Just say what happened on the call. Verbatm creates the account, contact, opportunity, and follow-up task — automatically.
REC
verbatm.ai
0:23
"Just wrapped with Sarah at Acme Corp — she's interested in the enterprise plan. Create an opportunity for $48k, close date end of Q2, and follow up next Friday."
Creating Salesforce records…
Account
Acme Corp
Contact
Sarah M.
Opportunity
$48,000
Natively built for
Salesforce
What it does
Everything created. Nothing typed.
01
Auto-generate records
Accounts, contacts, leads, and opportunities created in your org from a single voice log.
02
Smart field mapping
Verbatm understands context — dollar amounts, close dates, next steps, and relationships.
03
Web & mobile
Log from your desk, your car, or right after a meeting. Any device, any time.
04
Tasks & follow-ups
Mention a follow-up date and Verbatm creates the task in Salesforce automatically.
05
No manual entry
Stop switching tabs. Speak what happened and get back to selling.
06
Instant sync
Records appear in your Salesforce org in seconds, ready for your team to see.
How it works
Three steps. Done.
1
Connect your org
Sign in with Salesforce OAuth. Your credentials are encrypted and never stored on our servers.
2
Speak your note
Record a voice note from the Verbatm app or website after your call or meeting.
3
Records created
Verbatm parses your note and creates every relevant Salesforce record in seconds.
Ready to stop typing?
Start free — no credit card required. Upgrade any time.
No credit card required to start
Simple, honest pricing
Start free. Upgrade when you're ready. No surprise bills.
Each time you record and submit a voice note to Verbatm, that counts as one log. One log can create multiple Salesforce records — an account, contact, opportunity, and task all from a single recording.
Is my Salesforce data secure? ↓
Yes. We connect to your Salesforce org via OAuth — your credentials never touch our servers. All tokens are AES-256 encrypted and we only request the minimum permissions needed to create records.
Can I cancel any time? ↓
Absolutely. Cancel any time from your account dashboard. You'll retain access until the end of your billing period. No cancellation fees.
Do you offer a free trial on paid plans? ↓
Yes — Pro and Teams plans include a 14-day free trial. No credit card required to start the trial. You'll only be charged if you decide to keep your plan after the trial ends.
What Salesforce editions are supported? ↓
Verbatm works with all Salesforce editions that support OAuth and the standard REST API — including Essentials, Professional, Enterprise, and Unlimited.