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FeaturesContacts

Every contact. Every call. Every coaching note. Automatically.

Koachly listens to your calls and builds your contact database for you — no manual data entry, no copy-paste, no missed follow-ups. Sales contact management with AI coaching built in.

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AI CRM contacts

What Koachly tracks for every contact

  1. 01

    Name & company

    Pulled from the meeting invite or the first few seconds of the call — no manual entry ever.

  2. 02

    Full call history

    Every call with this contact, oldest to newest: date, duration, channel (Zoom, Meet, Teams, phone), and a link to the transcript.

  3. 03

    Score trend

    The rep's call score on every conversation with this contact, plotted over time. See whether coaching is working.

  4. 04

    AI coaching notes

    After each call, Koachly writes structured notes: what was discussed, open questions, agreed next steps, and objections raised.

  5. 05

    "What Koachly knows"

    A running summary of everything the AI has learned about this contact across all calls — their priorities, concerns, and buying signals.

Call contact tracking

Auto-created from every call

No setup. No manual entry. Works the moment Koachly coaches a call on any platform.

  1. 01

    Zoom

    Contacts created automatically from every Zoom call Koachly coaches.

  2. 02

    Google Meet

    Every Meet call adds or updates the contact record with the latest call details.

  3. 03

    Microsoft Teams

    Teams calls feed directly into Contacts the same way as Zoom and Meet.

  4. 04

    Phone (iOS)

    Phone calls coached on the Koachly iPhone app create and update contacts automatically.

Sales relationship intelligence

Syncs to your CRM — two ways

Koachly pushes contact records, call summaries and AI coaching notes to HubSpot, Salesforce and Pipedrive automatically. When your CRM updates a contact name or company, Koachly pulls the change back in. One source of truth, no manual sync, no copy-paste between tabs.

  • HubSpot
  • Salesforce
  • Pipedrive

More in Contacts

Search, import, and keep it clean

  • Search and filter

    Find any contact by name, company, or date of last call. Filter by score range or coaching flag.

  • CSV import

    Already have a list? Import contacts from a CSV. Koachly matches incoming calls against the list and enriches existing records.

  • Merge duplicates

    When the same person shows up from different call platforms, Koachly detects the overlap and merges into one record.

  • Per-contact score trend chart

    Each contact page shows a score trend chart: how well your reps have performed across every call with that person.

FAQ

Questions about Contacts

No. Koachly Contacts is a coaching-first layer — it tracks call history, AI coaching notes, and score trends. Your CRM holds pipeline, deals and tasks. The two sync two-way so data stays consistent.

HubSpot, Salesforce, and Pipedrive are natively supported. The REST API and Zapier webhook let you push contact data to any other system.

No. Contacts are created automatically the moment Koachly coaches a call. There is no manual setup, no field mapping, nothing to configure to get started.

On Pro, reps see their own contacts. On Business, managers can view all contact records across the team, filtered by rep or by contact.

Get live coaching on your next call.

Free plan. Works on Zoom, Google Meet and Microsoft Teams. No credit card.

Start freeBook a demo

Free account. No credit card.