel asked for two-quarter phasing on Tuesday's call and sign-off sits with the co-director, who has not seen a quote yet.

pending
titleSend phased quote to co-director
dealCommercial rewire: 3 sites
assigneePriya Raman
dueAtToday, 17:00
ApproveEditDeny
Ask about leads, deals, tasks, emails, calls, meetings and your calendarClaude Opus 5

The details

Things that matter once you use it daily.

Your provider

Twilio and Dialpad connect today; the design takes further providers without a rebuild.

Multiple languages

Transcribed in the language spoken, summarised in the one your workspace uses.

Clips

Share the important ninety seconds instead of the whole forty minutes.

Retention you set

Audio and transcript deleted together when the period you chose runs out.

A note on recording calls. In the UK you may record a call for your own records, but sharing it, including inside your own team, generally requires the other party to be informed. Bloc CRM plays an announcement at the start of every call by default, and we would strongly encourage you to leave it on.

Questions answered

About calls, recordings and privacy.

Do I need a separate dialler?

No. Bloc CRM connects to the telephony you already pay for and dials from the record itself. Twilio and Dialpad are supported today, and the connection is built so that further providers can be added without changing how the screen works.

Is the other person told they are being recorded?

Yes. An announcement can be played at the start of every call, and it is on by default. Recording without informing the other party is unlawful in most circumstances in the UK when the recording will be shared beyond the call, so the setting exists but the default is the safe one.

How long are recordings and transcripts kept?

For as long as you choose. Retention is set per workspace, defaults to 90 days, and applies to both the audio and the transcript. When the period ends, both are deleted rather than archived.

What exactly gets written back to the record?

A summary of the outcome, the signals detected (budget holder, timing, stated pain, seat count) and any tasks or stage changes those imply. Each is shown to you before it is applied, so nothing changes your pipeline without you seeing it.

Does it work in languages other than English?

Yes. Transcription handles the major European languages, and the summary is written back in the workspace's own language, so a call taken in Polish still leaves an English summary on the deal if that is how your team works.

Can I share part of a call with a colleague?

Yes. Any section of a call can be clipped and shared inside the workspace, which is usually more useful than sending someone forty minutes of audio and asking them to find the important minute.

Make the next call the last one you write up.

Connect your number, ring a lead, and see what lands on the deal by the time you hang up.

Start freeSee pricing

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