Every customer meeting prepared, documented and tied to the account.
Phano prepares your CSMs and Account Managers before the call, assists during it, writes the recap after, updates the CRM and feeds everything back into the account diagnostic. Without opening one more tab.
Say this now
Restate the reporting-module need before talking price.
Commitment captured
You promised a technical demo before Friday.
To verify
The customer says "3x slower": cross-check against usage data.
Before, during, after: the full meeting cycle.
You drive nothing by hand. The meeting is detected from your calendar, matched to the right account, and each step fires at the right moment.
Before: the brief lands on your channels
As soon as a customer meeting is spotted in your calendar, an actionable brief is delivered to Slack, Teams or email: account context, latest signals, points to cover. No recording, no need to open Phano.
Brief before your 11am call
Account · €85,000 ARR · Health 58/100
Objective
Secure the renewal, open the upgrade conversation.
Keep in mind
- •Adoption declining on 2 key modules
- •Renewal in 22 days, quote not opened yet
- •Last sponsor exchange 6 weeks ago
Watch out
The economic buyer has not replied to the last 2 emails.
During: the assistant joins and follows the call
With participant consent, an assistant joins the meeting, transcribes the exchange and offers discreet, contextual suggestions grounded in the account's CRM context.
Say this now
Restate the reporting-module need before talking price.
Commitment captured
You promised a technical demo before Friday.
To verify
The customer says "3x slower": cross-check against usage data.
After: recap and CRM updated
The recap is written automatically, structured and tied to the account. Your CRM fields are enriched with no re-entry: next step, key points, commitments.
To: sponsor@account
Meeting recap · June 1 call
AI-generatedSummary
Adoption review, renewal status and an opening on the Enterprise upgrade.
Key points
- •Renewal confirmed in principle
- •Needs faster reporting
- •Upgrade budget to validate on the sponsor side
Next step
Technical demo of the reporting module before Friday.
CRM updated: next step, key points and commitments, with no re-entry.
Phano is writing…The recap enriches the account diagnostic
What was said in the meeting feeds the composite diagnostic: new risk, expansion or relationship signals are factored into the very next analysis.
The time you spend preparing and documenting, taken over by Phano.
Not another transcriber. A module that covers the meeting end to end and ties it back to account intelligence.
Preparation without the research
The brief pulls account context and the latest signals before every meeting: you show up prepared without digging through the CRM.
In-call assistance
Discreet, contextual suggestions during the meeting, grounded in the account's real history, never intrusive.
Automatic documentation
The recap is written for you, structured and usable. No more notes to redo in the evening.
CRM updated with no data entry
Next step, key points and commitments flow into your CRM automatically, with no double entry.
Transcription enriched with your context
The transcription receives your accounts' vocabulary (names, products, jargon) to recognize those terms better than a generic transcription.
Compliant by design
Consent announcement to participants, logged legal basis, bounded retention and effective purge, aligned with the GDPR.
Included in Standard, billed on real usage.
Briefs and recaps are unlimited. Live coaching is billed on the time actually used, with an included quota, no commitment.
30 h
of live coaching included
€1.50
per 30-min block afterwards
Unlimited
Briefs and recaps
Quota and rates visible before any overage, a clear block at the cap, no billing surprises.
Frequently asked questions
No. The pre-meeting brief and the account matching require no recording. The in-meeting assistant and the automatic recap do rely on recording the call, always with a consent announcement to participants.
As soon as the assistant joins the call, an announcement informs participants that an AI assistant is present. The legal basis used is legitimate interest, and any participant can object to the recording. The announcement and objections are logged.
Yes. The recap is tied to the right account and your CRM fields (HubSpot, Salesforce, Pipedrive) are enriched automatically: next step, key points and commitments flow in with no re-entry.
Retention is bounded and purged automatically at the deadlines. GDPR access and erasure rights apply to recordings, transcripts and analyses. Full details are on our compliance pages.
Prepare, document and tie every meeting to your accounts.
Connect your calendar and CRM. The brief arrives before the meeting, the recap after, and everything enriches the account diagnostic.