Without Timmy
Beckett Hardware Ltd · Demo done
5/80fields filled
- Stage: unchanged
- Amount: empty
- Next step date: empty
- Objection: not logged
- Note: "had a demo, looked positive"
TIMMY TRANSCRIPT
LiveTalk to your customer.Timmy listens in.
One agent, three ways to log. Timmy joins your Teams or Meet meeting, you add him to a phone call, or you call him after the visit. No extra app, no screen on the driver seat. The CRM is filled before you reach home.
Live on Pipedrive, HubSpot and Salesforce. Notes, tasks and stage updates land in the CRM today. Automatic field updates like stage and amount roll out CRM by CRM.
THE PAIN
You sell by talking. Not by typing.
Notetakers ask for a second tool, a second screen, a second motion. In the car, in the corridor, after a customer call, that motion does not happen. The real problem is not that the CRM stays empty; it is that the logging moment is somewhere other than where you are.
0 screens
No screen while driving
Opening an Otter or Fireflies app on a phone behind the wheel is unsafe and not legal. The only operable flow is voice.
5 → 1
Five tools open for one conversation
Notetaker, transcription app, browser tab, CRM, phone. Every call asks for context switches no one wants to make on a Wednesday at 17:30.
∞
A notetaker that does not know your business
Generic transcription hears words, not customer names or product terms. "Atlas in Birmingham" never becomes "Atlas Steel Ltd, Birmingham" without someone correcting it.
PROOF
- Three modes live today
- Works with Teams, Meet and Zoom
- Voys / VoIP integration as default
- EU-hosted, built in the Netherlands
- Your own jargon and aliases
HOW TIMMY WORKS
Three moments. One agent.
Every team works differently. Some live in meetings, others on the phone, others on the road. Timmy adapts; you do not. Three modes side by side, all three live today, all three without an extra app.
MODE 1 · VIDEO CALL
LiveTimmy joins your Teams, Meet or Zoom.
Paste the meeting URL into TalkToCRM, or invite Timmy as a regular attendee. He shows up in the tile row, transcribes the entire call, and the CRM record is ready before your next coffee gets cold.
- 01
Paste the URL or invite Timmy
One button in TalkToCRM, or add timmy@yourcompany.talktocrm.ai to the invite. Works on Teams, Meet and Zoom; no browser extension required.
- 02
Timmy joins as an attendee
He is visible in the tile row with a "Recording" pill, so all attendees know the call is being processed. No silent listener.
- 03
CRM record ready for the next slot
Note, tasks and stage update land in Pipedrive, HubSpot or Salesforce. With your jargon, with undo-sync.
"No more Fireflies summaries that do not know my business."
Sales lead, B2B SaaS scale-up
MODE 2 · CALL TIMMY
LiveHey Siri, call Timmy.
Just said goodbye on the parking lot. Key turned, phone in the cradle, one command. Three minutes about the visit; before you reach the highway it is in the CRM. No screen, no buttons, no excuses.
- 01
Call Timmy via Siri, Google Assistant or your contacts
Each customer or organisation has its own Timmy number. Voice command from the car works; the dialer also works. No app to open.
- 02
Tell him where you were and what was discussed
Three minutes in your own words. Customer name, stage, objection, follow-up date. Timmy does not ask form questions; he processes what you say.
- 03
CRM is filled before the next exit
Note, tasks and stage update are live in the CRM. Undo-sync sits beneath every mutation, so you never break a record.
"That way you can land at home and actually be with your kids."
Field-sales rep, capital goods
MODE 3 · TIMMY IN THE PHONE CALL
LiveAdd Timmy as a third participant.
Important customer on the line? Add Timmy to the call as an extra participant. He listens in, transcribes, and logs straight to the CRM. No after-the-fact recap, no "I will email later". The truth of the conversation lives in Pipedrive before you hang up.
- 01
Add Timmy to a live phone call
From Voys or another VoIP provider: one click, Timmy joins as the third participant. On a regular mobile line: add a second caller, dial Timmy, merge the call.
- 02
Timmy listens to the full conversation
Both sides are transcribed, jargon is recognised (customer names, products, competitors), and sensitive passages get a PII flag.
- 03
CRM filled the moment you hang up
Note, tasks, stage update, and jargon tags land automatically in the right CRM record. Including a compliance log with before/after for each field mutation.
WHEN IT FITS
Five teams that feel Timmy first.
Timmy works for any team that talks to customers. But these five carry the sharpest pain: many calls, little screen time, or call content that lives in heads instead of in the CRM.
Outside sales
Field-sales reps and account executives on the road
Call Timmy on the parking lot. No more evening admin.
Inside sales / SDR
SaaS and B2B-tech inside-sales teams
Add Timmy to every discovery call. Pipeline data ready for stand-up.
Consultants and advisory
B2B consultancy and strategy firms
Timmy joins every client session. Juniors can replay the discovery.
Recruiters and search
Recruitment and executive-search firms
Timmy in every candidate call. No more hearing the same story twice.
Customer success / Key accounts
Account managers and CS teams on enterprise accounts
Timmy in every QBR. No more action items lost in shared docs.
BEFORE AND AFTER
What lands in the CRM?
Not "a transcript". A filled Pipedrive record with the fields that matter. Below two versions of the same customer call: without Timmy, and with.
With Timmy
SoonBeckett Hardware Ltd · Demo done
24/80fields mapped
- Stage: Proposal
- Amount: ~£45k
- Next step date: Friday 24 May
- Objection: implementation time vs Q3 deadline
- Note: 6 paragraphs of customer context and competitor framing
Beckett Hardware LtdAtlas-3Competitor: HeuvelmanCFO Tom Hayes
Today Timmy writes notes, calls and tasks straight to the CRM. Structured field mapping (Stage, Amount, Next step, objections, tags) is on the roadmap.
What teams usually ask Timmy
The objections every first call raises. Answered upfront.