Integrate Meeting Transcription with CAS CRM

Telution: Digitalization Partner for Efficient CRM Solutions

Telution GmbH is a digitalization partner specializing in the integration of modern technologies into CRM systems from CAS Software AG. Telution helps companies technically extend their CRM structures and make operational processes more efficient.

Telution works closely with systems such as CAS GenesisWorld, CAS SmartWe, and CAS NetWorks, integrating additional solutions—such as Sally’s AI-powered meeting documentation—directly into existing CRM processes.

AI Transcription directly in CAS CRM

Coordination meetings, project discussions, and customer conversations are part of everyday business. Telution integrates Sally so that meeting content is automatically captured and structured within the CRM system.

For the connection to the CRM solutions of CAS Software AG, Telution provides a specially developed integration interface that enables meeting data to be transferred into the CRM in a structured way.

Typical use cases

Document meetings directly in the CRM

Automatic creation of structured meeting notes

Linked to the relevant appointment, project, or record

Participants and time data are automatically captured

AI summary directly in CAS

Structured analysis of meeting transcripts

Full transcript stored within the CRM

Clear speaker separation

Chronological traceability

Meeting notes in the correct record

Automatically capturing tasks and decisions

Automatic extraction of tasks

Separate overview of decisions

Clear summary of key points and open topics

Tasks automatically structured in CAS CRM

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Telutions Services

Telution integrates Sally in a structured way into individually customized CAS CRM systems – fully aligned with the specific operational processes of the tourism and event industry.

Concept & CRM architecture

Analysis of existing CAS structures

Definition of meaningful integration points for Sally

Structured design of meeting records within the CRM

Technical integration & data mapping

Webhook integration of Sally into CAS

Automated creation of meeting records

Assignment to projects, customer files, or business cases

Customization & further development

Extension with custom fields and process logic

Integration into existing workflows

Continuous optimization as requirements evolve

Result

Structured meeting documentation within CAS CRM

Automatic capture of tasks and decisions

Significant reduction of manual follow-up work

Transparent information foundation for projects and teams

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