Landscaping company, Ottawa
As this landscaping business grew, keeping accurate notes from every customer call became harder to manage. We introduced AI-generated call summaries that log directly into the CRM, so the team spends less time writing and more time working.
THE SITUATION
Office staff were spending a good chunk of each day writing up notes after phone calls, and details would occasionally slip through, especially during busier seasons. Because different people handled calls differently, the quality and depth of notes varied from one lead to the next, which made it harder to hand a project off smoothly.
WHAT WE BUILT
Customer calls are recorded and transcribed automatically.
An AI summary is generated after each call, capturing the key points without anyone needing to type a thing.
Project requirements and action items are pulled out and organized clearly.
Summaries log directly into the CRM against the right customer record.
Every conversation now follows the same standardized format, regardless of who took the call.
THE RESULT
The team spends far less time on note-taking and has a reliable, searchable record of every customer conversation. It's a quiet kind of relief, the sort of thing that doesn't show up in a headline but makes every day a little smoother.
0 min
manual note-taking required