For sales
Call prep, follow-ups and a CRM that keeps up
Cachejay takes notes on your calls and your screen, filed by account. ChatGPT and Claude use them to prep your next call, write the follow-up and update the CRM.
Every part of the call, handled
Prep from the last call
What they asked for, who was there, and what you promised and haven’t done.
Notes with no bot
Transcribed on your Mac. Jot a few words and the notes are written around them.
Follow-ups in their words
The email is drafted from the transcript, so it repeats what the buyer actually said.
The CRM in one sentence
“Log today’s call and set the next step,” through ChatGPT’s or Claude’s connector.
Promises you made
Things you said you’d do on calls land in one to-do list.
Handoffs with context
Share an account with your team and the SE or CSM can search its call notes.
Friday's pipeline review, in one question
› which deals don't match what buyers said on calls this week? ⎿ cachejay · search_memory · list_meetings Acme: CRM says Proposal, but on Tuesday's call Raj said legal won't start until January. Northwind: CRM close date Oct 31; Dana said the SSO decision is due Nov 15. Want me to update both in HubSpot?
The long version, with a week of prompts: Cachejay for sales.
Questions
Does a bot join my calls?
No. Cachejay transcribes from your Mac’s audio and doesn’t keep the audio. Buyers don’t see a notetaker in the attendee list.
Does Cachejay write to HubSpot or Salesforce?
Not itself. ChatGPT or Claude does, through the connector you’ve already approved, and Cachejay tells them what happened on the call. HubSpot · Salesforce.
What about calls I take on my phone?
Cachejay only hears calls on your Mac. A call on your phone isn’t in it.
Can my manager see my screen?
No. On a team, each person picks which projects to share, and only those pages and call notes are shared. Teams.
Is recording calls allowed?
Rules differ by country, state and company. Tell people you’re taking notes and follow your company’s policy.
Stop explaining your day to ChatGPT
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