One sale, many calls
One sale. Four calls. Nine steps checked.
Robonote joins the calls of each sale and shows which step was missed.
🧩Sale #2291 · Alice
📞 Call 1Mon
✓1. Introduction✓2. Data protection✓3. Needs check📞 Call 2Tue
✓4. Offer✓5. Price📞 Call 3Thu
✕6. Terms and cooling-off✓7. Consent📞 Call 4Fri
✓8. Payment details✓9. Next steps🚩 Step 6, terms and cooling-off, was never said in any of the 4 calls.
Customer validation
Make sure every customer really agreed.
Robonote checks every validation call: details, price, terms and consent.
Every sale confirmed before it counts- Name, account holder and price checked
- Cooling-off period explained
- Clear consent on the call
- Failed validations flagged right away
✅Validation call · Sale #2291
✓
Customer said their full name and address
Yes, it’s Sarah Miller, 14 Park Road.
✓
Customer confirmed they are the account holder
Yes, the bill is in my name.
✓
Customer agreed to the price
£45 a month, yes that’s fine.
✕
Customer heard the 14-day cooling-off period
Not said on the call
✓
Customer gave clear consent
Yes, I agree.
❌ Validation failedSend back to the agent before the sale goes live.
Integrations
Works with the tools you already use.
Connect your phone system and your CRM.
VoIP
CRM
Questions
Common questions
Can each client have its own scorecard?
Yes. Every client and project gets its own steps and rules.
What if one sale takes several calls?
Robonote joins the calls of the same sale and checks the steps across all of them.
Does it work with one-sided recordings?
Yes, even when only the agent side is recorded.
Can we send reports to our clients?
Yes. White-label reports with your logo.