What you'll accomplish
After setting this up, you'll capture everything from a buyer tour in a 60-second voice memo — and Otter.ai will turn it into accurate, structured text you can paste directly into Lasso or your builder's CRM. No more writing notes from memory at the end of a busy Saturday. No more forgotten buyer details.
What you'll need
- A smartphone (iPhone or Android)
- An Otter.ai account — free at otter.ai (the free plan gives you 300 minutes/month of transcription)
- The Otter.ai mobile app, downloaded from the App Store or Google Play
- Time needed: 15 minutes to set up; 60–90 seconds per visitor interaction after that
- Cost: Free (300 min/month); $17/mo Pro for unlimited
How-To Guide: Voice Memos to CRM Notes with Otter.ai
Step 1: Create your Otter.ai account
Go to otter.ai on your phone or computer. Click "Sign Up Free" and use your email address. Verify your email when prompted.
- Go to otter.ai
- Click "Sign Up Free"
- Choose "Sign up with email" or link your Google account
- Check your email and click the verification link
What you should see: You land on your Otter.ai home screen — a clean dashboard showing "Conversations" with a big red Record button at the bottom.
Troubleshooting: If you don't see the verification email, check your spam folder. Add otter.ai to your safe senders list.