CRM with Call Tracking connects customer and prospect accounts to owned opportunities and the call evidence supporting each relationship. App Administrator maintains organization and membership information.
Opportunities in one list
Sales Manager reviews the qualification evidence and decides whether the opportunity is ready.
Every feature works on the same records. Pick one to see the screen your team works in.
Keep eligible counterparties and responsible people within the organization that owns the relationship.
Accounts
| Id | Name | Code | Contact name | Address | Eligibility note | |
|---|---|---|---|---|---|---|
| CALL-2026-301 | Bracken Hill Foods | BRACKEN-HILL | Nadia Mercer | 12 Cedar Road, Boise, ID | Primary buyer confirmed | |
| CALL-2026-302 | Cove Lane Furnishings | COVE-LANE | Felix Cruz | 77 Harbor Lane, Tacoma, WA | Consent preference recorded | |
| ACT-2026-118 | Elmstead Packaging Co. | ELMSTEAD-PKG | Sabrina Okoro | 4 Juniper Street, Reno, NV | Account verified by owner | |
| ATT-2026-052 | Fable Creek Clinics | FABLE-CREEK | Rafiq Bell | 305 Elm Way, Fresno, CA | Service agreement is active | |
| REV-2026-019 | Harborwell Supply House | HARBORWELL | Alma Chen | 91 Alder Avenue, Eugene, OR | Purchasing authority confirmed |
Review opportunity progress with its expected value, close date and evidence for the next stage decision.
Opportunities
| Record number | Subject | Counterparty | Owner | Expected value USD | Won at | |
|---|---|---|---|---|---|---|
| OPP-87059 | Bracken Hill service renewal | Tern Point Outfitters | Elisa Moretti | 510 | 03 Nov | |
| OPP-35578 | Cove Lane regional rollout | Tern Point Outfitters | Andre Brooks | 400 | 15 Oct | |
| OPP-22815 | Elmstead equipment upgrade | Elmstead Packaging Co. | Leena Rao | 130 | 13 Oct | |
| OPP-71840 | Fable Creek annual agreement | Tern Point Outfitters | Ronan Shea | 600 | 23 Oct | |
| OPP-41652 | Harborwell site expansion | Tern Point Outfitters | Omar Faris | 740 | 12 Oct |
Attach a completed call to its opportunity with provider identity, recorded consent and an independent decision.
Approval conditions
| Id | Parent | Organization | Provider call ID | Started at | Duration seconds | |
|---|---|---|---|---|---|---|
| CALL-2026-301 | Tern Point purchasing review | Northcove Client Group | CALL-4f81b2 | 25 Oct | 420 | |
| CALL-2026-302 | Fable Creek annual agreement | Fable Creek Partners | CALL-5c92d3 | 19 Oct | 150 | |
| ACT-2026-118 | Juniper Gate pilot program | Juniper Gate Solutions | CALL-6a13e4 | 15 Oct | 560 | |
| ATT-2026-052 | Bracken Hill service renewal | Mossfield Account Team | CALL-7b24f5 | 27 Oct | 790 | |
| REV-2026-019 | Elmstead equipment upgrade | Fable Creek Partners | CALL-8d35a6 | 03 Nov | 50 |
Keep relationship outcomes, dated follow-up and supporting files attached to the opportunity they explain.
Relationship activities
| Id | Parent | Line number | Activity type | Completed at | Outcome | |
|---|---|---|---|---|---|---|
| CALL-2026-301 | Tern Point purchasing review | 810 | Call | 22 Oct | Buyer requested revised quote | |
| CALL-2026-302 | Fable Creek annual agreement | 880 | Meeting | 21 Oct | Call connected; demo booked | |
| ACT-2026-118 | Fable Creek annual agreement | 70 | 17 Oct | Voicemail left with buyer | ||
| ATT-2026-052 | Tern Point purchasing review | 450 | Task | 22 Oct | Customer approved next meeting | |
| REV-2026-019 | Juniper Gate pilot program | 330 | Call | 23 Oct | Renewal terms discussed |
Keep the deciding person and reason tied to the opportunity version and action being reviewed.
Review decisions
| Id | Parent | Source revision | Decision | Decided at | Reason | |
|---|---|---|---|---|---|---|
| CALL-2026-301 | Tern Point purchasing review | 150 | Approve | 23 Oct | Consent verified before recording | |
| CALL-2026-302 | Tern Point purchasing review | 600 | Return | 22 Oct | Customer confirmed next step | |
| ACT-2026-118 | Juniper Gate pilot program | 120 | Approve | 17 Oct | Call notes match outcome | |
| ATT-2026-052 | Cove Lane regional rollout | 720 | Return | 23 Oct | Recording consent absent | |
| REV-2026-019 | Elmstead equipment upgrade | 730 | Approve | 23 Oct | Quote approval still pending |
Check the retained action outcome before retrying work or making a correction to completed scope.
Operation receipts
| Id | Parent | Operation key | Action | Expected revision | Result state | |
|---|---|---|---|---|---|---|
| CALL-2026-301 | Juniper Gate pilot program | call:2026-301:close | Complete call session | 640 | Pending | |
| CALL-2026-302 | Tern Point purchasing review | call:2026-302:consent | Record consent check | 780 | Failed | |
| ACT-2026-118 | Cove Lane regional rollout | opp:2026-118:review | Attach call summary | 450 | Needs review | |
| ATT-2026-052 | Harborwell site expansion | opp:2026-119:win | Update opportunity stage | 490 | Pending | |
| REV-2026-019 | Tern Point purchasing review | followup:2026-041 | Approve customer outcome | 760 | Failed |
From account selection to a reviewed customer outcome ships ready to use. 4 steps need a named approval before the work moves on: Qualification (Sales Manager), Proposal approval (Sales Manager), Call review (Sales Manager) and Customer outcome (Sales Manager).
Choose the eligible company and assign the relationship within the correct organization.
Review fit, ownership and relevant call evidence before moving the opportunity forward.
Prepare the proposal and next activity for a decision against the submitted version.
Review the completed call and recorded consent with a person independent of the submitter.
Retain the approved action's receipt before treating the call attachment as complete.
Review acceptance or loss evidence and preserve the reason for the closed outcome.
Open any opportunity to see its call sessions, the roles that work on it, its process stages and its approvals on one page.
Expected close date, Expected value USD, Probability percent and Owner.
Each line is linked to this opportunity.
Sales Manager, Auditor and Relationship Owner, each with their own permissions.
Account selection and Qualification, with the role that acts.
Qualification and Proposal approval, with who decides.
New
| Id | Parent | Provider call ID |
|---|---|---|
| CALL-2026-301 | Bracken Hill service renewal | CALL-4f81b2 |
| CALL-2026-302 | Elmstead equipment upgrade | CALL-5c92d3 |
| ACT-2026-118 | Elmstead equipment upgrade | CALL-6a13e4 |
Sales Manager reviews eligible submissions. For call attachments, the reviewing person must differ from the person who submitted the call.
Signed in as Sales Manager
| Decision | Approver | |
|---|---|---|
| QualificationReview fit, ownership and relevant call evidence before moving the opportunity forward. | Sales Manager | |
| Proposal approvalPrepare the proposal and next activity for a decision against the submitted version. | Sales Manager | |
| Call reviewReview the completed call and recorded consent with a person independent of the submitter. | Sales Manager | |
| Customer outcomeReview acceptance or loss evidence and preserve the reason for the closed outcome. | Sales Manager |
Everyone opens CRM with Call Tracking to the work that is theirs. Pick a role to see what it starts with.
Review eligible revisions independently and reconcile operational evidence.
This is the first screen this role sees.
Call sessions · Sales Manager
| Id | Parent | Organization | Provider call ID | Started at | Duration seconds | |
|---|---|---|---|---|---|---|
| CALL-2026-301 | Tern Point purchasing review | Northcove Client Group | CALL-4f81b2 | 25 Oct | 420 | |
| CALL-2026-302 | Fable Creek annual agreement | Fable Creek Partners | CALL-5c92d3 | 19 Oct | 150 | |
| ACT-2026-118 | Juniper Gate pilot program | Juniper Gate Solutions | CALL-6a13e4 | 15 Oct | 560 | |
| ATT-2026-052 | Bracken Hill service renewal | Mossfield Account Team | CALL-7b24f5 | 27 Oct | 790 | |
| REV-2026-019 | Elmstead equipment upgrade | Fable Creek Partners | CALL-8d35a6 | 03 Nov | 50 |
Read authorized evidence and reports.
This is the first screen this role sees.
Call sessions · Auditor
| Id | Parent | Organization | Provider call ID | Started at | Duration seconds | |
|---|---|---|---|---|---|---|
| CALL-2026-301 | Tern Point purchasing review | Northcove Client Group | CALL-4f81b2 | 25 Oct | 420 | |
| CALL-2026-302 | Fable Creek annual agreement | Fable Creek Partners | CALL-5c92d3 | 19 Oct | 150 | |
| ACT-2026-118 | Juniper Gate pilot program | Juniper Gate Solutions | CALL-6a13e4 | 15 Oct | 560 | |
| ATT-2026-052 | Bracken Hill service renewal | Mossfield Account Team | CALL-7b24f5 | 27 Oct | 790 | |
| REV-2026-019 | Elmstead equipment upgrade | Fable Creek Partners | CALL-8d35a6 | 03 Nov | 50 |
Maintain organization configuration and membership.
This is the first screen this role sees.
Accounts · App Administrator
| Id | Name | Code | Contact name | Address | Eligibility note | |
|---|---|---|---|---|---|---|
| CALL-2026-301 | Bracken Hill Foods | BRACKEN-HILL | Nadia Mercer | 12 Cedar Road, Boise, ID | Primary buyer confirmed | |
| CALL-2026-302 | Cove Lane Furnishings | COVE-LANE | Felix Cruz | 77 Harbor Lane, Tacoma, WA | Consent preference recorded | |
| ACT-2026-118 | Elmstead Packaging Co. | ELMSTEAD-PKG | Sabrina Okoro | 4 Juniper Street, Reno, NV | Account verified by owner | |
| ATT-2026-052 | Fable Creek Clinics | FABLE-CREEK | Rafiq Bell | 305 Elm Way, Fresno, CA | Service agreement is active | |
| REV-2026-019 | Harborwell Supply House | HARBORWELL | Alma Chen | 91 Alder Avenue, Eugene, OR | Purchasing authority confirmed |
Prepare assigned operational records and execute eligible reviewed actions.
This is the first screen this role sees.
Call sessions · Relationship Owner
| Id | Parent | Provider call ID | Started at | Duration seconds | Consent recorded | |
|---|---|---|---|---|---|---|
| CALL-2026-301 | Bracken Hill service renewal | CALL-4f81b2 | 19 Oct | 40 | ||
| CALL-2026-302 | Elmstead equipment upgrade | CALL-5c92d3 | 12 Oct | 600 | ||
| ACT-2026-118 | Elmstead equipment upgrade | CALL-6a13e4 | 16 Oct | 600 | ||
| ATT-2026-052 | Mossfield support extension | CALL-7b24f5 | 31 Oct | 930 | ||
| REV-2026-019 | Tern Point purchasing review | CALL-8d35a6 | 13 Oct | 830 |
Maintains user accounts and verifies the identity links needed for organization-scoped access.
Review pipeline position, recorded calls and unresolved actions using the underlying relationship evidence.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| New | 39 | ||
| Qualified | 10 | 26% | |
| Proposal | 3 | 30% | |
| Negotiation | 1 | 33% |
Sample totals per stage
What expected USD value remains in open stages, and how does the recorded probability affect the weighted view?
Which open opportunities have overdue or upcoming close dates, and who owns the follow-up?
Which completed calls are attached to each opportunity, with what recorded start dates and durations?
Which submitted sessions need an independent decision?
What do due dates, completion dates and recorded outcomes say about the next activity?
Which acceptance or loss facts explain the opportunity's closed outcome?
Which action and submitted version did each reviewer decide on, and what reason was recorded?
Which action results remain pending, failed or in need of review?
See how CRM with Call Tracking fits your kind of team.
Keep prospect calls and reviewed stage decisions attached to the opportunity the sales team is pursuing.
Preserve discovery outcomes and proposal evidence through a considered service-sales decision.
Review pipeline and call activity across authorized organizations while retaining each relationship's ownership.
Each stage, from account selection to a reviewed customer outcome, names the role that acts and the status it records, so a change is never anonymous.
Each stage, the role that acts and the status it records
Use Proto to prepare pipeline, call-review and reconciliation questions from your authorized records.
Set up connections through ERP.AI and Proto workflows, with every change logged.
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 10 tablesStart with one team and one process, then add the rest once the basics are running.
Select an active prospect with an identifiable account, assigned owner and completed call. Agree the organization that owns the opportunity.
App Administrator checks membership and Admin resolves authenticated account links. Assign a Sales Manager who is independent of the submitting owner.
Confirm the expected USD value, close date and qualification evidence. Agree proposal and customer-outcome review requirements.
Configure the provider handoff and the consent-recording process. Check the provider identifier, start date and duration on the call to be submitted.
Submit the call, record an independent decision and follow completion to its retained receipt. Test missing consent, duplicate identity and a changed submission.
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
Click Get started, then use Proto to configure CRM with Call Tracking for your business. Begin with an active opportunity and a completed call. Assign distinct owner and reviewer accounts, then rehearse consent checks, call completion and an uncertain-result review.
The session links to an opportunity and organization, with its provider call identifier, start date, duration and recorded consent. Relationship Owner checks those details before submitting the call for review.
Sales Manager reviews the submitted version and must be a different person from the submitter. A rejection or return includes the reason the owner needs to address.
The authorized completion action checks the matching approval and retained consent. It keeps the completion receipt before marking the call Completed.
Call attachment preserves the opportunity's commercial state. Qualification, proposal and customer-outcome changes follow their own evidence and review decisions.
Relationship Owner logs a call, meeting, email or task against an open opportunity with a nonempty outcome. Due and completion dates support the follow-up discussion. Ordinary activity logging refuses closed opportunities.
Sales Manager reads the existing receipt and linked evidence before another execution attempt. A confirmed matching result can be recorded as Completed; a discrepancy remains for review with its explanation.
Won requires the reviewed acceptance basis and won date. Lost requires a loss reason. Earlier expected value and activity history remain available, and closed outcomes stay outside the open weighted forecast.
Operations Overview covers pipeline health, review load and recorded call activity across authorized organizations. Each account, opportunity and call still retains its organization scope, and access follows the person's permissions.
The team reviews the existing activities, decisions and receipts. Executed scope uses an approved corrective action that preserves the original identity and result. Unexecuted scope follows its cancellation path.
Start free, then use Proto to change fields, steps and approvals before your team goes live.