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Built for
Call Recording Storage and Compliance
Stored, kept, exported
With rules for each stage
Positioning Assessment
Teams record calls for quality, training and disputes, and then discover they have thousands of audio files with no retention rule and no idea who has listened to them.
Triostack CRM stores each call recording encrypted and attached to the lead. Automated retention policies keep recordings for the period you set, per call type or team, and delete them when it ends, with the deletion logged. For long-term archives or your own analysis, recordings can be exported to your Amazon S3 bucket on a schedule. Compliance playback controls limit who can listen by role, log every playback with who and when, and can require a reason before a recording is opened.
“A dispute came up. We found the call in seconds, and the log showed who had listened to it before.”
Sample team scenario
A made-up scenario about Call Recording Storage and Compliance, not a customer testimonial
All Leads
Call Recording Storage and Compliance: every lead with its source, status and owner
In the Product
Imagine every recording shelved, dated and signed out.
At rest.
And logged.
By role.
Platform Integrity
Per call, on the lead
Automatic
Scheduled
Roles and logs
At a Glance
What changes when recordings have rules.
Storage
Encrypted, attached to the lead
Files on Phones: On handsets and drives
Retention
Automatic by policy, deletion logged
Files on Phones: Kept forever or lost
Archive
Scheduled export to your S3 bucket
Files on Phones: Manual copies
Playback
By role, with an access log
Files on Phones: Anyone with the file
Finding a call
From the lead in seconds
Files on Phones: Search folders
Book a walkthrough of Call Recording Storage and Compliance. We set up a sandbox so you can try Encrypted storage, Retention policies and AWS S3 export before you commit.
Live Interface Tour
The screens below belong to Call Recording Storage and Compliance: All Leads, Lead Follow-Ups and Lead Pipeline, all from the product.
Call Logs
Call Recording Storage and Compliance: with rules for each stage
Feature Breakdown
4 screens from the live product that show Call Recording Storage and Compliance at work.
Recordings on the lead.
How it fits the plan
Consent. Set the recording consent prompt.
Retention. Choose how long each type is kept.
Practical tip
Set the retention period before you start recording. Deciding it later means deciding it for thousands of files.
Who can listen.
In real life
Dispute
The call is found in seconds.
Retention and export.
Watch out for
Giving every rep access to every recording. Limit playback to those who need it.
Who played what.
Before you start
Execution Plan
Set the recording consent prompt.
Choose how long each type is kept.
Connect your S3 bucket for archives.
Limit playback by role and review the log.
Practical Guide
Before you start
A tip that helps
Set the retention period before you start recording. Deciding it later means deciding it for thousands of files.
A common mistake
Giving every rep access to every recording. Limit playback to those who need it.
Availability: What Call Recording Storage and Compliance covers can depend on your plan and setup. Please confirm with our team which parts are live for your account, and any prerequisites, before you plan around it.
In Real Life
Scenario 01
The call is found in seconds.
Scenario 02
Playback access is shown.
Scenario 03
Recordings move to your own storage.
Straight answers about Call Recording Storage and Compliance, from setup to what happens next.
Have a question about Call Recording Storage and Compliance?
Book a free callYes, stored recordings are encrypted.
Yes, by policy, with each deletion logged.
Yes, to your own S3 bucket on a schedule.
Yes, by role, and every playback is logged.
How call recordings are stored: encrypted audio storage, automated retention policies, AWS S3 export options and compliance playback controls.
It runs in 4 steps: Consent, Retention, Export and Access. Set the recording consent prompt.
The real screens on this page include All Leads, Lead Follow-Ups, Lead Pipeline and Call Logs, all captured from the product.
Request a demo and ask to see Call Recording Storage and Compliance. Our team can also walk you through setup, so your first session ends with something working.
We will walk you through Call Recording Storage and Compliance, from Encrypted storage, Retention policies and AWS S3 export, on sample data shaped like yours.
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