AI meeting summaries for customer success teams on Microsoft Teams
QBRs, onboarding calls, and check-ins summarized automatically. Never miss a customer commitment again.
The problem
If you're a customer success team using Microsoft Teams, you know these challenges:
- Customer commitments lost between meetings
- QBR action items not followed up on
- Onboarding calls not documented, causing repeated questions
- Phone calls with customers going undocumented
- No searchable history of customer conversations
How CallScrib helps customer success
Every customer conversation documented
QBRs, onboarding calls, check-ins, and support escalations. All summarized automatically with decisions and next steps.
Phone calls included
When customers call your Teams line, those calls get summarized too. No more "I think the customer said..." moments.
Searchable customer history
Need to check what was discussed in last quarter's QBR? Every summary is archived and searchable.
Team visibility
Summaries in Teams chat mean the whole CS team can see what was discussed, even if they weren't on the call.
“Phone calls were the gap. Every other tool we tried covered meetings only. CallScrib is the first one that actually summarizes our PSTN calls too.”
Head of Customer Success — SaaS, 80 employees
How it works
Install in 5 minutes
Your M365 admin installs CallScrib once. It covers every user in the org.
Talk as normal
Hold your meetings and phone calls exactly like before. No bot, no buttons.
Get your summary
Within 60 seconds of hanging up, an AI summary appears in your Teams chat.
Frequently Asked Questions
Does CallScrib summarize customer phone calls?
Yes. CallScrib covers both Teams meetings and PSTN phone calls. Every customer conversation gets an AI summary.
Can I search past customer meeting summaries?
Yes. All summaries are stored in a searchable archive. You can find any past conversation by keyword, date, or participant.
Does it integrate with our CS tools?
CRM integrations (HubSpot, Salesforce) are available on the Business plan. We're building deeper CS tool integrations based on customer demand.