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CASE STUDY
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Turn every call into CRM intelligence.

Speech-to-text, sentiment and close-rate signals on every conversation, landing in Zoho, HubSpot or Sugar as fields, tasks and alerts your team already works from. No new tool to adopt.
5K+
calls scored every month
90s
from hang-up to CRM record
98%
of clients stay with us
Call · Meridian Mfg
outbound · rep: J. Cole
REC 12:47
REP…happy to walk through the rollout timeline this week.
CLIENTHonestly, price is my main concern at this point.
FLAGSobjection: pricing · sentiment: positive · next_step: quote
78%
positive sentiment
43:57
talk / listen
+12%
close signal
Teams running call intelligence with Encloud
NORTHBRIDGEmeridianStratosCaremontorbitaBLUESUMMIT

Your calls vanish the moment they end.

Thousands of hours of customer truth, recorded and then buried. Here's what that costs, and what we wire in against it.
01NOTES
CRM notes say 'good call', the recording disagrees
Reps summarize from memory, hours later, in one line. The most important record in your pipeline is thin, biased and late.
02COACHING
Coaching runs on anecdotes, not evidence
Managers hear maybe 1% of calls. The objection your whole team keeps fumbling is sitting in the other 99%, teaching no one anything.
03SIGNALS
Buying signals die in the recording archive
Competitor mentions, pricing pushback, next-step commitments, captured on every call, searchable on none, acted on by luck.
04HANDOFFS
Follow-ups depend on whoever remembered to log it
No task, no timeline entry, no alert. Deals slip in the gap between hang-up and CRM, and nobody sees it happen.

Our fix: put the call inside the CRM record.

Call intelligence fails when it lives in yet another dashboard. We build it into the contact timeline your team already opens fifty times a day, nine years of CRM engineering is the difference.
Bring us three recordings →
01
Wire telephony to CRM first
Before any AI, every call, recording, metadata, outcome, lands on the right contact timeline automatically. Dialpad, Aircall, RingCentral or whatever you run.
Dialpad–CRM syncTimeline loggingCall outcomes
02
Score what moves your pipeline
Sentiment, talk ratio, objections, competitor mentions, next-step detection, tuned on your calls and your sales process, not generic labels.
Custom signalsObjection tagsNext-step detection
03
Turn signals into CRM actions
Scores become fields, tasks, alerts and sequences: at-risk deals flagged, follow-ups created, managers pinged, inside the CRM, not another dashboard.
Auto tasksDeal alertsFollow-up sequences
04
Coach from the whole picture
Scorecards and call libraries built from 100% of conversations. Praise and correction both come with a timestamped clip attached.
Auto QA scorecardsCall libraryTrend dashboards

From dial tone to insight

All AI & Data services
01
Telephony–CRM Integration
Dialpad · Aircall · RingCentralZoho · HubSpot · SugarClick-to-call
02
Transcription & Call Logging
Speech-to-textSpeaker separationAuto timeline notes
03
Sentiment & Call Scoring
SentimentTalk / listen ratioObjection tagging
04
Close-Rate & Deal Signals
Win predictorsRisk flagsCompetitor mentions
05
Real-Time Agent Assist
Live promptsBattlecardsCompliance nudges
06
Coaching & QA Scorecards
100% auto QACall librariesRep scorecards
07
Workflow Automation
Auto follow-upsTask creationEscalations
08
Analytics & Dashboards
Team dashboardsPipeline insightsExec reporting

How call intelligence goes live

Five stages, each with named deliverables. Hover a stage to see what you get.
01
/ 05
Map the calls
01Map the call flow
One workshop to map inbound and outbound flows, teams, systems and consent requirements, and name the signals worth scoring plus the KPI they should move.
Call-flow mapSignal shortlistTarget KPI & baselineCompliance checklist
02Connect & capture
We wire your phone system to the CRM: recordings, metadata and outcomes flowing to the right records automatically, with consent and retention handled in the flow.
Telephony–CRM syncRecording pipelineConsent & retention setupTimeline logging live
03Tune the models
Transcription vocabulary, sentiment and signal models are tuned on your real calls, then validated against a human-reviewed sample before anyone sees a score.
Custom vocabularyTuned scoring modelsAccuracy reportReview workbench
04Wire in the actions
Scores become CRM fields, auto tasks, alerts and sequences. Managers get dashboards; reps get next steps; nobody gets another tab to keep open.
CRM fields & viewsAuto tasks & alertsFollow-up sequencesManager dashboards
05Coach & improve
Monthly reviews tie call scores to pipeline outcomes. We check model drift, add new signals as your sales motion evolves, and keep per-call cost predictable.
Monthly KPI reviewDrift checksNew signal rolloutsTeam enablement

Call intelligence in spotlight

All case studies
Every sales call transcribed, scored and coached, inside the CRM
B2B SaaSCall intelligence
Stratos
5K+calls scored every month
Client portrait
Dialpad calls land in Zoho with sentiment and close-rate signals. We coach from evidence now.
Marcus Hale
VP Sales, Stratos
Every portal lead called back within the hour, verified by the calls
Real EstateRouting + logging
NORTHBRIDGE
<1 hrfollow-up on every portal lead
Client portrait
Missed-call alerts and auto-logged outcomes closed the gap between hang-up and CRM.
Priya Menon
VP Sales, Northbridge Realty
QA on 100% of patient scheduling calls, without adding headcount
HealthcareAuto QA
Caremont
100%of calls QA-scored automatically
Client portrait
We went from sampling twenty calls a month to scoring all of them, HIPAA constraints respected throughout.
Sandra Ellis
Director of Patient Access, Caremont
38% shorter handle time after live prompts on order-status calls
RetailAgent assist
orbita
38%shorter average handle time
Client portrait
Reps see the order, the history and the next step while the customer is still talking.
Rosa Delgado
Head of Operations, Orbita
Zero missed disclosures across six months of advisory calls
Financial ServicesCompliance monitoring
BLUESUMMIT
0missed disclosures in six months
Client portrait
Every required phrase is verified on every call. Audit prep went from weeks to a report export.
James Whitaker
Director of Risk, BlueSummit

One pod wires your phones, your CRM and the AI between them.

Telephony engineer, ML engineer and CRM specialist, the same three people from first recording to full rollout, and after.
5K+
Calls scored every month per client, on average
4 wks
Typical time from kickoff to first scored calls in CRM
98%
Of clients stay with us year over year

The stack behind the calls

Your existing phone system stays. We wire the intelligence around it.
Telephony & voice
Speech & language AI
CRM & workflow
Data & pipelines
Serving & monitoring
We plug into the phone system you already run, no rip-and-replace.
DDialpad
TTwilio
AircallAircall
RRingCentral
ZoomZoom Phone

Book a listening session, not a sales call.

45 minutes with a call-AI engineer. Bring three recorded calls, leave with a transcript-quality read, the signals worth scoring, and the CRM fields they'd land in.
No obligation, no prepared pitch
NDA on request before you share recordings
Consent & compliance walkthrough included
4.9 / 5average across 120+ engagements
We coach from evidence now. Every one-on-one starts with two clips, one to praise, one to fix.
Marcus Hale
VP Sales, Stratos
Tell us about your calls
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Frequently asked questions

Wondering whether your phone setup can do this? Bring the question to a listening session, with your recordings in the room.
Talk to a call-AI engineer →
Which phone systems do you support?+
Dialpad, Aircall, RingCentral, Zoom Phone and Twilio-based stacks out of the box, and most VoIP platforms with an API or webhooks. If your system exposes recordings and call events, we can wire it.
Do our reps have to change how they work?+
No. Capture happens behind the dialer they already use, and insights land as CRM fields, tasks and alerts. The most common feedback is that reps stop writing notes, and the CRM gets more accurate.
How accurate is transcription with our industry jargon?+
We build a custom vocabulary from your product names, competitors and terms, tune on your real calls, and validate against a human-reviewed sample. You see the accuracy report before go-live.
What about recording consent and regional laws?+
Consent prompts, one-party vs. two-party rules and retention policies are configured in the call flow itself, region by region. We set it up with your counsel's requirements, practical guidance, not legal advice.
Real-time or after the call?+
Both. Post-call scoring and logging is the standard rollout; live agent assist (prompts, battlecards, compliance nudges) is an optional layer once the foundation is in.
Which CRMs do you integrate with?+
Zoho, HubSpot and SugarCRM natively, it's what we've engineered for nine years. Other CRMs and helpdesks via API. Scores land as fields and views your admins can build on.
How do you handle PII and call data security?+
Redaction of sensitive spans, encryption in transit and at rest, least-privilege access and audit trails, running in your cloud accounts. HIPAA-ready delivery for healthcare teams.
What does it cost to run month to month?+
Cost scales with call minutes, so we engineer for it: model right-sizing, batching and caching keep per-call cost predictable. You get a cost dashboard next to the quality one.

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