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Software & Technology

A clean CRM after every demo, dial and discovery call

In SaaS sales, your SDRs dial all morning and your AEs run demos all afternoon. Demodesk records video calls with a Notetaker or through the desktop app without a bot, captures calls from your dialer, fills your qualification fields and scores every call against your methodology in seconds.
A salesperson on a video call at a laptop in a modern office
A day in SaaS sales

From the SDR power hour to the AE pipeline review

Demodesk records every conversation, on every channel, and works on each one: summary, follow-up, CRM update, coaching. Here is where it makes the biggest difference on a typical day.

SDR and AE team

  1. Desktop

    Calls from the dialer

    The SDR dials through Aircall. Every connected call is recorded and transcribed.

    Key highlight

    AI CRM Concierge suggests BANT fields on the lead. The SDR approves before the push.

  2. Video

    Discovery call on video

    The Notetaker joins Zoom, Teams or Meet and announces itself.

    Key highlight

    AI Coach scores the call against MEDDIC seconds after it ends.

  3. Desktop

    Demo without a bot

    The prospect’s security team doesn’t want bots in the call. The desktop app records locally, and nobody joins the attendee list.

    Key highlight

    AI Assistant drafts the follow-up in the AE’s style.

  4. On-site

    Conversations at the trade-show booth

    At the booth, conversations are recorded on the phone.

    Key highlight

    AI CRM Concierge links each booth conversation to the right lead.

  5. Video

    Pipeline review with the manager

    The manager has one question before the forecast call.

    Key highlight

    AI Analyst answers it: which deals mentioned a competitor this week, and which have no next step booked?

Who it helps

One conversation, three teams

  • Follow-up email drafted by the Demodesk AI Assistant after a sales call

    For SDRs and AEs

    Sell, don’t admin

    • The follow-up is drafted in your style before the next call.
    • Qualification fields are filled. You approve before the push.
    • Ask AI on any call: what did the CFO say about budget?
  • AI Coach team leaderboard with call scores per rep

    For the sales manager

    Coach every rep on every call

    • Every call scored against MEDDIC, BANT or your own scorecard in seconds.
    • Find the moments worth a comment without listening to hours of calls.
    • Ramp new AEs on your best calls.
  • AI CRM Concierge suggesting CRM field updates from a sales call

    For RevOps

    A CRM you can forecast from

    • 99% accurate field updates, approved by the rep.
    • Deal risks flagged from what was actually said.
    • MCP server and API to take the record into your own AI stack.
HeyJobs
Customer story

HeyJobs sells its recruiting platform over video and phone, with every call on Salesforce.

“Every conversation is documented and can be analyzed afterward. The great thing about it is that we can now draw learnings from every exchange that help us enormously with our development as an organization.”

Lena Sonnen, VP Strategy & Innovation, HeyJobs
Read the story
ROI from sales automation
400–500%
saved per rep per week
~2.5 hrs
of sales calls recorded
~70%
OMR
Pipedrive
Holidu
WorkMotion
Treatwell
EU trust, by design

Ready for your works council and your DPO

Recordings are hosted in Frankfurt, certified to ISO 27001:2022 and never used to train AI. You decide how long they are kept, from 12 hours to a year, and who can open them.

Consent, prompted every time.
Every Demodesk app reminds the person recording to ask for consent first, and group-based permissions decide who may record at all.
Retention and access control.
Retention from 12 hours to a year, role-based access and full audit logging, certified to ISO 27001:2022.
EU data residency.
Hosted in Frankfurt. Your data stays on EU servers, never trains AI models and never crosses the Atlantic.
Anonymization for AI.
Names, companies and personal data are stripped before any transcript reaches an LLM.
Security & compliance

Questions from teams like yours

Try it on this week’s pipeline

Try Demodesk free for 14 days, no credit card. Connect your CRM and record today’s calls.