AI Sales Call Recording & Analysis in ERPNext
Record and analyze sales calls in ERPNext. Get AI-powered transcripts, actionable feedback, and optimized scripts to improve sales conversions and scale coaching.
Overview
An AI-powered tool integrated within ERPNext that transforms every sales call into a scalable coaching opportunity. It allows users to record or upload calls, which are then automatically transcribed and analyzed for tone, keywords, and engagement patterns. The system provides actionable feedback and generates optimized outreach scripts to improve sales skills, ensure team consistency, and drive better conversions. All data is seamlessly stored and displayed within the ERPNext Voice Recording doctype for easy review.
Voice Recording + AI Feedback
Record and analyze sales calls with instant transcripts, actionable feedback, and optimized outreach scripts—all inside ERPNext. Turn every call into a coaching opportunity.
Workflow Steps
From recording to insights—fully inside ERPNext
In-App Recording
Instant
Record calls directly or upload from third-party tools.
Key Activities:
Automatic Transcription
Seconds
Speech is converted into a word-by-word transcript.
Key Activities:
Detailed Analysis
Seconds
AI highlights tone, keywords, pauses, and engagement.
Key Activities:
Actionable Feedback
Seconds
Get suggestions on clarity, persuasion, and delivery.
Key Activities:
Script Recommendations
Seconds
Generate 2–3 optimized outreach scripts.
Key Activities:
Seamless Integration
Instant
All results stored in ERPNext Voice Recording doctype.
Key Activities:
How It Works
- Start/stop call recording inside ERPNext or upload existing audio files.
- The system sends recordings to an AI model (LLM) for transcription and analysis.
- AI analyzes every word and tone, then generates feedback and improvement suggestions.
- AI creates personalized outreach scripts based on call context and feedback.
- Results appear directly in ERPNext for sales reps and managers to review.
Benefits
Improve consistency, speed up training, and boost conversions
Improves Sales Skills
Skills
Sales reps learn from detailed call breakdowns to improve performance over time.
Consistency
Consistency
Teams use structured, AI-optimized outreach scripts across every touchpoint.
Faster Training
Training
New hires receive instant coaching feedback from calls without waiting for manual review.
Better Conversions
Conversion
Continuous improvement in tone and delivery results in higher engagement and win rates.
Turn every call into a coaching moment inside ERPNext
Get AI-powered transcripts, feedback, and scripts—automatically stored in the Voice Recording doctype for faster reviews and better conversions.
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