Stop losing what gets said on every call
Phone to CRM Summary Automation for Property & Construction
Turn a permitted recording or transcript into draft notes, tasks and CRM updates. Confirm the caller, project and record before writing back, and send uncertain details to your team for review. Your recording method, notice, permissions and retention rules are agreed before the workflow goes live.
Call is recorded from your phone
When you pick up a client or supplier call, a one-tap recording shortcut runs on your phone. The legal disclosure plays automatically to keep you compliant.
Transcript is routed to Briick
The audio is transcribed automatically and posted to Briick through an iPhone Shortcut, with no manual upload or copy-paste required.
AI agent extracts what matters
An AI agent reads the transcript and pulls out lead details, action items, follow-up dates, and project notes. Irrelevant chatter is filtered out automatically.
CRM record is updated automatically
Lead details, notes, and follow-up dates land in the right CRM record. Briicky sends you the summary with a one-tap link to open the updated record.
Automation works with
Before Briick
Leads slip through while your team is busy
Call notes get scribbled on whatever's nearby and lost before they reach the CRM
Follow-ups slip through the cracks when nobody writes them down
Teams rewrite the day's calls into the CRM after hours
Only the person on the call knows what was discussed
No way to search across past calls for what was said and to whom
After Briick
Every lead gets a response in minutes, automatically
Permitted call transcripts organised into searchable summaries
Follow-up dates land in the calendar automatically
Draft CRM notes prepared for the review rules your team approves
The whole team sees full context on every record
Briicky answers questions across the team's call history on demand
How it works. Set up once. Runs forever.
Connect your CRM
Briick links to Zoho, HubSpot, Salesforce, Pipedrive, and most major CRMs, and maps to your existing lead, project, and contact records.
Install the recording shortcut
An iPhone Shortcut handles recording, the legal disclosure, and routing the transcript to Briick. One tap to start, hands-off for everything after.
Train the AI agent on your business
A knowledge base is built from your existing CRM, project documentation, and operating rules so the agent recognises your accounts, jobs, and language.
Voice corrections through Briicky
If a call summary needs adjusting, talk to Briicky and the record updates instantly. No clicking through CRM screens to fix a single field.
Ready to put AI agents to work in your business?
FAQs
Answers to the questions we hear most.
We check your phone or recording method and CRM together. Test the correct contact and project match, the fields to be updated, and what happens when the connection fails. A transcript should not create a second contact or overwrite an agreed project detail without the checks your team requires.
No. A disclosure alone does not establish that recording, using or sharing a call is lawful. Confirm the applicable notice, consent, workplace and retention requirements for your recording method and jurisdictions before enabling it. The OAIC notes that state and territory surveillance laws can apply. Use your approved process and offer an appropriate alternative where recording is not permitted.
Confirm where audio, transcripts and summaries are processed and stored, who can access them, and when each copy is deleted. Include any transcription provider and backups in that review. Set the retention and deletion rules in the agreed scope rather than assuming all audio is discarded or all data stays in one system.
Scope the workflow for the people, phone setup and CRM permissions involved. Test a noisy site call, an unknown caller, two projects for one customer and a correction to a date or amount. Review missed actions and incorrect record matches before extending it to the whole team.
