Heilo Line · for sales teams
Call recording for sales reps on a business number
You talk on your own phone. Heilo records calls and takes notes.You talk on your own phone through a business number. Heilo records the calls and turns them into notes: a transcript, a summary and tasks.
PLN 399net per number per month
Setup: we verify your company by its Polish tax ID (NIP), then you choose a number and we order it from the carrier.
Nowak Logistics
12 min · recording · transcript
- Need
- 12 delivery vans from November
- Budget
- didn't come up
- Who decides
- the board, next week
Tasks
- Send the offer by Friday
- Call them on Monday
Conversation coach
- What went well
- You asked about timing and who decides.
- What could improve
- Ask about the budget before you send the offer.
How Heilo Line works
Incoming call
A customer calls your business number
The call reaches your phone. You answer it like any other call.
Outgoing call
You call from the Heilo dashboard
You click “Call” next to the customer in the dashboard, on your computer or phone. Heilo calls you, you answer and press 1, and then Heilo connects you to the customer. The customer sees your business number.
After the call: recording, transcript, analysis, tasks and a conversation coach.
- You can only call +48 numbers. If you call from the regular Phone app, the call doesn't go through Heilo.
- Heilo never talks to your customers. It listens, records and takes notes.
- You set the recording notice that the other party hears in the number's settings. Only authorised people in your company can see recordings.
The illustrations show sample data.
What you get after the call: analysis and a conversation coach
After a call through your Heilo Line number, you get the transcript, summary and suggested tasks. The conversation coach shows what went well and what could be better.
You can set one goal for the next calls, for example “when the customer asks about the price, I ask about the budget first”. The coach checks whether you reached it and, when the situation came up, shows that part of the call.
The coach reviews two-sided calls with a transcript. It skips very short calls.
How to analyse sales callsNotes go to your CRM
Use the CRM built into Heilo or connect your own. You can set up the integration without a developer: a step-by-step guide with ready-made Zapier and Make recipes for Pipedrive, HubSpot and Zoho CRM. Developers get the API and webhooks.
How to connect your CRMWhat a number costs for a sales team
PLN 399 net per month per number. Every rep who answers and calls through Heilo needs their own Heilo Line number.
- 3 repsPLN 1,197 net per month
- 5 repsPLN 1,995 net per month
- 10 repsPLN 3,990 net per month
VAT is added at payment.
Full pricingWhen Heilo Line is not enough
- One number rings one phone. There is no call queue, voice menu or extensions.
- Outbound calls start in the Heilo dashboard, to +48 numbers only.
- A call dialled in the ordinary Phone app does not go through Heilo, so it is not recorded.
Need queues and transfers between agents? See how a phone system integrated with a CRM differs.
Phone system integrated with a CRMHow to set up your number
Registration and payment don't activate the number yet. Activation time depends on verification and the carrier.
PLN 399net per number per month
- 1
You create an account and pay for Line, or enter an invite code.
- 2
You enter your company details, including its Polish tax ID (NIP). Sometimes we ask for additional documents.
- 3
After verification, you choose the number and the phone where you take calls.
- 4
We order the number from the carrier for your company.
- 5
You answer your first call and make your first outbound call from the dashboard.
Frequently asked questions
Does Heilo talk to my customers?
No. You or someone on your team talks to the customer. Heilo listens, records the call and prepares the notes.
Is it legal to record sales reps' calls with customers?
It depends on why you record and on how you inform callers and your team. Set the rules according to the law and your company policy. The guides describe them in detail.
Can a rep use the business number on their own phone?
Yes. The Heilo Line number rings the phone chosen in the dashboard, usually the rep's own, and is answered like any call. The rep starts outbound calls in the Heilo dashboard, and the customer sees the business number.
How is Heilo Line different from a phone system with call recording?
A phone system serves a whole department: queues, voice menus, extensions and transfers. Heilo Line is a business number for a rep who answers and calls on their own phone, and Heilo records those calls and turns them into notes, tasks and coaching tips. Heilo Line has no queues or voice menu.
How many numbers does a team need, and who can see the recordings?
One Heilo Line number rings one phone at a time: the one you set in the dashboard. Every rep who answers and calls through Heilo needs their own number: PLN 399 net per month for each number. You invite teammates to your account, and accounts have roles. Only authorised people in your company can see recordings and notes.
What reaches the CRM after a call?
The summary, key points, suggested tasks, the transcript and a link to the recording, after a one-time integration setup.
How do I set up the number, and how long does it take?
You create an account and pay for Line, or enter an invite code. Then you enter your company details, including the Polish tax ID (NIP); sometimes we need additional documents. After verification, you choose the number and the phone where you take calls, and we order the number from the carrier. Activation time depends on verification and the carrier, so we don't promise a fixed timeframe. Registration and payment don't activate the number yet.
How does the Line test with an invite code work?
You get the code from us. The test lasts 56 days and includes up to 200 calls or 600 minutes. During the test, you can already give the active number to your customers. After the test, the number keeps working only on a paid plan.
Do I need to install an app?
No. You answer on your own phone and start outbound calls in the Heilo dashboard in your browser, on your computer or phone. A call you start from the regular Phone app doesn't go through Heilo, so it isn't recorded.
Prefer to keep your current number? Learn about Heilo Select