Turn conversations
into outcomes.
Define goals once. Harmony evaluates every call automatically and triggers actions the moment a target is hit.
Book a demoFrom call to CRM update in three steps
Define your goals
Create goal templates once — name them, set evaluation criteria, and choose how they're tracked: manually by your team, via an approval flow, or fully automatically by AI after every conversation.
AI evaluates every conversation
Harmony reads the transcript and summary of each meeting, compares it against your goal criteria, and determines whether the goal was achieved — with a confidence score and clear reasoning, no human review required.
Trigger actions when goals are hit
When a goal is achieved, Harmony can automatically update your CRM, move a deal to the next stage, create a follow-up task, or fire a webhook — turning conversation outcomes into real workflow automation.
Set the target. Harmony measures every call against it.
Manual, approval & auto modes
Choose how each goal is evaluated. Let reps log goals themselves, require manager sign-off, or let AI score every call automatically.
AI-powered evaluation
Harmony reads transcripts and briefs to determine goal achievement with a confidence score and a human-readable explanation — fully auditable.
Goal value tracking
Attach a monetary value to each goal and track revenue impact across your team. See total pipeline influenced, goals achieved, and achievement rates at a glance.
CRM & webhook automation
When a goal is achieved, automatically update records in Salesforce or HubSpot, change deal stages, create activities, or trigger any external workflow via webhook.
Custom fields
Extend goals with any data your workflow needs — custom attributes per goal type, stored alongside the standard fields and available in automations.
Team-level reporting
See achievement rates, pending goals, and total goal value by team or individual. Filter by project, contact, or conversation to drill into exactly what's driving results.
Every goal evaluation links back to the conversation. No gut feel — just a clear record of what happened, what was agreed, and what comes next.
Start tracking what matters
Define your first goal. See it evaluated on your next call.