01
Capture
Calls, missed calls, ownership, timestamps, consent evidence, recordings, transcripts, and diarization.
Conversation intelligence that fits your operating reality
Turn every sales conversation into customer intelligence.
Sales Blackbox captures customer-facing calls, structures what happened, scores quality, detects buyer signals, and turns conversations into CRM updates, follow-up tasks, coaching queues, and revenue leakage reports.
Works with your stage, stack, and workflow. Connect SBB to the CRM, spreadsheets, phone habits, sales process, and internal tools you already use.
Live product flowCall to action, automatically
Call→ Transcript→ Intelligence→ CRM · Tasks · Reports
The disappearing signal
Your team is already talking to customers. The signal is disappearing.
Objections, pricing context, buying momentum, weak follow-ups, and lost-deal reasons rarely make it into the CRM. Managers see activity, but not the evidence behind it.
Before SBB
Calls happen. Context disappears.
- Calls happen
- CRM has activity
- Managers guess
- Follow-ups slip
With SBB
Calls become operating evidence.
- Calls become evidence
- CRM gets context
- Managers see risk
- Follow-ups are triggered
How it works
Capture. Understand. Act.
The recorder is only layer one. The value is the operating system built on top of each conversation.
02
Understand
Summaries, outcomes, objections, intent, next steps, QA scores, rep behavior, deal signals, and risk.
03
Act
CRM updates, follow-up tasks, alerts, coaching queues, manager review, and revenue leakage signals.
One conversation, many business outputs
See the same intelligence system inside different sales motions.
The workflow changes by industry. The operating pattern stays consistent.
Call scenario
A patient asks about availability, price, and whether a service is right for them.
Conversation→Structured evidence→Action→Management signal
What SBB captures
A complete transcript, caller identity, service inquiry, ownership, and timing.
Management signal
Managers see where inquiries stall, which sources convert, and where staff need coaching.
Intelligence extracted
Booking intent
Price objection
Service fit
Missed-conversion reason
Actions triggered
Create a callback task
Update the patient record
Route high intent to the right owner
Call scenario
A prospect discusses scope, budget, timeline, proof, and what a proposal must answer.
Conversation→Structured evidence→Action→Management signal
What SBB captures
Buyer profile, service need, stakeholders, timeline, and the evidence requested.
Management signal
Leaders see which messages move deals and which objections keep returning.
Intelligence extracted
Budget signal
Proposal risk
Positioning gap
Proof requirement
Actions triggered
Enrich the opportunity
Flag proposal risk
Recommend the next follow-up
Call scenario
A buyer asks for a quote, schedule, and confirmation that project requirements can be met.
Conversation→Structured evidence→Action→Management signal
What SBB captures
Project context, urgency, estimator ownership, requested schedule, and quote details.
Management signal
Managers see delays, weak handoffs, and the call patterns behind lost quotes.
Intelligence extracted
Price objection
Urgency
Callback delay
Lost-reason pattern
Actions triggered
Assign estimator follow-up
Set a concrete due date
Write context to CRM
Call scenario
An interested buyer sounds positive, but the call ends without a clear commitment.
Conversation→Structured evidence→Action→Management signal
What SBB captures
Decision criteria, stated hesitation, owner, timeline, and the exact closing language.
Management signal
Managers catch no-decision risk while there is still time to recover the opportunity.
Intelligence extracted
Next-step risk
Weak follow-up
Objection pattern
Commitment gap
Actions triggered
Alert the manager
Create a dated next step
Add the call to coaching
What you can see in SBB
Product proof, from one call to the management view.
Every view stays connected to the original conversation, so managers can move from signal to evidence.
Transcript card
The outcome, objection, intent, and next step - attached to the evidence.
Read the summary first, then inspect speaker-separated transcript turns and recording context.
QA REVIEW Priority queue
82/100
Discovery92
Objection handling74
Next-step quality61
Compliance100
QA dashboard
Score, rep, stage, risk, and review priority in one view.
Configurable scorecards explain why a call is strong or why it needs manager attention.
CRM update
Deal context reaches the system of record without asking reps to retype it.
Summary, outcome, risks, next action, recommendation, and a link back to call evidence.
REVENUE LEAKAGE Last 30 days
Revenue leakage report
See leakage by rep, stage, objection, source, callback delay, and lost reason.
Move from a monthly miss to the call behaviors that created it.
COACHING QUEUE 8 calls need review
JL
Jordan LeeHigh intent, no next step
94%MC
Maya ChenPrice objection unresolved
81%AM
Alex MorganCallback overdue
76%Coaching queue
Managers review the calls that can change an outcome.
High-intent risk, missed follow-up, low QA, and repeated objections rise above random sampling.
Anonymized example · PDF · Direct download after email
Reusable operating memory
What intelligence you get from calls.
SBB turns isolated conversations into assets the company can reuse.
Client portraits by stage
How buyers talk about urgency, budget, hesitation, risk, and decision criteria at each stage.
Objection library
Recurring objections, strong responses, failed responses, and examples from real calls.
Winning phrases
Language that moves deals forward, reusable in scripts, emails, landing pages, and training.
Training examples
Strong calls and weak moments become onboarding and coaching material.
Next-step risk
Vague follow-ups, missing owners, no booked action, and stalled opportunities.
Collateral gaps
Where buyers repeatedly need proof, pricing clarity, comparisons, ROI, or compliance material.
Management signal
See where revenue leaks before it becomes a lost month.
Inspect the same evidence from the angle that matches the decision you need to make.
By repBy stageBy objectionBy lost reasonBy collateral gapBy next-step risk
Leakage review12 calls at risk
By repWho needs coaching, and on which behavior?
4By stageWhere are deals losing momentum?
3By next-step riskWho ended without an owner, date, or action?
5Core · Pilot · Custom
Clear scope from day one.
Know what exists now, what gets configured together, and what belongs in a custom engagement.
The operating foundation
- Call capture
- Recordings + transcripts
- Summaries + outcomes
- Configurable QA
- Coaching queues
- Missed-call visibility
- CRM/workflow sync
Your process, made explicit
- Scorecards
- Leakage views
- Manager dashboards
- Workflow fields
- Follow-up rules
- Alerts
- Success metrics
Deeper operating fit
- Custom CRM
- Advanced integrations
- Private architecture
- Data migration
- Custom dashboards
- Internal workflow systems
Best fit
Sales Blackbox is strongest when conversations drive revenue.
Best fit
- Meaningful phone volume
- Sales or service calls affect revenue
- Managers cannot see why leads stall or convert
- CRM activity misses conversation quality
- Follow-up, QA, or leakage are hard to manage
Not ideal
- ×Customer calls are rare
- ×Decisions do not happen through conversations
- ×The team only needs basic recording
- ×No one owns follow-up, QA, or workflow improvement
CRM & custom workflow
CRM sync is the start. Deal context is the value.
SBB enriches your CRM with summaries, outcomes, QA scores, objections, risks, next-step gaps, follow-up recommendations, and coaching notes.
No CRM, wrong CRM, or too much CRM?
Use your current system, work around spreadsheets and lightweight workflows, or build a focused CRM around the process your team actually follows.
In the right focused workflow, replacing unused seats, modules, or redundant tools can reduce annual CRM software costs by up to 50%. We validate the economics before making that recommendation.
Before
→ Call completed
Activity logged
Context stays in the rep's head
With SBB
Request a CRM cost review Evidence attached
Risk and next step structured
Manager sees what to act on
Pilot package
Start with one workflow. Prove the value. Expand with evidence.
We are opening 5 pilot slots for first deployments beginning September 2, 2026.
We deploy
Call capture, transcripts, summaries, QA logic, CRM/workflow sync, manager dashboard, and leakage reporting.
You provide
Call/workflow access, CRM context, an internal owner, sample calls or live flow, and success criteria.
Week 0-1Scope
Map one workflow, owners, data access, and measurable success criteria.
Weeks 2-5Deploy + Iterate
Connect the live flow, calibrate QA and alerts, review evidence weekly.
Week 6Review
Expand, customize, integrate deeper, or stop based on the results.
Annual plans
Every annual plan includes a Forward-Deployed Engineer.
Your FDE connects SBB to telephony, CRM, storage, dashboards, authentication, reporting, and internal tools. They configure the system around your process, migrate data cleanly, and support adoption.
SBBOperating intelligence
CRM
Calls
Storage
Dashboards
Auth
Internal tools
Security & privacy
Decide how conversation data is owned, accessed, retained, and removed.
Security is part of deployment scope, not a badge added after the workflow is live.
Open the policy centerData ownership+
Your customer and call data remains your data. SBB processes it to provide the service and does not claim ownership of it.
Model policy+
We do not allow model providers to train general models on customer data. Customer-specific learning is enabled only when explicitly agreed.
Access control+
Owners define who can see calls, transcripts, QA, coaching, and reports. Tenant isolation and role-based access are enforced server-side.
Consent handling+
Recording and consent rules are aligned before rollout. Consent events retain the prompt version, timestamp, and result for each call.
Retention policy+
Recording, transcript, and report retention is defined per deployment and can be extended with controlled or immutable storage where required.
Storage options+
Use standard S3-compatible storage or discuss a more controlled architecture for sensitive workflows.
Audit trail+
Important actions, recording playback, ownership, and manager review changes are logged for accountability.
Export and deletion+
Export, deletion, and offboarding expectations are agreed before deployment so data lifecycle is explicit.
One workflow. Real evidence.
Ready to find out where your conversations are leaking revenue?
Apply for a pilot. We will map one workflow, define success criteria, deploy SBB inside your real operating environment, and show what your calls reveal.