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Operations

Voice Notes & Transcription

Speak it; we'll write it up.

Overview

Record a voice note or upload call and meeting audio, and SwiftlyCRM transcribes it to text automatically, then polishes it with AI. Edit the transcript, keep it on the contact's timeline, and stay compliant — recordings auto-expire under your retention policy.

Key capabilities

  • In-browser voice recording
  • Upload existing audio files
  • Automatic speech-to-text (Whisper)
  • AI polish & inline editing
  • Attached to contact timelines
  • Consent capture on every recording
  • Configurable retention / auto-delete
  • Per-plan monthly minute allowances
app.swiftlycrm.com/voice-transcription