Every word captured. Every detail kept.
CloseLife transcribes every call automatically and takes structured notes while your agent talks — so reps stay locked on the conversation instead of a notepad.
What you get
- Automatic transcription of every call, live and after
- SmartNotes capture names, budgets, objections and next steps
- AI call summary and recommended follow-up on hang-up
- Transcripts attached to the lead — searchable and shareable
- Perfect recall for callbacks: pick up exactly where you left off
Agents sell. The AI writes.
Note-taking splits attention exactly when focus wins deals. SmartNotes listens with your agent and builds a structured summary as the call happens: spouse’s name, coverage amount discussed, monthly budget, the objection that stalled things, and what was promised next. The rep’s only job is the conversation.
The follow-up call starts warm
Every transcript and note lives on the lead record. When the callback happens — tomorrow or in three weeks — your agent opens the lead and knows exactly what was said, quoted and promised. Leads stop repeating themselves, and deals stop dying between calls.
A searchable record of what works
Transcripts turn your agency’s calls into a coaching library — and the AI reviews each one for you, flagging unhandled objections and missed buying signals on the call record. Review how your best closer handles the "I need to talk to my spouse" objection, share the exact exchange with the team, and standardize the language that wins.
Common questions
How accurate are the transcripts?
Who can read a call’s transcript?
Pairs with
AI notes & coaching
An AI co-pilot that takes structured notes on every live call, then turns each conversation into coaching for the next one.
Learn moreLive call monitoring
A live board of every agent’s dialing session — listen in silently, whisper coaching only your agent hears, and track outcomes in real time.
Learn moreLead management
Import thousands of leads from a spreadsheet, assign or auto-distribute them, and keep every list organized and fresh.
Learn morePut it to work on your next call
Create your agency today — setup takes minutes, not meetings.