YC-style RFS · Spring 2026

The AI-native system of record.

Form-based SaaS is dead. Recordly listens to the calls, reads the emails, watches the screens, and writes every record so your team can talk, watch, and approve — never type.

★★★★★ 4.9 from design partners 10× productivity per rep SOC 2 · HIPAA ready

Replacing the seat-based incumbents at

NORTHWIND
FIELDPATH
OUTBOUNDLY
CLINICA
TRADESHIFT
MATTERLY
The Problem

Every $10B SaaS company sold the same thing — a form on a database.

Salesforce, HubSpot, ServiceNow, Workday, Epic. Humans manually entered data, clicked through workflows, and ran reports. That entire pattern ends in 2026.

×

Forms everywhere

A salesperson should never type a CRM note. A nurse should never click through 14 EHR screens.

×

Bolt-on Copilots

Incumbents stapled "Einstein" sidebars onto a 25-year-old shape. Wrong shape. Wrong primary user.

×

Seat-based pricing

Vendors can't cannibalize their own headcount tax. So they won't. So they lose.

The Recordly Shape

The AI agent is the primary user. The human just talks, watches, or approves.

Your surface area is a chat box, an approval queue, and dashboards. Everything underneath — capture, enrichment, write-back, follow-ups, reporting — runs autonomously.

  • Listens to every call — voice, video, in-person.
  • Reads every email and doc across every account.
  • Watches the screen when humans do exception work.
  • Writes every record the same minute it happens.
Acme Corp · 14:02
Auto-logged
Follow-up email drafted
Awaiting approval
Pipeline stage → Demo
Updated
Next step booked Tue 11am
Calendar
Risk: budget signal weak
Flagged
Notes synced to deal
CRM
Design-partner outcomes

One rep does the work of five.

0
Productivity per rep
0
CRM hygiene compliance
0
Less admin time
$0
Avg ARR uplift, year 1
Verticals shipping today

One AI-native record per industry. Not a horizontal toy.

We build deeply per vertical, with founders who lived the pain. Below: the systems we replace.

Step 1

Connect your stack

30 minutes. Calendar, email, dialer, Slack, ticketing — Recordly listens read-only first.

Step 2

Agents observe & propose

For two weeks, Recordly drafts records and follow-ups for human approval. You learn its judgment; it learns yours.

Step 3

Flip to autonomous

Approval queue shrinks to exceptions. Dashboards become the surface.

Step 4

Outcome billing kicks in

You pay per meeting booked, ticket resolved, hire made — never per seat.

How it works

Four steps. Six weeks. Then your old SaaS is unplugged.

We've compressed onboarding to a fraction of what an Epic or Salesforce rollout takes. Procurement-friendly, IT-friendly, and your team never has to "learn a new tool."

Read the full playbook →
"We ripped out Salesforce in eight weeks. Our reps spend 40% more time selling and our pipeline data is finally trustworthy. Recordly is what an AI-first CRM was always supposed to be."
— Maya Chen, VP Revenue Ops, Northwind Logistics
Why now

The procurement window is open. The incumbents are paralyzed.

01

Models are good enough

Voice and screen-understanding crossed the line in 2025. Capture is solved.

02

Buyers are ripping out legacy

Procurement cycles compressed dramatically across 2025–2026.

03

Incumbents can't pivot

Seat-based pricing is their oxygen. They can't cannibalize themselves.

Stop typing. Start closing.

Book a 30-minute live demo and see your own data flowing through Recordly within a week.

Book a demo See pricing