Hear every deal, not just yours
Roadmappy records your calls and reads your CRM notes, so the whole commercial team knows what prospects ask for, what blocks a deal and what makes customers upgrade.
Two requests come up again and again: single sign-on with Microsoft Entra and multi-site shift editing.
- 1“Single sign-on with Microsoft Entra” has 47 signals and blocks the rollout at Helvetia Logistics.
- 2Northwind Retail’s pilot is on hold until bulk shift editing works across their locations.
- 3Brotwerk AG said on a renewal call they would upgrade for multi-site editing.
What every deal teaches, shared with the whole team
From sales calls to answers the whole team can use
- 01
Connect CRM and calendar
Add HubSpot or Salesforce, then let the notetaker join your Zoom, Google Meet or Microsoft Teams calls.
- 02
Every call, summarised
Each call is transcribed and summarised, with key learnings and chapters. Requests and objections become signals.
- 03
Ask before the next call
Ask Chat what a prospect cares about or which competitors came up, with links to the moments in each call.
- 04
Tell product what blocks deals
Deal blockers show up in Feedback next to support and review signals, so product sees the full picture.
The parts of Roadmappy this team uses most
Questions this team asks every week
- Which missing features came up in lost deals this quarter?
- What did Northwind Retail ask for during the pilot?
- Which customers mentioned they would upgrade, and for what?
- What objections do prospects raise most about pricing?
- Which deals mention single sign-on?
“I like how easy the system is to use. Once it’s connected to the right source, it gives me all the information I need quickly and efficiently.”
“The system is easy to use and provides information quickly and efficiently after connecting to the right sources.”
Questions, answered.
Which calls can Roadmappy record?
The notetaker joins Zoom, Google Meet and Microsoft Teams calls scheduled in Google Calendar or Outlook. You can also upload recordings, and Aircall calls are read with their transcripts.
Does Roadmappy read HubSpot and Salesforce?
Yes. It reads CRM notes, deals and opportunities on the Intelligence+ plan. New records are read continuously once connected.
Does Roadmappy rank feedback by deal value?
No. Feedback is ranked by signals, people, companies and momentum. You can always see which companies and deals are behind each item and ask Chat about them.
Do calls in other languages work?
Yes. Meetings are multilingual. Signals in any language are grouped together, with the original kept and a translation shown.