CallLedger

CallLedger is a web app (with optional Chrome extension) that turns sales calls, emails, and meeting notes into a searchable “commitment ledger” for each opportunity. It automatically extracts customer-stated requirements, vendor promises, pricing/term commitments, stakeholders, and next steps, then flags mismatches between what was said and what’s in the CRM or proposal. Revenue leaders get a deal-risk dashboard showing the top reasons deals slip: missing mutual action plans, unconfirmed decision criteria, unaddressed legal/security blockers, and unowned next steps. Reps can generate a one-page “Deal Truth Summary” to send internally before forecast calls. This is not a generic conversation intelligence clone; it’s focused on preventing forecast fiction by anchoring every stage to verifiable commitments and evidence. Integrations: Salesforce/HubSpot, Gmail/Outlook, Zoom/Teams, and common CPQ/proposal tools.