Call recording for sales teams — how NerdCRM auto-links every call to the right deal
NerdCRM uses a free Windows MicroSIP agent to upload recordings direct-to-S3 and match them to deals and contacts by phone number. Included at $4/user/month.
NerdCRM records calls through a free MicroSIP Windows agent, uploads them direct-to-S3 via presigned URL, and attaches each recording to the matching deal and contact by phone-number match. No manual tagging, no third-party VoIP add-on. Included at $4/user/month.
Call recording, auto-linked to deals
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
- MicroSIP — your sales reps install the free MicroSIP softphone on Windows.
- NerdCRM recorder agent — a tiny Windows binary we ship runs in the system tray. It watches your recording folder.
- Direct-to-S3 — every new recording is uploaded via a short-lived presigned URL signed by our API. The agent never holds AWS keys.
- Phone-number match — the API queries your contacts and deals for a record whose phone matches the dialed number.
- Auto-link — the recording attaches to the matched deal’s activity timeline. If nothing matches, it lands in the unmatched bin.
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, by topic, by stage — recordings are filterable by deal stage and rep
- 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
- 10 GB rolling storage per user is included at $4/seat
- 12-month retention by default; configurable per org
- At our default audio compression (Opus 24 kbps mono) that’s ~900 hours per user — comfortable headroom for a heavy outbound profile
- Overage is $0.05/GB/month, billed only after a conversation. Never a surprise charge.
Security model
- Recordings live in private S3 buckets with server-side encryption
- Listening uses presigned URLs scoped to a single object and a 15-minute lifetime
- The recorder agent has no AWS 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 workstation: install MicroSIP, install the agent, paste the org’s recorder token. After that, recording is automatic. See the setup guide for screenshots.
Try it without installing anything
The live demo is seeded with five sample call recordings already attached to deals. Listen to them, click around the timeline, watch how it feels. No signup required.
Frequently asked questions
What softphone do I need?
MicroSIP — a free, lightweight Windows softphone. We ship a small Windows agent that watches your recording folder and uploads each new file. Mac/Linux support is on the roadmap; today the recorder is Windows-only.
Where do recordings get stored?
Private AWS S3 buckets, server-side encrypted. The recorder agent never sees AWS credentials — only short-lived presigned URLs, signed per upload by our API. Listening uses the same presigned-URL flow.
What happens to recordings after the retention period?
Default retention is 12 months. After that, recordings are removed by a daily cleanup job that drops both the S3 object and the database row. You can adjust retention per organization in admin settings.
How does the phone-number match work?
The recording's metadata includes the dialed number. On upload, the server normalizes the number and queries contacts and deals scoped to your org. The first match attaches the recording. If no match is found, the recording lands in an unmatched bin you can review.
Can I download recordings?
Yes. From the activity timeline, click the recording to listen or download. Exports include the audio file plus a JSON metadata bundle with timestamps and the linked entities.
Does this work outside the US / BD?
Yes. Phone-number normalization handles E.164 globally. We have customers in the US, UK, BD, and the Middle East.
See it in action
A read-only demo with phone-heavy sales data, ready in one click. No signup required.