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Getting Started

Live in days.
Not months.

Your sales rep can start today — no integrations required. Setters and CRM sync layer on when you’re ready. GoldPro grows with your operation, at your pace.

Your first 14 days

1
Day 1
2
Days 2–5
3
Week 1–2
4
Day 14

Day 1 — No integration needed

Create your account.
Start recording.

Your sales rep signs up, pastes a dispatch message to create their first deal, and records their first consultation. First insights appear the same day.

No IT. No contracts. No waiting for a demo to finish before you can try it.

First insight in under 24 hours.
Day 1 checklist
Create GoldPro account
Add your first rep
Record first consultation
Review first deal card
First deal card auto-generated — buying signals, objections, and follow-up flags extracted from the call.

Days 2–5

Connect your phone system.

Integrate with your existing dialer or phone system. Every setter call is now captured, scored, and analyzed automatically.

No manual uploads. No missed calls. The system captures everything and works in the background.

Setter scorecards live within days.
Integrations
Phone system connected
Setter calls auto-captured
First setter scorecard generating
Dispatcher board populating
Compatible with 50+ phone systems and dialers — including most major dialers and SIP-based systems.

Week 1–2

Connect your CRM.
Close the loop.

Sync with your CRM. Leads, deals, and contacts flow automatically. Your team keeps working exactly as before — GoldPro adds the intelligence layer on top.

No workflow changes. No new dashboards to learn. Everything lands where your team already looks.

Your team notices nothing changed. Except the results.
CRM Sync
CRM connected
Deal cards syncing to CRM
Follow-up automations live
First weekly rep report sent
GoldPro enriches existing CRM records across 50+ supported platforms — no duplicate data entry, no new fields to maintain.

Day 14

Your first real
coaching conversation.

Within 14 days, GoldPro has enough data to show you exactly where your team wins and where they don’t.

Your morning meeting gets a backbone — backed by evidence, not gut feeling. Your reps get personalized scorecards. Your setters see where bookings slipped.

Two weeks in. Whole different operation.
What you have on Day 14
Every call scored & analyzed
Setter scorecards + coaching plans
Follow-ups tracked from transcripts
Deal briefs auto-generated
Average team: first recovered deal identified within 10 days. First coaching session backed by transcript evidence.

What you need to get started.

Less than you think. No new hardware, no IT project, no migration.

01
A phone system
50+ phone systems supported — if your setters make calls, GoldPro can hear them.
✓ No new hardware
02
Your existing CRM
Works with 50+ CRM systems. GoldPro layers on top — your team keeps using the tools they already know.
✓ No workflow changes
03
One sales rep to start
You don’t need to onboard the whole team on day one. Start with one rep, see the results, then expand.
✓ Live same day

Common questions

Do my reps need to change how they work?+
No. GoldPro works in the background. Reps record their calls and meetings the same way they do now. The intelligence layer is invisible to them — until they see their scorecard.
What if we use a different CRM or phone system?+
GoldPro integrates with 50+ CRM and phone systems. If yours isn’t on the list, we can discuss options during the demo. You can also start standalone — GoldPro has its own deal management layer.
How long before we see real results?+
Most teams identify their first recoverable deal within the first 10 days. Setter scoring and coaching data becomes meaningful within the first full week of calls. The more conversations GoldPro hears, the sharper it gets.
Is there a contract or long-term commitment?+
No long-term contract required to start. We believe the results speak for themselves. Talk to us about your specific situation during the demo.
What happens to our conversation data?+
Your data is yours. GoldPro processes call transcripts to generate insights but does not share or sell your data. All conversations are encrypted at rest and in transit.
Ready when you are.

Start today.
See results in days.

No IT project. No migration. No waiting. One sales rep, one call, and GoldPro starts working.

Typical demo: 30 minutes. Tailored to your operation.