Conversation intelligence

Call intelligence that listens to every call so you don't have to

Sales managers can't review hundreds of calls a month. Using your own AI account, SaaSVisionary tags each transcript with a consistent set of objections, topics, outcomes and risk signals, so you can see what prospects actually say to your reps and get a deal-health score with the reasons behind it.

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In short

Call Intelligence in SaaSVisionary: AI call analysis, deal health scores and call-based forecasts. It is part of one platform that combines CRM, business phone, AI receptionist, messaging, automation and payments for small businesses and agencies. Conversation and revenue intelligence is included on the Unlimited plan, which you can try free for 14 days. Every plan includes unlimited contacts and a 14-day free trial.

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13Objection types tracked consistently

30-dayRolling window for trends

2Forecasts compared side by side

1Coaching note per call, at most

Why it matters

Coaching from a handful of calls misses the pattern

Most managers coach on the few calls they happened to hear, which rarely represent the month. An objection that shows up in a quarter of conversations can go unnoticed for weeks, and a stage-based forecast can't tell that a key contact stopped responding. Analyzing every call turns those blind spots into numbers.

What you get with Call Intelligence

Ranked objections and topics

See which objections and topics came up most across the last 30 days. Because the categories are fixed, "pricing concern" means the same thing every month.

Per-call summaries

Each analyzed call gets a short summary, its outcome, sentiment, any agreed next step and at most one coaching note. If there's nothing to fix, it says nothing.

Deal health and risk scores

Open deals are scored on health, risk and days since last contact. The evidence behind each score is stored beside it, so reps can see exactly why.

Two forecasts, one view

Compare a forecast built from stage win rates with one built from what buyers actually said on calls. The gap between them is where to look first.

Talk ratio you can trust

Talk-to-listen ratio is reported only on calls where speakers could be reliably separated, so a noisy recording doesn't skew your averages.

Analysis that triggers action

Start a workflow when an analysis completes, filtered by sentiment, topic or objection, or when a deal turns at risk. Alerts reach the right person immediately.

Live objection assist

Link scripts to the same objection list. During a call, reps can see one short on-screen suggestion when a matching objection comes up. It never joins the call.

Runs on your AI account

Analysis uses your own model key, so processing happens under your account and usage is billed to you directly by the provider.

How it works

Up and running in 4 steps

01
Turn on recording and transcription
Enable recording per phone number, with a consent announcement where required. Transcription must be on for calls to be analyzed.
02
Connect your AI key
Add your own model provider key so every transcript can be classified under your account.
03
Review the month
Open the dashboard to see ranked objections and topics, then click into any call for its summary and coaching note.
04
Act on the signals
Use deal health scores in pipeline reviews and build workflows that react when a deal turns at risk or a certain objection appears.

Coaching and reporting share one vocabulary

The objection list that powers your reports also powers your call scripts. When a manager at Harborview Insurance sees budget timing rising in the monthly view, they can update the matching script handler, and reps get the new guidance on their next call.

Scripts hold ordered talk tracks plus a handler per objection
Live assist is opt-in, switched on script by script
Suggestions are 200 characters or less and appear only on the rep's screen

Evidence, not just a score

A red deal badge doesn't help unless someone knows why. Every health and risk verdict keeps the call evidence that produced it, so a pipeline review becomes a conversation about what the buyer said rather than a debate about gut feel.

Days since last contact shown on every open deal
Next steps pulled from calls where both sides agreed on one
Recordings stored in your own storage, with the option to delete audio and keep transcripts

Plans & availability

Conversation and revenue intelligence is included on the Unlimited plan, which you can try free for 14 days. Call recording and transcription on their own are available from the Team plan. Telephony and AI analysis are billed by your connected providers.

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FAQ

Call Intelligence: frequently asked questions

What is call intelligence software?

Call intelligence software analyzes recorded sales and service calls to find patterns, such as common objections, topics and outcomes. SaaSVisionary transcribes calls, classifies each one against a fixed list of categories, summarizes it, scores related deals and shows trends across your team so managers can coach and forecast with evidence.

Does the AI invent feedback to look useful?

No. Each call gets one coaching note at most, and it can return none when there's nothing meaningful to improve. Because objections and topics come from a closed list rather than free text, results stay consistent and comparable from week to week and rep to rep.

Whose AI account runs the analysis?

It runs on yours, not ours. You connect your own AI model key, and transcripts are analyzed under your account. The provider bills that usage to you directly. This keeps processing under your control and means SaaSVisionary adds no markup to your AI usage.

How is a call-based forecast different from a pipeline forecast?

A pipeline forecast projects revenue from stage win rates, which reflects where reps placed each deal. A call-based forecast uses what buyers actually said. SaaSVisionary shows both side by side along with the gap, which often highlights deals that look better or worse than their stage suggests.

Can reps get help during a live call?

Yes, with live objection assist. When it's enabled on a script, SaaSVisionary reads the live transcript and shows the rep one short suggestion when a known objection comes up. It appears only on the rep's screen and never speaks to or joins the call.

Which plan includes call intelligence?

Call intelligence is part of the Unlimited plan. Call recording and transcription without the analysis layer start on the Team plan. Start a 14-day free trial on the Unlimited plan to analyze real calls before paying.

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