Built and livePrivate AI serverFirst customer onboarding now

Every call captured. Every lead worked. Nothing slips.

BUDI listens to each sales call, fills the CRM your team never has time for, and fires the follow-up on its own.

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BUDI · the rep’s AI sidekick

call in progress

04:12

BUDI extracting0 / 9 fields

Prospect: ···
Interest: ···
Budget: ···
Decision maker: ···
Current tool: ···
Pain point: ···
Urgency: ···
Objection: ···
Next step: ···

writing to CRM…live

Sample extraction. Field names match the live product.

What BUDI captures

The fields BUDI pulls from every call.

Over ten data points, lifted clean from the conversation and written into your CRM. Nobody types a note.

Pulled from every call

Prospect nameContact infoProduct interestBudgetDecision makerCurrent solutionPain pointsObjectionsUrgencyNext stepsProspect nameContact infoProduct interestBudgetDecision makerCurrent solutionPain pointsObjectionsUrgencyNext steps

The leak

Deals don’t die during the call. They die after it.

The work that wins a client happens in the hours after they hang up. That’s exactly where the cracks are.

The call happens, then nothing

A prospect spends twenty minutes on the phone. The next morning nobody remembers what they wanted or what was promised. The detail is gone.

Manual CRM entry never gets done

Reps close calls, they don't type forms. Half the records sit empty. The pipeline looks healthy until someone tries to work it.

Follow-up slips a day, then a week

A lead that hears nothing in 24 hours goes cold. With no system firing the next touch, the warm ones cool off while everyone's busy.

The pipeline

One call goes in. A worked, followed-up deal comes out.

BUDI runs the whole stretch between hanging up and following up, so your team spends its time selling instead of feeding a CRM.

STEP 01
Your rep makes the call
They talk to the prospect the way they always have. Nothing changes about the conversation.
STEP 02
BUDI listens and extracts
Every call is captured, transcribed, and read. BUDI pulls the details into structured fields, clean.
STEP 03
The CRM fills itself
The record lands fully populated. No one types it in. The pipeline stays accurate on its own.
STEP 04
Follow-up fires on its own
Welcome, document request, next touch, post-close review. The right message goes out on the right day.

What you get

Sales infrastructure, set up and run for you.

Not a tool you have to learn and babysit. A working system we configure, wire to your calls, and keep tuned.

Your CRM, fully configured

We build the CRM around your stages and keep it filled. You start with a system that already works, not a blank one.

Transcription on every call

Every call gets recorded and transcribed, searchable later. Nothing rides on someone's memory.

Automated data extraction

BUDI reads each transcript and pulls the details into structured fields. Over ten per call, no typing.

Email + SMS automation

Welcome notes, follow-ups, and renewal touches go out on schedule. The client hears from you on time.

Weekly pipeline reporting

A clear read on where deals stand and which reps are moving them, delivered every week. No exports.

Ongoing optimization

We tune the sequences and extraction against your real calls. The system sharpens the more your team uses it.

The math

One system instead of five line items.

Most teams already pay for pieces of this, scattered across vendors that don’t talk to each other. RetainmentPro replaces the stack with one setup that actually connects.

Call recording and transcription tools
A separate AI note-taker
Manual data-entry hours
A patchwork of email and SMS automations
The reporting someone builds by hand each week

Tooling it replaces

$19k–30k/ year

in scattered tools per location, folded into one running system.

What it costs

Setup

$2.5k–5k

one time

Monthly

$500–1.5k

per month

Final pricing depends on team size and call volume. We scope it on the call.

Why it holds up

Private by design. Sharper every week.

Your data never leaves

RetainmentPro runs on its own private AI server. Recordings and client details stay inside the system. Nothing gets handed to a third-party model.

Trained on real sales calls

BUDI learns from real conversations, not generic data. The extraction gets sharper the more your team uses it.

Built and live, not a deck

This is a running product with the first customer onboarding now. You're joining something that already works, early.

Beta access

Get RetainmentPro running on your team.

We’re bringing on a small group while the first deployment is live. Tell us about your team and we’ll set up a call to walk through it and scope the setup.

We reply within one business day.
No card, no commitment to look.
Your details stay private. No spam, no sharing.