AI Cloud IP Phone 'pickupon' Adds New Feature for One-Click Access to Customer and Deal Details in CRM System 'Mazrica'

pickupon Inc. (Headquarters: Ichikawa City, Chiba Prefecture; CEO: Yoichi Obata), provider of the AI cloud IP phone service 'pickupon (Pikupon)', has strengthened its integration with 'Mazrica', the customer management system offered by Maturica Inc. The company has launched a new feature enabling one-click access from the pickupon call screen directly to detailed customer and deal information within Mazrica.

Beyond AI Recording: Instant Access to Critical Information

As sales operations become increasingly digitalized, more companies are managing customer data and sales histories using CRM (Customer Relationship Management) and SFA (Sales Force Automation) tools. However, a persistent challenge remains: effectively leveraging accumulated data during actual customer interactions.

In phone-based customer service, it's common to open multiple screens or perform searches to retrieve past conversation details or customer profiles. The ability to quickly access relevant information during customer calls directly impacts proposal quality and customer experience.

To address this, pickupon has introduced a new feature that allows seamless access to customer and deal information in Mazrica without interrupting the call workflow.

A Seamless Link Between Calls and Customer Information

By syncing customer contact details, sales opportunities, and company information between pickupon and Mazrica, users can now open the corresponding detailed page in Mazrica with a single click from the call interface.

This enables smooth, real-time access to past sales histories, activity notes, and customer profiles—even during live calls.

Additionally, the integration helps prevent reference errors or missed checks, especially when multiple contacts share the same name or when similar company names exist in the database.

Moving forward, pickupon will continue developing features that make better use of accumulated conversation and customer data. The company aims to create an environment where sales representatives can focus entirely on customer conversations, enhancing dialogue quality and fostering stronger relationships between businesses and their customers.

'pickupon (Pikupon)': Specialized in Sales and Customer Support Data Entry and Sharing

The conversation-summary AI phone 'pickupon (Pikupon)' uses AI to generate text and audio summaries of phone conversations and automatically inputs and shares them across platforms. Without manual input, conversation content is seamlessly shared within team workspaces such as CRM and SFA systems. This prevents data entry omissions in sales calling scenarios, reduces input costs, and resolves the 'black box' problem in sales activities.

Integrated Tools: Mazrica, Salesforce, HubSpot, Google Sheets, Microsoft Excel, Slack (via Webhook, compatible with custom-built systems)

【Three Issues Solved by Digitizing Phone and Meeting Tasks】

Data Entry Omissions in CRM/SFA

Automatically input and share data into CRM/SFA and other team workspaces! Reduce workload and prevent data omissions!

Black Box Problem

Preserve raw information in both text and audio formats, enabling instant review and sharing of specific calls or meetings!

Knowledge Silos

When customer interactions are 'seamlessly shared,' organizational knowledge accumulates naturally!

【pickupon (Pikupon) as an AI Meeting Minutes Tool】

Feature 1: Meeting minutes are automatically generated after the meeting ends!

pickupon captures the meeting’s audio data, records it, and transcribes the conversation. After the meeting concludes, minutes are automatically created.

Feature 2: Specialized for SFA Integration and Data Entry!

Supports various automated summary input patterns based on input fields. Enables structured data entry. Data storage is free of charge.

Feature 3: Flexible meeting minute templates!

Eliminates missed sales records through automated input. Templates can be customized to match your company’s format, ensuring consistent quality in meeting minutes.

▼ Learn More About pickupon or Request Materials

Discover more about the conversation-summary AI phone 'pickupon'. Companies interested in learning more are encouraged to visit the website. Material requests are also accepted here: https://pickupon.io/

About pickupon Inc.

Mission: 'Change the world through solving “pain points.”' The company provides services that support businesses facing challenges. Selected by Open Network Lab in January 2018, pickupon Inc. was founded on February 15, 2018. Today, the company develops and operates 'pickupon (Pikupon)', an AI conversation-summary phone, aiming to make sales activities stress-free.

▼ Company Overview

Company Name: pickupon Inc. (Corporate Number: 8040001103567)

Headquarters: Tokyo Office, 4-2-45 Roppongi, Minato-ku, Tokyo, Takakaido Building 2F

Chiba Office, 2-15-8 Sugano, Ichikawa City, Chiba, little green 1F

Representative: Yoichi Obata

Founded: February 15, 2018

URL: https://pickupon.io/corporate

Business Activities: Development and operation of 'pickupon (Pikupon)', an AI meeting minutes tool (https://pickupon.io/) and an AI conversation-summary phone (https://pickupon.io/cti). Operation of the sales knowledge media 'Yurufuwa Sales Hack' (https://pickupon.io/blog). Services include Churn Patrol (https://pickupon.io/churn-patrol), Mazrica (Mazrica) implementation support (https://pickupon.io/solution/MazricaSales), HubSpot implementation support (https://pickupon.io/solution/hubspot), and a DX talent development program utilizing government subsidies (https://pickupon.io/dx-subsidy).

▼ Customer Inquiries

Company: pickupon Inc.

TEL: 050-3134-5404

Email: info@pickupon.io

Service Inquiry Form: https://pickupon.io/inquiry