ForSales and RevOps teams

Your sales co-pilot for every call

DK
Calling Dan KimNorthwind · from your call list
● 03:42

Live note Wants to go live before peak season.

Records every call and meeting. Writes the follow-up. Fills the CRM. Tells you which deals will close.

The problem

Five tools. One deal.

The call is in the dialler, the meeting in Zoom, the notes in a doc, the deal in the CRM, the forecast in a spreadsheet. Nobody sees the whole story.

DiallerZoom and MeetNotesCRMForecast sheet
Borentis RemoteOne story per deal

Get hours back with AI automation

Save time on notes, calls and CRM entry

Win more with AI insight

Prioritise the right deals and raise win rates

Borentis Remote

AI Meeting Assistant

Save hours every week on notes, follow-ups and CRM entry. Ask anything about any meeting and get the answer with its source.

See it live

Every word, by speaker, searchable minutes after the meeting

Sales Dialler

Call from your list inside the Borentis web app. Every call is recorded, summarised and logged to the deal.

See it live

Work the day's call list without leaving the browser

Conversation Intelligence

Raise win rates and shorten ramp time with call scoring, coaching from evidence and the talk patterns behind every win.

See it live

Answers to buyer questions, on screen during the meeting

MCMaya ChenLOLena OrtizRSRaj SinghAJAmy Jones
DKDan Kim

Do you work with Salesforce?

Salesforce integrationPrajna · live answer
  • Two-way sync of calls, meetings and next steps to opportunities
  • Fields you choose are filled after every call
  • Set up by an admin in about 15 minutes

Source: Integration guide · Salesforce

👍👎Dismiss
MicVideoPeople 5ChatShareCaptionsEnd meeting

Revenue Intelligence

Forecast with confidence: risk alerts, methodology tracking, pipeline review and AI win-loss analysis on every deal.

See it live

Risk alerts from conversations and CRM activity

How it works

One deal, start to close.

Every call, recorded.Every meeting, understood.Follow-up and CRM, done.Risk, flagged early.The forecast, defended.

Saarthi · Capture

Dialler and meeting recorder

Every call and every meeting, on the record.

No notes. No lost calls.
  • Click to call from your lead list
  • Joins Zoom, Google Meet and Teams
  • Transcribed by speaker, in minutes
Prajna · Understand

Every call, understood

The summary, the scorecard and the moments that matter, the minute the call ends.

  • Scored against your playbook
  • Talk ratio, questions, monologues
  • Pricing, competitors and next steps marked
Recorded meeting · Zoom · 12 Sep · 32:14Northwind Logistics · Discovery call
MCDKLOScored 84 / 100
MCMaya Chen
DKDan Kim
● REC

“If you can get us live before the peak season, we would move this quarter.”

PainPricingCompetitorSecurityNext steps
Maya ChenAccount executive
Dan KimNorthwind, VP Ops
Lena OrtizNorthwind, Finance
Talk ratio43%In range
Longest monologue1:52Good
Questions asked11Good
Next steps setYesDated
SummaryTranscriptAsk
Pain
Carrier invoices checked by hand; 3 days per month-end.
Budget
Approved for this financial year, owner is Finance.
Timeline
Live before peak season, decision by 30 Sep.
Decision
Dan decides, Lena signs off on price.
Next step
Security review with IT on 18 Sep.
Competitor mentionedPricingSecurity reviewTimeline
Prajna · Ask anything

Ask Prajna

Ask any question about any deal. Get the answer and the source.

No more “how did that call go?”
  • Across calls, meetings, emails and CRM
  • Every answer cites the moment
  • Briefs before every meeting
P
Ask PrajnaAnswers from your calls, meetings, emails and CRM
What is blocking the Acme Health deal?

Two things, both from the last two weeks.

1. The CFO has not been in a meeting. Pricing was raised twice and parked each time until finance joins.

2. A competitor is in the evaluation. Their champion asked for a side-by-side on reporting.

Suggested next step: send the CFO a two-page ROI summary and book 30 minutes this week.

Meeting · 12 Sep · 14:32Call · 19 Sep · 03:10Email · 21 Sep
Ask about any deal, account or rep…↑
Cadence · Act

Follow-up and CRM, done

The email is written and the CRM is updated before the rep opens a new tab.

  • Drafts in the rep's own voice
  • Email or WhatsApp, one click
  • Fields and next steps written back
Drafted from the 12 Sep meetingFollow-up
ToDan Kim; Lena Ortiz
SubjectNorthwind: going live before peak season

Hi Dan, Lena,

Thanks for the time today. You want invoice checks off your team's month-end before peak season, with finance signing off on price.

Next step is the security review with IT on 18 Sep. I have attached the pack and a plan to be live in four weeks.

Maya

SendEditSend on WhatsApp
CRM updatedOpportunity · Northwind
Next stepSecurity review, 18 Sep
Close date30 Sep
BudgetApproved, this year
Decision makerDan Kim
CompetitorMentioned on the call
For RevOps and sales leaders

Deal boards and forecast

See every deal's real activity and risk. Call the quarter with confidence.

  • Warnings before the deal slips
  • Commit, most likely and best case
  • AI projection against target
Deal board · Maya Chen's team · This quarterPipeline
All dealsCommitMost likelyBest case
Open pipeline$1.84M42 deals
Commit$620K11 deals
Most likely$910K16 deals
At risk$431K3 deals
DealAmountStageActivity, last 10 weeksWarningsForecast
Northwind LogisticsSecurity review 18 Sep$84,000ProposalClose 30 SepOn trackCommit
Acme HealthFollow up with CFO$126,000NegotiationClose 15 OctNo reply 9 daysMost likely
Globex RetailDemo to IT$52,500DiscoveryClose 31 OctOn trackBest case
Initech LabsMeet the COO$210,000ProposalClose 20 OctSingle-threadedMost likely
Vertex FoodsOrder form sent$38,000NegotiationClose 05 OctOn trackCommit
Helio EnergyPilot scope call$95,000EvaluationClose 28 OctClose date moved twiceBest case
CallMeetingEmail
Forecast · Q4 · TeamOn track to 92% of target
Updated from every call
Target$2.40M
Closed won$1.32M
Commit$620K
AI projection$2.21M
Closed wonCommitBest case
Persona · Teach

Coaching at scale

Coach the step each rep misses, with the call that proves it.

Your best rep, teaching everyone
  • Team stats against healthy ranges
  • A coaching inbox for feedback
  • Role-play built from real calls
Coaching · Your team · Last 30 daysTeam stats
Talk ratioQuestionsMonologue
Maya Chen43%
Sam Ortiz61%
Priya Nair47%
Leo Brandt68%
Ava Morris51%
Coaching inbox · feedback requested
SO
Sam OrtizDemo · Globex
71Review ›
PN
Priya NairNegotiation · Vertex
88Review ›
LB
Leo BrandtDiscovery · Helio
62Review ›
Twelve modules, one platform

Everything a revenue team runs on.

01Dialler

Click to call from the lead list. Every call recorded.

02Meeting recorder

Joins Zoom, Meet and Teams. Transcribed by speaker.

03AI summaries

Pain, budget, timeline, decision and next step, per call.

04Call scoring

Every call scored against your playbook, with evidence.

05Ask Prajna

Ask anything about a deal, account or rep. Sources cited.

06Follow-ups

Email and WhatsApp drafts written from the conversation.

07CRM autofill

Fields and next steps written back after every call.

08Deal boards

Every deal, its activity and its risk, on one board.

09Forecasting

Commit, most likely and best case, with an AI projection.

10Coaching

Talk ratio, questions, scorecards and a coaching inbox.

11Role-play

New reps practise against personas built from real calls.

12Market insights

Objections, competitors and themes across every call.

Everyone wins

One platform, four jobs done.

Reps

Sell, don't type

Notes, follow-ups and CRM updates written for you.

Sales managers

Coach the right moment

See which step each rep misses, and the call that shows it.

RevOps

Clean data, by default

Every field filled from the conversation, not from memory.

Revenue leaders

A forecast you can defend

Commit, risk and the reason behind every number.

Why teams choose Borentis Remote

All of it, without the heavy rollout.

Live in weeks

Not a quarter of setup and training.

Your playbook

Calls scored on your steps, not a generic model.

One product

Dialler, recorder, CRM updates and forecast together.

Proof on every number

Every score opens to the moment behind it.

Security and consent

Recorded with consent. Controlled by you.

  • Recording notice on every call and meeting
  • Recording on or off per team and meeting
  • Retention you set
  • Role-based access and SSO
  • Full audit trail
  • Encrypted in transit and at rest
Integrations

Works with the tools you already run.

Calendar
Google CalendarOutlookCalendly
Meetings
ZoomGoogle MeetMicrosoft Teams
Inbox and messaging
GmailWhatsAppSlackLinkedInIntercom
CRM
SalesforceHubSpotDynamics 365Zoho CRMLeadSquared
Automation, data and sign-in
ZapierMakePower BITableauGoogle SheetsDatabricksMicrosoft Entra ID
Borentis Remote
GuidesConversation intelligence and sales coaching, explained
FAQs

What sales teams ask first.

What is Borentis Remote?

Borentis Remote is a revenue intelligence platform and AI sales co-pilot for teams that sell over calls and video meetings. A dialler in the Borentis app and a meeting recorder for Zoom, Google Meet and Microsoft Teams capture every conversation. AI summarises and scores each one against your playbook, drafts the follow-up, fills the CRM, flags deal risk on a deal board, projects the forecast and shows managers where to coach.

How does the meeting recorder work?

It joins scheduled Zoom, Google Meet and Microsoft Teams meetings from the rep's calendar, records with a notice to participants, and produces a transcript by speaker, a summary, talk statistics and key moments such as pricing, competitors and next steps, usually within minutes of the meeting ending.

How does the dialler work?

Reps call from a list inside the Borentis app. Each call is recorded with a notice, transcribed and summarised, and the outcome, next step and follow-up date are filled from the conversation. Call attempts, connects and follow-up timing are tracked per rep and team.

What does the deal board show?

Every open deal with its amount, stage, close date, forecast category, the calls, meetings and emails over recent weeks, and warnings such as no reply, a single contact or a moved close date. Each warning opens to the moment behind it.

How is the forecast built?

From the forecast categories your reps set, the deals closed so far and an AI projection that reads the activity and risk on each deal. Managers see commit, most likely and best case against target, and which deals move the number.

Does it update our CRM?

Yes. After each call or meeting it writes the fields you choose, such as next step, close date, budget, decision maker and competitor, to Salesforce, HubSpot, Dynamics 365, Zoho or LeadSquared, and logs the activity against the right contact and deal.

What is Ask Prajna?

A question box over all of your calls, meetings, emails and CRM data. Ask what is blocking a deal, what a customer said about pricing, or which reps skip discovery. Every answer cites the calls and emails it came from.

How does coaching work?

Every call is scored against your playbook. Managers see talk ratio, questions asked, monologues and next steps per rep, a coaching inbox of calls where reps asked for feedback, and the steps each rep misses most. New reps can practise against personas built from your own calls.

How is recording consent handled?

Participants are told a call or meeting is recorded, recording can be switched off per team or meeting, retention is set by you, and access is role-based so reps see their own calls and managers see their teams.

How is Borentis Remote different from other call recording and revenue intelligence tools?

Borentis Remote scores every call against your own playbook rather than a generic model, puts the dialler, recorder, CRM updates and forecast in one product rather than several, and goes live in weeks. It is a separate product from Borentis Floor, the in-store conversation intelligence platform for retail floors, and serves teams that sell over calls and meetings.

Book a demo

Bring one deal. See every call, meeting and next step on it.

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