Auto-complete next steps, salesforce & emails

The article introduces an AI assistant designed to save time for sales representatives by automating tasks such as call notes, follow-ups, and CRM updates. The AI assistant requires no setup and provides accurate notes focused on what sellers care about, pre-drafted emails for quick follow-ups, and keeps CRMs updated. It also auto-generates accurate follow-ups drafted from recorded calls, auto-completes every field in the CRM after every call, and fine-tunes call notes for sales.

The pricing for this AI assistant is $15 per month after a two-month free trial. The package includes all features with new ones added monthly. The payment is asked at the end of the free months on a monthly billing cycle.

Key takeaways

The AI assistant saves hours by handling call notes, follow ups, and CRM updates.
It can auto-generate accurate follow ups from recorded calls, with content defined by the user.
The system can auto-complete CRM data entry after every call, requiring no set up and ensuring up-to-date opportunities.
Pricing is $15 per month after a 2-month free trial, with monthly billing starting at the end of the free months.

Auto-complete next steps, salesforce & emails

Key takeaways

Discussion (0)