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Heilo features · what you get after a call

Recording, transcript, summary and tasks

You talk on the Heilo business number. The recording and notes wait in the dashboard.

PLN 399net per number per month (Heilo Line)

Get your Heilo numberSee pricing

Setup: we verify your company by its Polish tax ID (NIP), then you choose a number and we order it from the carrier.

From call to result

  1. 1.You talk through Heilo

    A customer calls the business number, or you call from the dashboard.

  2. 2.Heilo takes notes

    It transcribes the call, summarises it and suggests tasks. Soon after, everything is waiting in the dashboard.

  3. 3.You send the result to your CRM

    After you configure an integration: through the API, webhooks, Zapier or Make.

  • Heilo never talks to the customer. It listens, records and takes notes.
  • You set the call recording mode in the number's settings.

The illustrations show sample data.

All capabilities

  • Heilo Studio: ask your calls

    You ask a question in your own words, and Heilo points to the calls that answer it.

  • Phrase tracking

    You list words, such as a competitor's name, and Heilo shows which calls mention them.

  • Call coach

    After a call it shows what went well and what to improve.

  • Goals

    You set a goal for your next calls, and the coach shows the passage that confirms it.

  • Summary for the customer

    A draft email with what was agreed, ready to edit and send.

  • SMS

    A message to the caller after voicemail, plus SMS from the dashboard, also from templates.

  • CRM integrations

    API, signed webhooks, Zapier and Make.

  • MCPComing soon

    AI assistants read your calls without the right to change anything. The read-only version is in testing.

  • Call planning

    A list of numbers to call back, ticked off after the call.

  • Schedules

    The greeting and the call recording mode change by the hour.

  • Roles

    Owner, admin, manager and team member have different permissions.

  • Mini-CRM for small businesses

    Contacts, projects and tasks.

  • CSV export

    Dashboard data as a file.

How to connect your CRM

Frequently asked questions

What is in each plan?

Heilo Line (PLN 399) is a business number for inbound and outbound calls. You can only call +48 numbers, and a call you start from the regular Phone app doesn't go through Heilo, so it isn't recorded. With Heilo Select (PLN 99) you keep your own number and add Heilo to selected calls through a conference call. Conference calling has to work on your phone, in your plan and at your carrier. Heilo Voicemail (PLN 49) takes messages when you don't pick up and requires forwarding of missed calls at your carrier. Prices are net, per number per month.

Is the result ready right away?

Not right away. Heilo processes the call after it ends, so the recording, transcript and summary appear in the dashboard a little later. We don't promise a specific time.

Does Heilo talk to the customer?

No. You or someone on your team talks to the customer. Heilo listens, records and takes notes. With Voicemail, it only plays your greeting and takes a message.

Will the result reach my CRM?

Yes, after you configure an integration: through the API, signed webhooks, or Zapier and Make. A Heilo account alone doesn't start one. You set it up separately, following the guide in the documentation. Until then, everything is in the Heilo dashboard.

Where is the data, and who can see it?

Recordings, transcripts and summaries are in the Heilo dashboard. Authorised people in your organisation can see them, and accounts in the team have roles. We delete recordings after 365 days; the transcript stays.

How do call recording and consent work?

You set the call recording mode and the notice for the other party in the number's settings. A notice alone isn't consent, so set your call recording rules according to the law and your company's policy. Before the first outbound call, every user confirms the call recording rules. A notice set up for Line doesn't cover Select: there you inform the other party yourself and obtain the required consent.

Can Heilo transcribe a recording I already have?

No. Heilo transcribes only calls that went through Heilo: through the business number, after you added Heilo to a call, or on voicemail.

Want to compare the plans? See pricing