Sales call notes that keep the next step.
A discovery call is full of things you’ll need later: the real objection, who signs off, the date they mentioned in passing. Typed up from memory an hour later, most of it is gone, and the follow-up email misses the point.
What Scripta handles for you
Three jobs that usually fall to whoever took the notes.
The buyer’s words, kept
Every decision and next step keeps the exact line it came from, so the follow-up quotes what the buyer said rather than what you remember.
Next steps with dates
Commitments on both sides come out as tasks with an owner and a date, so the pilot or the security review doesn’t slip quietly.
Into your CRM by hand, in seconds
Scripta doesn’t connect to a CRM. Copy the summary and next steps into it, or export your tasks as CSV.
Example meeting · made-up people · output from Scripta
Discovery call with Northfield Logistics
Northfield Logistics agreed to pilot Scripta for two weeks at its Leeds warehouse, subject to budget sign-off. Erin Walsh will seek that approval from the finance director, and Daniel Brooks will send the security overview, data processing terms and an example meeting, then set up the pilot workspace and invite links once approval is confirmed.
Daniel Brooks: Would a two-week pilot with one warehouse make sense? Kofi Mensah: Yes. Let's pilot with the Leeds warehouse. Erin Walsh: I need to get budget sign-off first. I'll ask our finance director this week.
Discovery call · [company] · [date] Their side: [names, roles] Current process - [how they do it today] Pain - [in their words] Decision process - Who signs off: [name] - Budget: [stated or not] - Timeline: [stated or not] Concerns raised - [concern] Next steps - [step] · owner: [name] · due: [date]
A template you can use today.
Use it in any doc, with or without Scripta. When Scripta writes the notes, they come out in this shape on their own.
What people ask first
Does Scripta connect to Salesforce or HubSpot?
No. There are no CRM integrations. Copy the notes and next steps across, or export tasks as CSV.
Does a bot join sales calls?
No. Nothing of Scripta’s joins your call. You record from your browser, or bring the transcript your call tool or recorder already makes.
Do I need the buyer’s consent to record?
Often yes, depending on where you and they are. Scripta asks you to confirm consent before every browser recording; checking the law for your call is up to you.
Can I share the notes with the buyer?
Yes, with a share link. Many reps send the agreed next steps after the call so both sides work from the same list.
Is there a free plan?
Yes. The free plan needs no card and includes AI write-ups and recording minutes every month. Paid plans add more of both, and seats for a team.
Whatever your team, the same promises
Nothing joins your call.
Nothing of Scripta’s ever joins your call. Record in your browser, or bring the transcript you already have.
Decisions keep their source.
Every decision and task is checked against the line it came from, so you can see where it was said.
Your team, your access.
Four roles, enforced on the data. Share a write-up with a client by private link and passcode.
Turn your next meeting into owned tasks.
Free plan, no card needed. Nothing of Scripta’s ever joins your call.
Also see: Project managers · Product teams · Remote teams · Engineering teams