Clear escalation rules
Turn conversations into structured follow-up notes rather than another manual admin task.
Call transcription and CRM summaries
Turn conversations into useful follow-up notes.
Turn conversations into structured follow-up notes rather than another manual admin task.
Project valueQuoted to scopeNo payment before scope agreement
DeliveryAgreed with your quoteScoped after discovery; after brief, access and approvals
Your first milestoneMap real enquiriesA useful review point before the next stage
A conversation with a destination
Booking-aware conversations
We map what happens when the caller needs an answer, an appointment, a transfer or help the assistant cannot provide. Escalation is part of the design from the start.
Test calls before launch
Test calls check the agreed answers, capture fields and transfer routes.
In our clients’ words.
“The work he delivers is of top quality all round.”
“He was always available in communication with us throughout the project.”
“Will do business again and again with ICM Technologies.”
WHAT YOU RECEIVE
Your Call transcription and CRM summaries project, clearly defined.
Service businesses with repeatable incoming enquiries and a clear booking or handoff process.
Recording intake
Define the minimum information needed, where it is saved and which team receives it. Check validation, successful submission, failures and confirmation so a visitor does not lose an enquiry in a silent email error.
Transcription and summary
Prepare the agreed words, labels or language assets for their intended audience and format. Your team approves business facts, claims and specialist terminology before publication; final delivery includes the agreed editable or platform-ready format.
CRM update
The brief defines the exact crm update required for call transcription and crm summaries. We show the named output at its review milestone and record any data, access or third-party dependencies before handover.
Scope and requirements
Recording rights and consent must be in place before processing calls.
Any additional work is scoped and priced for your approval.
THE DELIVERY PATH
From your brief to the finished work.
Follow the preparation, review and delivery stages for this service.
Map real enquiries
Provide business hours, FAQs, booking rules and the person or queue for escalations.
Shape the conversation
Review the script, tone, pronunciations and handoff behavior.
Connect and test
Run test calls through the booking, lead capture and transfer paths.
Launch and review
Agree monitoring responsibility, usage charges and an initial tuning window.
What is included?
Includes Recording intake, Transcription and summary and CRM update. Recording rights and consent must be in place before processing calls.
Will a human be available when needed?
We configure the transfer or follow-up route you provide. Your team controls the staffing and availability behind that route.
Are phone numbers and call minutes included?
Provider subscriptions, numbers, minutes and model usage are separate unless the package explicitly includes an allowance.
Can the system make outbound calls?
Only an expressly scoped workflow with the required consent, opt-out rules and jurisdiction-specific review. This offer is not unrestricted robocalling.
Related services
YOUR NEXT LEAP STARTS HERE
Ready to put Call transcription and CRM summaries to work?
Share the change you want to make. We will help turn it into a clear, practical project.