Use Case

Effortless Activity Tracking and Logging

Log calls, meetings, and notes in seconds through natural language. Never miss documenting important customer interactions again.

The Problem

Reps avoid logging activities because it interrupts their flow. 70% of customer interactions never get documented, creating institutional memory gaps.

The Shabe Solution

Tell Shabe: 'Log a call with John about pricing' and it's instantly documented. No forms, no interruptions, just natural conversation.

Key Benefits

  • 90% faster activity logging through voice or text
  • Log while on the go - no computer needed
  • Automatic association with deals and contacts
  • Complete audit trail for all interactions
  • Zero friction = 5x more logged activities

The Activity Logging Problem

Sales reps hate logging activities:

  • Interrupts flow - breaks momentum
  • Time-consuming - 2-3 minutes per log
  • Forms to fill - tedious data entry
  • Easy to forget - do it later (never)
  • Mobile unfriendly - hard on phone

Result: 70% of interactions never get logged.

How Shabe Makes Logging Effortless

One Line, Done:

"Log a call with John about pricing discussion"
→ Call logged, associated with John's contact, timestamped

"Add a note to the Acme deal: waiting on legal approval"
→ Note added to deal timeline

"Log meeting with TechCorp team - positive demo, next step is proposal"
→ Meeting logged with notes and next steps

Mobile-First:

  • Voice commands while driving
  • Text from phone between meetings
  • No need to open laptop

Smart Association: Shabe automatically links activities to:

  • Contacts mentioned by name/email
  • Companies mentioned
  • Deals in progress
  • Related records

Common Logging Scenarios

After a Call:

"Log call with sarah@acme.com - discussed implementation timeline, she wants proposal by Friday"
→ Call logged, task created for proposal

Post-Meeting:

"Meeting with BigCo went well, 4 stakeholders attended, moving to negotiation"
→ Meeting logged, deal stage updated

Quick Notes:

"Note on TechCorp: competitor is Salesforce, price-sensitive"
→ Competitive intel captured

Activity Types Supported

  • Calls - phone conversations
  • Meetings - in-person or video
  • Emails - correspondence
  • Notes - general observations
  • Tasks - follow-ups created

The Logging ROI

When logging is effortless, teams see:

  • 5x increase in logged activities
  • Better coordination - full context for handoffs
  • Improved forecasting - activity correlates with outcomes
  • No lost context - institutional memory preserved
  • Coaching insights - managers see activity patterns

Get Started

Start logging through conversation. Connect HubSpot to Shabe and say "Log a call..." to capture every interaction.

Experience This Use Case Yourself

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