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Sales Call Action Capture

Ensures clear next steps and consistent follow-ups. Extracts action items from calls, assigns owners and due dates, and integrates with team systems.
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What does it mean for you?

Reps and customers leave calls with clear next steps and nothing falls through the cracks, speeding follow‑ups and improving handoff consistency.

How it works?

Extracts action items from call transcripts and notes, maps each to an owner and due date, and creates the tasks directly in the team’s systems (e.g., CRM, Jira) with status tracking.

Overview
Sales Enablement
by cassidy

Implement it inside your company

Get help from our team of specialists to quickly integrate this solution into your existing workflow and unlock new growth.
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  • Hands-on onboarding and support
  • Self-paced training for your team
  • Dedicated implementation experts
  • Ongoing use case discovery
  • ROI tracking & analytics dashboards
  • Proven playbooks to get started fast

A dedicated team to drive adoption and results

Our implementation experts work hands-on with your team to make sure you see real value - fast. From setup to optimization, we’re here to help every step of the way.

We enable your teams - no IT required

We train your builders, support their workflows, and make sure they get the most out of Cassidy without ever waiting on engineering.

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