Walk Into Every Meeting Prepared. Walk Out With Action

Your AI-powered meeting assistance before, during and after every call. Whether you’re coaching a team or closing the deal yourself, we help you focus on what matters most — the conversation.

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Meetings Assistance

Built for Revenue, Not Just Recaps

The AI That Knows Your Sales Process

From every conversation to every field in Salesforce, we keep your pipeline accurate and always moving forward.

Proactive and Comprehensive

It covers the entire meeting process from agendas and research to evaluations, follow-ups and automatic status updates.

Fully Integrated with Salesforce, Down to the Field Level

Syncs insights directly to the right records and fields, automatically enriching opportunities, accounts, and contacts.

Built Around Your Sales Process

AI is trained on your sales talk, your playbook, and your KPIs, so evaluations and suggestions align with your strategy.

Action Items Delivered Where Work Happens

Pushes next steps, reminders, and action items directly to Salesforce, your inbox, Teams, and Slack, so nothing gets lost.

Every Conversation Updates Your Pipeline

Revenue Grid connects every conversation to your pipeline, recalculating risk, triggering follow-ups, and updating CRM in real time.

Purpose-Built for Sellers

Champion Your Meetings With
Confidence,
Every Single Time

Reps are short on prep time, and it’s costing you deals

Go In Prepared, Every Time

Meeting Memo brings together the latest updates, deal context, tailored talking points and much more. It automatically pulls data from Salesforce, adapts to the sales stage and buyer and adds custom reminders based on your strategy.

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Important insights and action items are lost after meetings

Turn Conversations Into Action

Your conversations are captured, summarized and turned into actions, automatically mapped to the right records in Salesforce. Follow-ups and next steps are drafted for you and delivered seamlessly across the platforms you already use: Outlook, Gmail, Teams, Slack and Salesforce.

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Coaching is inconsistent, and feedback lacks objectivity

Improve With Every Call

Meeting Evaluation gives you a clear view of what worked, what didn’t and where to improve based on your own criteria, not generic benchmarks. It highlights deal risks and objection handling, with AI scoring that transforms insights into practical coaching for reps and managers.

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