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What is Morning Tally?

Morning Tally delivers an extensive reporting solution for enterprises that conduct sales via telephone, covering aspects like orders, quotes, and bookings. It seamlessly combines call logs and transcripts from a company's telecommunication framework with vital data from ERP, CRM, accounting, or job management platforms, enabling managers to receive a streamlined one-page report each morning. This daily report summarizes calls by representative, notes callbacks, monitors quote and revenue patterns, highlights open deals that could be at risk, and suggests follow-up actions based on customer interactions. Furthermore, optional weekly meetings and monthly evaluations for business owners offer a more comprehensive view of the performance metrics. Specifically designed for phone-focused teams in sectors such as distribution, freight brokerage, equipment rental, building supplies, manufacturing, and roofing, the service requires clients to either grant read-only access to their systems or submit weekly data exports. The initial setup entails a collaborative understanding of how sales are defined within the organization. Sample reports, which use fictional data for demonstration, are slated for release, with the launch of these reports and the ability to schedule orders expected by January 2027. This timeline positions the service to significantly improve both operational efficiency and sales tracking capabilities for its clientele, ultimately contributing to enhanced decision-making and strategic planning.

What is Asmi?

Asmi is a sophisticated AI that conducts real phone calls on your behalf in the tangible world. The age of screens has faded; each day, Asmi kicks off calls, enabling you to engage in dialogue while it oversees the entirety of the conversation. It expertly navigates calls, manages IVRs, endures hold times, negotiates prices, and coordinates tasks in the physical realm, turning routine errands into accomplished tasks instead of extra applications to manage. Whether it involves reaching out to a doctor's office to secure a spot on the primary care waitlist, obtaining quotes for HVAC services and booking the most advantageous one, or staying connected with family abroad, Asmi meticulously records vital information and addresses chores that would typically require extensive phone interactions. From organizing appointments with plumbers to refilling prescriptions, Asmi is adept at handling numerous tasks that necessitate a phone call, such as scheduling dentist visits, disputing charges, checking in on relatives, canceling subscriptions, requesting moving quotes, arranging salon appointments, managing insurance claims, inquiring about utility bills, and finding electricians. Asmi revolutionizes the once mundane chore of making phone calls, rendering it effortless and effective, thus empowering users to reclaim their valuable time and prioritize more significant pursuits. With Asmi at your side, everyday life becomes easier, allowing for a greater focus on what truly matters.

Media

Media

Integrations Supported

Integrations Supported

WhatsApp
iMessage

API Availability

API Availability

Pricing Information

$395/month
The Core report is $395/month for up to 5 phone users, $595/month for 6–15, or $795/month for 16–30. Month to month with 30 days’ notice; annual prepayment saves two monthly payments. A one-time $500 setup fee is waived for the first 10 customers. Optional Monday sales-meeting review is $150/month; monthly owner review is $200/month. Pricing applies when orders open in January 2027.
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub

Company Facts

Organization Name

Morning Tally

Date Founded

2026

Company Location

United States

Company Website

morningtally.com

Company Facts

Organization Name

Asmi

Company Location

United States

Company Website

www.asmiai.com

Categories and Features

Sales Analytics

Not specified

Categories and Features

AI Assistants

Not specified

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