TL;DR: Sayso now runs on Windows, connects to Follow Up Boss and SureSend, and makes it easier to grab notes between calls.
Sayso runs on Windows 10 and 11. Download it from app.asksayso.com/download, the same page as the Mac download. See Download and install Sayso (Mac and Windows).
Connect your CRM under Settings › Connections in the web app, then click Add under any call summary to send notes to a lead or create a new one. See Connect Follow Up Boss or SureSend.
Every call now lives in Conversations with its summary, Smart Capture notes, prompts and market data. Forgot to copy notes? They're there.
Pressing Reset now lets you choose Copy and reset to grab that call's notes in the same click, or Skip and reset.
Prompts stack up to five. Hover to pin or close one. Tick the box next to the menu icon to collapse prompts, with a red dot when a new one arrives.
Playbooks open without starting a coach session, resize, and remember your favorite. Upload your own scripts as PDF or text, up to 15 per account.
Questions? Email [email protected] or join Weekly Office Hours, Wednesdays at 11am PT / 2pm ET.