FundzKnowledge Base
Outreach

AI Call Notes & your Activity record

Hang up and the notes are done. Fundz transcribes your calls, writes the summary, logs the outcome and suggests the next step, then keeps every touch on one Activity record. You sell; it does the bookkeeping.

What it is

Every outreach touch you make in Fundz (calls, SmartSend sequences, mobile reveals, watchlist moves) is logged automatically to your Activity record. No data entry, no CRM homework.

Turn on AI Call Notes and it goes further: when a click-to-call conversation ends, Fundz transcribes the recording, writes a two-line summary, classifies what happened (meeting booked, voicemail, not interested…), and suggests your next step, shortly after you hang up. The conversation itself becomes the record.

How it works

  1. 1
    Turn on recording once under Account → Caller ID → Call recording & AI call notes. It is off by default and entirely your choice.
  2. 2
    Place calls normally with Click-to-Call. Nothing changes about the call itself.
  3. 3
    When you hang up, Fundz transcribes the call and writes the summary, outcome and next step onto the call's card in Activity and on the contact.
  4. 4
    Tap ✓ Right to confirm the AI's read or ✗ Wrong to remove it. One tap either way.
One call, one card

The dial, the AI's read, and your confirmation all fold into a single card: "Called · 2:31 · Prospect agreed to a demo Tuesday → Send the invite · ✓ AI + you confirmed." Your feed reads like a call journal, not a server log.

The Activity page

Every touch, one timeline

Calls, SmartSends, reveals and outcomes in one reverse-chron feed, filterable by type, each row linking back to the company.

Your month at a glance

The header counts this month's calls, emails, reveals, replies and meetings: the receipt for what your outreach produced.

One-tap outcomes

On any contact: ↩ Replied · 📅 Meeting · ✕ Not interested. Or just tellTalk to Fundz, "Acme replied, meeting Friday", and it is recorded.
You control recording and consent

Recording is per-rep and off by default. Call-recording laws vary by state, and many (California, Florida, Washington, Pennsylvania, Illinois and others) require everyone on the call to consent. By turning it on you confirm you'll obtain consent where required, for example by telling the prospect the call may be recorded. With recording off, calls work exactly as before and nothing is recorded.

Availability

Your Activity record is always on. AI Call Notes is included on Pro and Strategic wherever Click-to-Call is available. There is no per-minute charge and no setup beyond the one toggle.

Why this matters

Reps lose deals to forgotten follow-ups, not bad conversations. When the notes, outcome and next step write themselves, nothing falls through, and everything your outreach produced this month is on one page.

Last updated September 2026

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