Feature
Call recording for sales teams — how NerdCRM auto-links every call to the right deal
NerdCRM records calls from MicroSIP on Windows or Nerd Dial on Mac, uploads them to private cloud storage, and matches each one to its contact and deal by phone number. Included at $4/user/month.
NerdCRM records calls through a softphone on each rep's computer (MicroSIP on Windows with a small uploader we ship, or Nerd Dial, our own softphone with the uploader built in, on Apple Silicon Macs). Each recording goes straight to private cloud storage and is attached to the contact and deal whose phone number matches the call. No manual tagging and no VoIP add-on. Included at $4/user/month, with 100 free recordings to try it.
If your sales team makes 30+ calls a day, the recordings are the most useful artifact you produce. They’re also the most likely to be lost. NerdCRM solves this by recording, uploading, and linking each call without anyone tagging anything.
How it fits together
- A softphone that records. On Windows, reps use the free MicroSIP softphone. On Apple Silicon Macs, they use Nerd Dial, our own softphone (a Windows version of Nerd Dial is coming soon). Both work with any SIP provider or PBX.
- The NerdCRM uploader. On Windows, a small program we ship runs in the system tray next to MicroSIP and watches the recordings folder. On a Mac it is built into Nerd Dial.
- Direct-to-cloud upload. Each new recording is uploaded with a short-lived signed link issued by our API. The uploader never holds storage keys.
- Phone-number match. The API looks for a contact in your organization whose phone matches the dialed number.
- Auto-link. The recording becomes a call activity on that contact and their deals. If nothing matches, it appears under the Unlinked recordings filter so you can link it later.
What this gets you in practice
- Pull up any deal and hear the last three calls without searching for files
- Train new reps on real calls from your best closers
- See every dial, answered or not, on each rep’s daily activity timeline
- Settle disputes with prospects by replaying the actual conversation
- Audit which reps follow the script and which don’t, sampled at random
Storage and retention
- Recordings are kept for 45 days from the call, then deleted automatically
- No storage fee and no per-GB overage
- The AI call analysis and lead recommendation (with the AI Call Analysis add-on) stay on the contact after the audio is gone
Security model
- Recordings live in private S3 storage with server-side encryption
- Listening uses signed links scoped to a single recording with a 15-minute lifetime
- The uploader has no storage credentials and cannot list other recordings
- Org-scoped queries everywhere — your reps cannot see another org’s recordings even by URL guessing
Setup time
About 15 minutes per computer: an admin creates a recorder key for the rep and downloads a ready-made Windows installer, or Nerd Dial and its config file for a Mac; the rep installs and connects in a few clicks. After that, recording is automatic. The setup guide walks through it step by step.
Try it without installing anything
The live demo is a sample phone-heavy sales workspace with calls already linked to deals and contacts, so you can click around the timeline and see how it feels. No signup required.
Frequently asked questions
What softphone do I need?
On Windows, MicroSIP, a free and lightweight SIP softphone. On a Mac, Nerd Dial, our own softphone for Apple Silicon Macs (macOS 13 or later). On Windows you install a small NerdCRM uploader next to MicroSIP; Nerd Dial sends each new recording to the CRM by itself. A Windows version of Nerd Dial is coming soon.
Do I need a special phone provider?
No. Both softphones work with any SIP trunk, VoIP provider or PBX that gives you SIP credentials. NerdCRM does not sell call minutes; you keep your existing provider and rates.
Where do recordings get stored?
In private AWS S3 storage, encrypted at rest. The uploader never holds storage credentials, only short-lived signed upload links issued by our API. Listening uses the same short-lived signed links.
How long are recordings kept?
45 days from the call. After that they are deleted automatically by a daily cleanup job. There is no storage fee and no per-GB overage. With the AI Call Analysis add-on, the transcript summary, scores and lead recommendation stay on the contact after the audio is gone.
How does the phone-number match work?
The uploader reads the dialed number and call direction from the recording. The server normalizes the number and looks for a contact in your organization with the same number. If it finds one, the recording is attached to that contact (and to a scheduled call with them, which is then marked done). If not, it shows up under the Unlinked recordings filter in Activities so you can link it later.
Are unanswered calls tracked too?
Yes. The uploader also sends the softphone's call list, so every dial, answered or not, appears on the rep's daily activity timeline. That shows how many people a rep tried to reach, not only the calls that connected.
Does this work outside Bangladesh?
Yes. Phone numbers are normalized to the international E.164 format, so numbers from any country match as long as contacts are stored with their country code.
See it in action
A read-only demo with phone-heavy sales data, ready in one click. No signup required.
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