{"id":8312,"date":"2025-09-10T09:16:58","date_gmt":"2025-09-10T07:16:58","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=8312"},"modified":"2026-04-09T20:33:02","modified_gmt":"2026-04-09T18:33:02","slug":"automatic-call-analysis-in-crm-how-planfix-ai-keeps-an-eye-on-your-sales-team","status":"publish","type":"post","link":"https:\/\/planfix.com\/blog\/use-cases\/automatic-call-analysis-in-crm-how-planfix-ai-keeps-an-eye-on-your-sales-team\/","title":{"rendered":"Automatic Call Analysis in CRM: How Planfix AI Keeps an Eye on Your Sales Team"},"content":{"rendered":"<div class=\"breadcrumbs \" typeof=\"BreadcrumbList\" vocab=\"https:\/\/schema.org\/\"><span property=\"itemListElement\" typeof=\"ListItem\"><a property=\"item\" typeof=\"WebPage\" title=\"Go to Planfix.\" href=\"https:\/\/planfix.com\/blog\/\" class=\"home\" aria-current=\"page\"><span property=\"name\">Planfix<\/span><\/a><meta property=\"position\" content=\"1\"><\/span><\/div>\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/p.pfx.so\/pf\/BR\/Akp7KM.png\" alt=\"Planfix AI Analyzes Calls\" title=\"Planfix AI Analyzes Calls | Planfix\"\/><\/figure>\n\n\n\n<div class=\"wp-block-aioseo-table-of-contents\"><ul><li><a href=\"#aioseo-planfix-ai-call-analytics-software-in-action\">Planfix AI Call Analytics Software in Action<\/a><\/li><li><a href=\"#aioseo-customizing-sales-call-analysis-in-planfix\">Customizing Sales Call Analysis in Planfix<\/a><\/li><li><a href=\"#aioseo-call-analysis-report-building-actionable-reports\">Call Analysis Report: Building Actionable Reports<\/a><\/li><li><a href=\"#aioseo-quick-recap\">Quick Recap<\/a><\/li><\/ul><\/div>\n\n\n\n<p>Picture the scene: Your sales department is buzzing like a coffee-fueled beehive. Managers are chatting with clients, phones are ringing off the hook, and deals are being closed left and right. Somewhere in the middle of this chaos sits the head of sales, staring at a mountain of tasks in&nbsp;<a href=\"https:\/\/planfix.com\/crm\/\" target=\"_blank\" rel=\"noreferrer noopener\">CRM<\/a>. The first thing on their list? Finding out how the team is doing on those client calls.<\/p>\n\n\n\n<p>Back in the day, this meant listening to hours of call recordings, trying to figure out who was sticking to the script and who was going into improvement mode. Now, Planfix AI can do the job in a fraction of the time.<\/p>\n\n\n\n<p>This powerful tool automatically answers the call and analyzing the conversation with the client. It\u2019s quick, easy, and headache-free.<\/p>\n\n\n\n<p>Let\u2019s imagine that a manager is on the phone with a client.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cGood afternoon! This is Alex from Planfix. We&#8217;re developing a system for managing projects and tasks. Do you have a minute for a chat?\u201d<\/p>\n<\/blockquote>\n\n\n\n<p>It\u2019s a pretty solid opening. Now, imagine that Planfix AI is on the call as well. It immediately kicks in and starts analyzing the transcribed conversation, observing how the manager asks questions, pitches the product, and directs the call toward the next step.<\/p>\n\n\n\n<p>The manager starts to pitch the service, but then comes the classic client response:<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cWe simply don\u2019t have time to develop a new system at the moment.\u201d<\/p>\n<\/blockquote>\n\n\n\n<p>What now? At this point, a savvy manager might offer a demo at a more convenient time for the client.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u201cWe can set up a quick demo whenever it works for you. We\u2019ll only cover what is relevant to you. It shouldn\u2019t take longer than 15 minutes. How about tomorrow at 2 pm?\u201d<\/p>\n<\/blockquote>\n\n\n\n<p>The client says, \u201cLet\u2019s do it next week,\u201d and the deal\u2019s almost in the bag.<\/p>\n\n\n\n<p>But the manager has forgotten a few things. He hasn\u2019t confirmed the client\u2019s company details or determined the best way to send the demo materials.<\/p>\n\n\n\n<p>Planfix AI catches all that and adds a little note to the report. The manager did great, but there\u2019s always room for improvement.<\/p>\n\n\n\n<p>By now, it shouldn\u2019t be hard to see just how helpful this could be, but let\u2019s take a closer look at exactly how it works.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-planfix-ai-call-analytics-software-in-action\"><strong>Planfix AI Call Analytics Software in Action<\/strong><\/h2>\n\n\n\n<p>We recently introduced something cool to <a href=\"https:\/\/planfix.com\/blog\/use-cases\/planfix-ai-because-sometimes-you-dont-have-time-to-listen\/\" title=\"\">Planfix AI: speech recognition<\/a>. This innovation allows it to listen to your calls (in a non-creepy way), convert them to text, and even start analyzing them for you.<\/p>\n\n\n\n<p>You\u2019ll find all the magic switches under \u201cAccount management\u201d\u2013\u201cPlanfix AI\u201d\u2013\u201cSpeech recognition.\u201d<\/p>\n\n\n\n<p>First, a little tip. Before you can start analyzing calls,&nbsp;<a href=\"https:\/\/planfix.com\/features\/contacts\/\" target=\"_blank\" rel=\"noreferrer noopener\">contacts<\/a>, you need to activate speech recognition. No speech = nothing to analyze. It&#8217;s as simple as that.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/VH\/tvf8lH.png\" alt=\"Setting Up Automatic Speech Recognition and Call Analysis\" title=\"Setting Up Automatic Speech Recognition and Call Analysis | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>After activation, Planfix automatically sets up the \u201cCall analysis\u201d Data Tag and the \u201c<a href=\"https:\/\/planfix.com\/features\/telephony\/\" target=\"_blank\" rel=\"noreferrer noopener\">Telephony<\/a>&nbsp;\u2013 Call Analysis\u201d&nbsp; report for you \u2013 no additional clicks required.<\/p>\n\n\n\n<p>The Data Tag and Report contain the following fields:<\/p>\n\n\n\n<p>\u25cf&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;Date<\/p>\n\n\n\n<p>\u25cf&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;Employee<\/p>\n\n\n\n<p>\u25cf&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;Contact<\/p>\n\n\n\n<p>\u25cf&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;Call topic<\/p>\n\n\n\n<p>\u25cf&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;Keywords<\/p>\n\n\n\n<p>\u25cf&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;Overall dialog tone<\/p>\n\n\n\n<p>\u25cf&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;Call (outcome) status<\/p>\n\n\n\n<p>\u25cf&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;Incidents \/ critical issues<\/p>\n\n\n\n<p>\u25cf&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;Recommended next steps for the manager<\/p>\n\n\n\n<p>Just flip on voice recognition and&nbsp;phone call analytics, let the first few calls roll in, and open the report.<\/p>\n\n\n\n<p>Of course, all these AI assistants use credit. But don\u2019t worry, you\u2019re not starting from scratch. Each account comes with a small starter pack. After that, you can top it up as you wish. <a href=\"https:\/\/planfix.com\/help\/Planfix_AI\" target=\"_blank\" rel=\"noopener\" title=\"\">Credits come in packs<\/a>, last for a month, and what you don\u2019t use keeps going. Nothing disappears at the end of the month (we\u2019re not monsters, after all).<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-customizing-sales-call-analysis-in-planfix\"><strong>Customizing Sales Call Analysis in Planfix<\/strong><\/h2>\n\n\n\n<p>You can also customize the call analysis by optimizing the data tags and adding the necessary fields. Simply edit the current setup, and any new fields you add will be filled in automatically. (NOTE: At the moment, this works with fields like String, Text, and Value Set)<\/p>\n\n\n\n<p>But that\u2019s not all! You can also give Planfix AI a few additional hints on how to handle each field. Let\u2019s say you want all fields to be filled in with simple \u201cYes\u201d or \u201cNo\u201d answers:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/ND\/qt4ShR.png\" alt=\"Additional Instructions for Filling Out Call Analytics\" title=\"Additional Instructions for Filling Out Call Analytics | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>Of course, you can write your instructions for each field. Just describe in simple language how you want it filled in, and Planfix AI will get it done.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-call-analysis-report-building-actionable-reports\"><strong>Call Analysis Report: Building Actionable Reports<\/strong><\/h2>\n\n\n\n<p>As mentioned above, after activating call analysis, Planfix automatically generates both data tags and a report with a set of predefined fields. You can use the report immediately, as it pulls the data directly from the data tags.<\/p>\n\n\n\n<p>However, if you decide to tweak the default data tags and add new fields, you will also need to update the report. But this is easy, too! Simply add new columns to match your new fields.<\/p>\n\n\n\n<p>When you\u2019re done, your report might look something like this:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/5t\/KsVadE.png\" alt=\"Example of a Call Analysis Report\" title=\"Example of a Call Analysis Report | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p>Each column in the report corresponds to a field in your call data tags. So, if you add the right fields with clear names, you&#8217;ll end up with a report that\u2019s easy to read, easy to analyze, and free of all the usual clutter.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-quick-recap\"><strong>Quick Recap<\/strong><\/h2>\n\n\n\n<p>Just a little reminder that you\u2019ll need&nbsp;<a href=\"https:\/\/planfix.com\/help\/AI_credits\" target=\"_blank\" rel=\"noopener\" title=\"\">AI credits<\/a>&nbsp;to keep the magic going.<\/p>\n\n\n\n<p>We understand that AI remains uncharted territory for some individuals. But trust us, Planfix AI&nbsp;conversation analytics software&nbsp;could be your new best friend. As you can see, it has the potential to save you tons of time. All you have to do is try it out.<\/p>\n\n\n\n<p>So, give it a try, and let\u2019s make sales even stronger!<\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-background wp-element-button\" href=\"https:\/\/planfix.com\/signup\/\" style=\"background-color:#f06291\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-white-color\">Start your 14-day trial today<\/mark><\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Picture the scene: Your sales department is buzzing like a coffee-fueled beehive. Managers are chatting with clients, phones are ringing off the hook, and deals&#8230;<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_s2mail":"yes","footnotes":""},"categories":[12],"tags":[304,438,40,462],"class_list":["post-8312","post","type-post","status-publish","format-standard","hentry","category-use-cases","tag-automation","tag-contact-management","tag-crm","tag-planfix-ai"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/8312","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/comments?post=8312"}],"version-history":[{"count":10,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/8312\/revisions"}],"predecessor-version":[{"id":10596,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/8312\/revisions\/10596"}],"wp:attachment":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/media?parent=8312"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/categories?post=8312"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/tags?post=8312"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}