Pinpoint

Product / Use cases

The customer recordBuilding · target November 2026Asking about a customerAvailable today

Every customer's story in one timeline.

Pinpoint is building one record per customer: their calls and texts on one timeline, and their next steps as tasks. Today, ask about any customer and get cited answers.

Get a free call reviewSee a sample call review

PinpointPaul Whitaker · 1 call · 2 texts
Paul Whitaker(480) 555-0192
OwnerNadia
History1 call and 2 texts, matched by this number
Next stepCall Paul Thursday at 10 about the paperworkPaul's text · Wed 9:14 am
TaskNadia · due Thu, Sep 17
Timeline
  1. Tue, Sep 15 10:05 am

    CallInbound · 5:48 · Nadia

    2:31
    NadiaI'll text you the earliest start date this afternoon.

    PromiseThe start date by text

  2. Tue, Sep 15 4:02 pm

    TextFrom Nadia

    Hi Paul, it's Nadia. The earliest start date is Monday, October 5.

    Follow-up foundKeeps the promise made at 2:31

  3. Wed, Sep 16 9:14 am

    TextFrom Paul

    That works. Can we go over the paperwork Thursday morning?

    Next stepNow a task for Nadia

Building, target November 2026: one customer with every call and text on one timeline, the promise tied to the text that kept it and the next step as a task. Synthetic example.

What a customer record is

A customer record keeps what a team knows about one customer in one place: who they are, every conversation with them, what was promised and what happens next. In many teams it lives in a CRM that reps fill in by hand after the call, so it holds what someone typed, not what the customer said. Pinpoint is building the record from the conversations themselves, with a target of November 2026: each call and text matched to its customer, one timeline, and next steps kept as tasks.

Runs on

How it will work

  1. 01

    Each conversation finds its customer

    Every call and text will be matched to a customer by the exact phone number on it, and a number with no record will start one. When two records turn out to be the same person, someone on your team will merge them.

  2. 02

    One timeline for each customer

    A customer's calls and texts will sit on one timeline in the order they happened, with the moments worth hearing and the recording a click away. Email threads will join the same timeline when email review ships.

  3. 03

    Next steps become tasks

    A next step found in a call or text will become a task with an owner and a due date in one click, and the task will link back to the moment it came from.

  4. 04

    Your CRM stays in step

    Building · target December 2026

    If your team keeps a CRM, Pinpoint will show what it says beside what the customer said, and a note, a task or a correction will be written to it only after a person approves it.

What a manager will see

Evidence, approvals and permissions

A call or text will join a customer only by the exact number on it, never by a guess about a name, and a person on your team will decide when two records are the same customer. Every line on the timeline will link to the call or message behind it, so you can check the record against what was said. Who can open a customer's record will follow the permissions your team sets.

Pinpoint proposes and a person decides. It never places calls, and nothing is sent to a customer or written to your CRM until someone on your team approves it.

Questions about the customer record

Something else? Ask on a walkthrough.

Is Pinpoint a CRM?

No. Pinpoint is conversation intelligence: it reviews your team's calls and texts. The customer record it is building will keep those conversations together for each customer, with their next steps as tasks. If your team keeps a CRM, it stays your system of record.

Can I see everything about a customer today?

Partly. Ask about any customer and the answer cites the calls and texts Pinpoint found for them, with each moment ready to play. The record itself, one timeline per customer with next steps as tasks, is building, with a target of November 2026.

How will calls and texts find the right customer?

By the exact phone number on each one. A number with no record will start one, and when two records turn out to be the same person, someone on your team will merge them. Nothing will be joined on a guess about a name.

Will calls be logged to my CRM automatically?

Not without approval. Pinpoint will propose a note and a task from a conversation, and a person will approve each one before it is written to your CRM. Approved write-back is building, with a target of December 2026.

Will email be on the timeline?

Yes, once email review ships. Email threads are not read yet, and email is building, with a target of December 2026. The record will start with calls and texts, and email threads will join the same timeline.

How can we see this on our own calls?

Start with the free 48-hour call review. Send 20 to 50 recorded calls and the report lists every promise and next step in them, each at the moment it was made, with every finding checked by a person.

Go deeper

Follow-up promisedNext step field empty after a live conversationCRM note contradicts the callLead marked lost, then the customer asked a questionUnanswered text

See it on your own calls and texts.

A 30-minute walkthrough with a person who can answer questions, then a free review of your own calls.

Book a walkthrough