Transcription and AI summaries in Zoho CRM
Every call transcribed and logged in Zoho CRM automatically
Sally transcribes your sales calls and writes the summary, next steps and tasks straight onto the right Zoho CRM contact and deal.
30 days free, cancel anytime
50,000+
professionals use Sally
1,000+
companies onboard
98.8%
transcription accuracy
Every deal that lives only in your head costs you closes
Manual CRM documentation is the first thing that gets skipped when things get busy and that is exactly where revenue quietly leaks away.
Without Sally
- Manual CRM admin gets left undone or done badly.
- Deals slip through the cracks when follow-ups are forgotten
- Customer knowledge walks out the door when someone is on holiday or leaves
With Sally in Zoho CRM
- Every call is documented in Zoho CRM automatically, with zero manual typing
- Follow-ups and tasks are created on the right deal, so nothing is forgotten
- All customer knowledge stays centrally in Zoho CRM, available to the whole team
30 days free, cancel anytime
Every sales call turns into a flawless Zoho CRM record, on its own
Sally keeps Zoho CRM up to date for you
Sally records and transcribes every meeting with up to 98.8% accuracy, turns it into a razor-sharp AI summary, and drops it straight onto the matching contact and deal.
Every next step lands on the right deal by itself
Sally detects every action item and decision the moment it is spoken and files them as tasks and activities on the right Zoho CRM record.
Customer voice
No customer detail ever gets lost
Jörg-Uwe LiebischCEO, Dispomed GmbH
Customer voice“Sally turned scattered notes into a clear customer history. Every conversation is now fully documented and instantly traceable.”
Plug Sally into your AI agents and all of Zoho CRM
Through the Model Context Protocol (MCP), your own AI agents plug straight into Sally and Sally into your entire sales stack. Every topic, decision and task from every call flows automatically into Zoho CRM and the tools your team already lives in, no integration project required.
Ready to let Sally keep your Zoho CRM up to date?
Invite Sally to your next call and watch a flawless contact, summary and task list appear in Zoho CRM before you have even said goodbye.
Frequently asked questions
Sally joins your online or in-person meeting, transcribes it, and automatically writes the AI summary onto the matching Zoho CRM contact and deal - no manual work required.
Sally works with Microsoft Teams, Zoom, Google Meet, Webex and in-person meetings, and syncs the transcript and summary straight to Zoho CRM.
Yes. Sally matches each meeting to the right contact and deal in Zoho CRM and links the activities automatically. It can also create new records when needed.
Yes. Sally detects action items and decisions from your conversation and creates tasks and activities on the relevant Zoho CRM record.
Sally transcribes in over 99 languages with up to 98.8% accuracy.
Yes. Sally is developed and hosted in Germany, all data is transmitted securely, and only the necessary information is stored. Privacy Policy
The integration is included in your Sally plan and our team helps you set it up for free. Book a setup call
Sally connects to HubSpot, Salesforce, Pipedrive, Dynamics 365 and 8,000+ other tools, so you can sync multiple systems at the same time.