Every deal, captured — without a single form.
Your reps already do the work: they talk to buyers, walk the floor, drive between visits. Auto-capture turns that work — a voice note, a forwarded email, a quick line typed from the road — into a clean, structured deal. No forms, no end-of-day data entry, no deal that only exists in someone's memory.
From a spoken sentence to a structured deal, in seconds.
The rep does what they already do
A meeting wraps up, a call ends, a buyer messages back. No pause to open a CRM tab or hunt for the right field.
They say it or forward it
A 15-second voice note in the car, a forwarded email thread, a quick typed line — whatever's fastest in the moment.
An agent structures the deal
Contact, estimated value, stage and next step are extracted automatically and written to a clean record — matched against anything that already exists.
The rep confirms with a tap
If anything's ambiguous, the agent asks — one tap to confirm, not a ten-field form to complete from memory that night.
● Captured by voice · 4s
Capture built for how reps actually work, not how forms want them to.
Speak it, and it's logged
A voice note after a meeting is parsed into a structured deal — contact, value, stage and next step — usually in a matter of seconds.
Forward it, don't retype it
Forward a thread with a buyer and an agent extracts what matters, without you copying details into another window by hand.
One deal, not five copies
When more than one rep or note touches the same contact, agents match and merge them — instead of leaving five conflicting records behind.
A tap to confirm, never a blank form
When a field is genuinely unclear, the agent flags it for a one-tap confirmation instead of guessing silently or forcing you to fill it in cold.
"I used to lose an hour every night rebuilding my day from memory into the CRM. Now I talk for twenty seconds in the car and it's already there when I check the next morning."
The end-of-day data-entry ritual, gone.
Auto-capture doesn't add a step to your day — it removes one. Here's the habit it's built to end.
The old way
- Reps reconstruct the day's meetings from memory, hours later
- A blank multi-field form for every single deal
- Details lost between the meeting and the keyboard
- Five people, five slightly different versions of the same deal
With auto-capture
- The deal is logged the moment the rep talks about it
- A one-tap confirmation, only when something's unclear
- Details captured while they're still fresh, not reconstructed
- One matched, merged record — not five conflicting ones
What people ask about auto-capture.
No. Auto-capture is built to remove the form entirely. You speak a voice note, forward an email, or type one quick line, and an agent turns it into a structured deal. The only tap you make is confirming anything genuinely ambiguous.
Every captured deal is editable, and low-confidence fields are flagged for a one-tap confirmation before they're treated as fact. Nothing gets buried as silently "correct" — you always see what the agent inferred.
No. When multiple notes, emails or reps touch the same contact or opportunity, piRevenue's agents match and merge them into one deal instead of creating near-identical copies.
Auto-capture is built for the languages our field teams already work in. Voice and text capture supports major regional languages; coverage is expanding as we roll out to new markets.
Conversation and messaging-channel capture, including WhatsApp, are on our public roadmap and not available today. Auto-capture currently works from voice notes, forwarded email and direct entry.
Once a deal is captured, here's what happens next.
Deals don't go quiet
Agents flag a stall and draft the nudge — the rep sends it with one tap.
Live forecastThe number updates itself
Every captured deal feeds a weighted forecast, built from real activity.
Human-in-the-loopAI never closes the deal
Capture feeds the agents — but every outbound word still waits on a person.
Stop feeding the CRM. Watch it feed you.
See auto-capture on your own pipeline. Start free in an afternoon, or book time with us.