RecordX for Customer Success

QBRs, check-ins, escalation calls. Follow-ups leak, health signal never makes it into the system.

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Why you need it

Capture every customer call in one place, extract account health signal, commitments, and risks. Feed the summary into your CS tool instead of retyping it.

Try RecordX free for Customer Success

What you get

Recording - HD capture on iOS, Android, and desktop that survives phone kills.
Transcription - accurate speech to text across 100+ languages and dialects including Hebrew.
AI summary - a real writeup for every meeting and call, not a bullet dump.
Action items - follow-ups pulled from the conversation, ready to share.
Phone calls - your own in-app phone number, inbound and outbound, HD stereo.

How it fits your workflow

Sign up at recordx.io/register.html, verify your email, and log in. Then optionally install the Chrome extension, Android app, or iOS app, and enable a phone number when you want one.
Meetings on Zoom, Meet, or Teams get captured automatically. In-person meetings recorded from your phone.
Phone calls ring on your devices; both sides recorded and transcribed.
Search across everything, share summaries, feed action items into your workflow.

See the phone feature

Who it's for

CSMs and account managers

Capture every QBR, check-in, and renewal call. Hand your account a shared summary with risks and commitments right after.

CS team leads

Scan last week's accounts in minutes. Spot churn signal, missed promises, and expansion openings without listening to every call.

Enterprise CS and strategic accounts

Keep a tight thread across a year of touchpoints with the same account. Pull the exact ask from six months ago when it comes back up.

Technical account managers (TAMs)

Record working sessions with speaker-labeled transcripts. Keep the technical config and open issues in a searchable record, not in a shared doc.

Onboarding and implementation specialists

Every onboarding call recorded, action items extracted, handoff to the CSM comes with the full history. Nothing retold, nothing lost.

CS ops and leadership

Shared library across the whole CS team. Review real customer calls to coach, update playbooks, and keep leadership in the loop with the customer's own words.

FAQ

Does it capture phone calls, not just Zoom and Meet?

Yes. RecordX gives you an in-app phone number. Calls on it record both sides automatically, transcribed and summarized with the rest of your library.

Can I push the summary into Gainsight, HubSpot, or Salesforce?

Yes. The summary and action items can flow into your CS or CRM tool via the integrations and API. You get the structured note, not just the raw transcript.

Can I search across every call for one customer?

Yes. The library is searchable by phrase across every meeting. Pull up every mention of a feature request, a competitor, or a blocker in seconds.

Is it safe for customer data under NDA?

Audio and transcripts are encrypted in transit and at rest. Source audio is deleted after processing. Transcripts stay for one year by default and can be deleted at any time.

Does it transcribe in Hebrew and other languages?

Yes. RecordX transcribes and summarizes in 100+ languages including Hebrew, Arabic, English, Spanish, French, and Russian. The spoken language is detected automatically.

Testimonials

Coming soon. Want to be featured? Get in touch.

Pricing

Free tier with a generous monthly minutes budget. Paid plans unlock higher minute quotas, phone calls, and team features. Full detail on the pricing page.

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