Feature · CRM updates

CRM updated automatically after every call

Bloom AI app showing a CRM record updated automatically after a call: company, contact and next step

After every call, the recap (key topics, next steps, meeting booked) is synced to HubSpot or Microsoft Dynamics 365, without anyone opening a form. And when there was no call, a voice note is enough: Bloom AI writes the recap and updates the client's record in your CRM.

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Writes straight into your CRM

The problem · without Bloom AI

The call is over. The CRM can wait until tonight.

A summary nobody ever writes
A meeting booked, recorded nowhere
A pipeline that lies to the manager

The solution · with Bloom AI

You hang up, the CRM is current.

No form, no checkbox, no end-of-month reminder. The call ends, Bloom AI writes, your CRM receives.

The second you hang up

The call becomes a summary

Bloom AI reads the conversation back and keeps what matters: the request, the promise, the decision. Your rep moves straight on to the next call.
The seconds after

Everything lands on the right record

Rundown, topics discussed, next steps, meeting booked: the recap is synced as an activity on the right contact's record in your CRM, with nothing to copy over.
And for everything else

A voice note is enough

Plant visit, coffee, meeting at the client's site: your rep speaks for forty seconds from the car. Bloom AI turns it into a meeting recap, then updates the right client's record in your CRM.

Summary · Nexa

12 min call

Summary · written by AI
Nexa wants 8 reps equipped before September
Contact · Camille Breton
VP Sales, decides after the internal review
Next steps · in the note
Send the proposal before the internal review

Written the second the call ends

Topics · Nexa

3 topics

Topic · Need
Equip 8 reps before September
Topic · Budget
Envelope pending internal approval
Topic · Decision
The VP Sales decides after the review

What the call was about, written in the record

Meeting · Nexa

Booked during the call

Decision
After internal review
Meeting
April 14

“Demo scheduled April 14 with their team.”

Written into the client's record.
“Stated priority: less data entry for their reps.”

The meeting booked, and what to know before it

After every call

The call ends, the CRM fills in.

Bloom AI logs the call on the client's record, with its recap: the rundown, the topics discussed, the next steps and the meeting if one was booked. Your rep opens no form, they move straight on to the next call.

Zero data entry: written before the next call
One summary per call, no exception and nothing forgotten

During the call

Every topic, written in the record.

What the call was about ends up in the CRM: the points covered, the questions asked, what the client said they wanted. Your team reads back an exchange, not a memory.

The topics discussed, written while you hang up
A record that says what was actually said

At the end of the call

The meeting booked, and what to know first.

If a meeting was set during the call, the recap flags it, with the next steps written out: what was promised, who decides, what the client expects next. All of it lands in the activity note, on the client's record in your CRM.

The meeting booked on the phone, written into the record
The next steps, kept in one place

And when there was no call

No call? Your voice is enough.

A meeting at the client's office, a plant visit, a coffee: there is no call to read back, so nothing travels on its own. Your rep speaks for forty seconds from the car, and Bloom AI picks it up from there.

Bloom AI app showing a voice note being recorded to create a meeting record — On the road · in the app

40 seconds

They speak

Forty seconds, at the wheel or on the sidewalk. No keyboard, no form.
Bloom AI writes

Main topics, useful info, next step: the meeting becomes a recap you can read.
The CRM receives

The recap lands on the right client's record in your CRM, ready to read before the next exchange.

Nothing to retype tonight. Nothing to hunt for next week.

The meeting recap

Their voice, turned into a recap.

Forty seconds later the voice note has become a structured recap: main topics, useful info, actions to take. As soon as the meeting is linked to the client, that recap is synced to their record in your CRM. Nobody replays the recording, nobody retypes a line.

A structured recap, not a voice memo to replay
Synced to the client's record in your CRM

After the meeting · in the app

Bloom AI app showing a meeting record: main topics, useful info, transcript and actions to take

Frequently asked questions

What exactly reaches my CRM?

One activity per answered call, with its recap: the rundown of the conversation, the key topics, the next steps written in the note and a flag if a meeting was booked. It also carries the call direction, date, duration, phone numbers, rep and contact. On top of that come the meetings recorded in Bloom AI that have a phone number and, if you turn it on, unanswered calls. No recording, no transcript and no score ever leaves Bloom AI.

Does Bloom AI connect to my CRM?

Yes, to HubSpot and Microsoft Dynamics 365 today; Salesforce will follow soon. Every call and meeting is synced there automatically with its AI recap, with no manual entry and no duplicates. Bloom AI never touches your deals or the fields of your existing contacts, and creates no tasks in your CRM: your admin chooses what gets synced.

How does the voice note work after an in-person meeting?

Your rep creates the meeting in the app, records a short summary and confirms. Bloom AI transcribes it and structures the recap (main topics, useful info, actions to take); as soon as the meeting is tied to the client's phone number, it is synced to your CRM on the right contact's record, with its recap. It is built to be used while walking or driving, not sitting at a screen.

Can my rep review it before it goes out?

Yes. The call summary and the meeting record stay visible and editable in the app. Automation removes the typing, not the control: what is written remains the responsibility of the person who ran the conversation.

Do I have to change my phone system to benefit from it?

You keep your carrier if you want to: your current number stays with them, your reps call from the app and that is the number your client sees. Otherwise, a Bloom AI number goes live within minutes. Either way the calls run through the app, and that is what makes it possible to write the summary without asking the rep for anything. No dedicated hardware: an internet connection and the app are enough, with unlimited inbound and outbound calls, under the fair-use policy detailed in our legal notices.

Where is my data hosted? Is it Law 25 compliant?

Your data is encrypted in transit and at rest, and hosted in Canada. Bloom AI complies with GDPR and Quebec's Law 25; guaranteed data residency is available on the Enterprise plan.

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