Starter
Best for small teams getting consistent follow-through from every call.
$99
per month
100 calls included
$2.49 per additional call
Call follow-up automation
Turn call recordings into summaries, CRM notes, and follow-up emails.
Upload or sync your calls, review what matters in one Call Detail page, and take action without jumping between tools.
Free to try. Create an account to analyze your call.
Works with uploads and integrations. Built for clear post-call execution.
Account: Acme Manufacturing
Ready in minutesQ2 Expansion Call · Processed
Source: Zoom upload · 47m · Processed 3 minutes ago
- • Decision: pilot approved for 2 plants starting April 8
- • Risk: legal review needed for data retention language
- • Owner: Jordan Kim (Acme) confirms security reviewer by Friday
Next Actions
5 items · 3 assigned · 2 pending confirmation
CRM Sync
Salesforce context updated for AEs and CSM
What you get from every call
Every processed call produces outputs your team can review and use immediately.
Call summaries
Get a clear summary of what was decided, what is blocked, and what needs follow-up.
Structured action items
Extract next steps with owners and due dates so accountability is clear after every call.
CRM-ready notes
Review and copy notes formatted for CRM updates without rewriting call details.
Follow-up email drafts
Start from a drafted recap email and send polished follow-up faster.
Connect your existing call sources
Import recordings from your current workflow and get structured output in minutes.
Inputs
- Zoom
- Google Meet
- Microsoft Teams
- Phone Recordings
- Other Uploads
Outputs
- Call summary
- Action items
CRM-ready notes
Follow-up email draft
How it works
A simple workflow from recording to follow-up.
Step 1
Upload or connect calls
Upload or connect your calls and review everything in one place.
Step 2
Review summary and action items
Open the Call Detail page to review the summary and confirm owners, due dates, and blockers.
Step 3
Edit CRM notes
Adjust CRM-ready notes directly from the same page so account context is accurate.
Step 4
Send follow-up email
Start from a drafted email, make quick edits, and send your recap without switching tools.
Call Detail page
Review everything from one place before you send.
The Call Detail page combines summary, action items, CRM notes, and the follow-up draft so you can make edits and finalize next steps quickly.
To: jordan.kim@acme.com · Subject: Recap + owners from today's pilot planning call
Hi Jordan — thanks again for the planning call today.
Summary: We aligned on a 60-day pilot across Plant A and Plant C, with success measured by faster follow-up completion and cleaner Salesforce handoff notes.
Action items & ownership:
- • Summa (Alex R): send implementation timeline by Thu, Mar 26
- • Acme (Jordan K): confirm security reviewer + procurement contact by Fri, Mar 27
- • Joint: finalize kickoff date during Monday working session
Business context retained: legal review dependency and regional rollout preference.
Attachments: pilot-plan-v3.pdf, onboarding-checklist.xlsx
Built for day-to-day follow-through
Use clear call outputs to update systems of record and move work forward right after each conversation.
Salesforce account snapshot
Acme Manufacturing · Expansion Opportunity
Stage
Technical Validation
Next Milestone
Security sign-off
Primary Risk
Procurement timeline
Owner
AE: Priya S.
Summary with decisions, blockers, and key context
Action items with owners and due dates
CRM-ready notes you can edit before sync
Follow-up email draft ready to personalize
Pricing that scales with your calls, not your headcount
Turn every meaningful sales conversation into summaries, action items, CRM notes, and follow-up drafts — with clear included usage and simple overages.
Start with 10 free calls. 14-day trial. No credit card required.
Start free trial
Pro
Best for growing teams that need collaboration and deeper insight.
$299
per month
450 calls included
$1.79 per additional call
Enterprise
Built for high-volume organizations with advanced controls and governance.
$899
per month
1,600 calls included
$1.39 per additional call
Every plan includes a monthly number of processed calls. Need more? Additional calls are billed at a straightforward per-call rate.
Security, trust, and privacy
Built to retain useful context, not raw conversation archives.
Summa is designed for business analysis and team alignment. It helps people focus on the call while preserving only what is useful for business outcomes.
Summa is strictly for business analysis and post-call alignment.
It is not designed to create endless archives of casual conversation.
Recordings and transcripts are processed, then discarded.
What remains is structured business context, not raw surveillance data.
Capture what matters. Leave every call with clear next steps.
Stay present in the conversation, reduce post-call admin, and keep everyone aligned with business-ready follow-up.