Every call is exposure.And the only chanceto explain the difference.
Saleso analyzes every call: whether full disclosure was given, how the rep explained your terms against a competitor's, and where the customer dropped out before the paperwork stage.
The situation every finance call center manager knows
Every call has to include full disclosure and documentation, and you have no evidence of what was actually said
Customers compare rates, fees and terms, and the answer they get depends on who picked up
Campaign leads are expensive, and most never reach the document collection stage at all
It takes one rep phrasing a promise badly to turn a call into a complaint
When the terms are explained on video,the same duties apply.
Saleso connects to the calendar and joins meetings on Zoom, Teams and Google Meet. Every meeting is transcribed and checked against the same rules as a phone call, and ends with a clean summary and documentation for the client file.
Connect the calendar once
Google Calendar or Outlook. From then on meetings come in by themselves, with no recording to upload and nothing to remember to switch on.
The meeting is captured, bot or no bot
Zoom, Microsoft Teams and Google Meet. It can also record from our desktop app, with no extra participant joining the meeting at all.
It returns a full analysis
Within a minute of the meeting ending: a clean summary, a score against the stages you defined, the objections that came up and what was agreed next.
Every call reviewed against your disclosure duties and sales process
Saleso scans every call: what the customer was told, how the terms were presented, and whether a sentence was said that should not have been. At the same time you see exactly where expensive leads stall on the way to signing.
- 01Found
Disclosure and documentation on every call
You define what must be said for each product type, and Saleso checks it on every call. A breach is flagged the same day, with the exact quote.
Disclosure duties completed in full at 3:05
- 02Left open
Explaining your terms against a competitor
Rate, fees, term and collateral. Saleso shows how each rep explains the difference, and what the ones who won against a competing offer said instead.
The competitor comparison was verbal · without numbers
- 03Found
From lead to paperwork
The expensive lead usually drops at one fixed stage. You see where it happens, and what was done differently on the calls that reached signature.
The lead moved to paperwork · follow-up call booked
From after-the-fact control to in-call prevention
Better that the right sentence is said on the call.Not corrected after it.
An AI copilot inside the call that reminds the rep of the disclosure duties and the explanation that works, while they still matter.
The bank offered me a better rate
The comparison in numbers, with the disclosure line that goes with it
- 01CALL CHECKLIST
The mandatory lines before the close
If the call nears its end and disclosure has not been given, a quiet reminder pops up for the rep.
- 02QUEUED FOR FOLLOW-UP
Full documentation, automatically
Every call is transcribed, analyzed and written into the CRM. A clean file with no manual work.
Everything a sales leader needs to take real control of the team.
Guides on this
All guidesReady to know what really happens in calls?
No commitment: we'll run Saleso on one of your real calls, and you'll see what slipped through.