Description

Briefly AI automates sales meeting-to-CRM workflows using AI. It helps transcribe calls, generate meeting summaries, identify action items, and provide insights that help close the deals. With sales meetings usually being long, Briefly AI turns lengthy conversations into digestible chunks for better analysis and strategy planning.

It’s real-time post-call updates let you immediately follow up with targeted next steps. It also analyzes customer feedback, ensuring that sales teams stay focused on building relationships rather than taking notes. With seamless CRM integration, it keeps your sales data fresh without manual entry. This ensures accurate customer interaction records. Designed specifically for sales teams, Briefly AI helps sales teams identify new deals and improve customer satisfaction.

Briefly AI Key Features

• AI-Powered Transcription: Automatically transcribes meetings with high accuracy, capturing all key points.
• Personalized Summaries: Generates tailored summaries with key insights and action items for each participant.
• CRM Integration: Automatically updates CRM records with meeting transcripts and summaries. Check integrations section to learn more about supported tools.
• Health Score Analysis: Calculates conversation health scores with customers or leads to monitor sentiment and satisfaction.
• Deal Identification: Identifies potential new deals from call data and syncs them with CRM.
• Custom Document Generation: Creates polished documents like business plans and customer feedback reports.
• Follow-Up Automation: Suggests follow-up actions based on call transcripts and customer interactions.
• Multi-Language Support: Transcribes meetings in over 40 languages.
• Dynamic Account Planning: Generates and updates account plans by merging call data with CRM insights.

Briefly AI Key Customers

Briefly AI is used by Antler, Hello Fresh, Salesforce, Athletic Greens, Wonderist, App Academy, and many more.

What is Briefly AI suitable for?

Briefly AI is ideal for Account Managers, Sales Engineers, and Customer Success professionals seeking to streamline post-meeting follow-ups. It helps improve CRM accuracy and accelerate their sales cycle with actionable insights. It’s particularly beneficial for those using CRM systems like HubSpot or Salesforce, and want to automate the sync of meeting insights.

Briefly AI Pros

• Automatic CRM updates remove manual updating work and ensure customer data accuracy.
• Supports manual upload of meeting files for analysis.
• Helps tailor customer interactions based on AI-generated insights.
• Dedicated features to improve sales meeting workflows.
• Supports multiple languages to serve diverse sales teams.

Briefly AI Cons

• Requires periodic review to ensure AI-generated summaries are accurate.
• Limited CRM integrations — supports only with HubSpot and Salesforce. No other category of integration available apart from meeting tools and Slack.
• Does not provide sales coaching features, unlike other AI meeting assistant for sales tools.
• Performance is contingent on a stable network connection.

 

Briefly AI Integrations

Briefly AI integrates with Google Meet, Zoom, Slack, HubSpot, and Salesforce, ensuring seamless workflow management across these platforms. You can contact their team for custom integrations.

Briefly AI Free Plan

Briefly AI Free Plan (Basic) allows users to work on up to 5 AI summaries and email follow-ups. It also includes access to Briefly Create and unlimited meeting transcriptions. 

Briefly AI Pricing

Briefly AI Plan	Monthly Pricing	Offerings
Pro	$15	Unlimited access to all Briefly AI features
Team	$15/user	Everything in the Pro Plan + centralized billing
Enterprise	Contact sales	Everything in the team plan is customized as per the enterprise’s needs.

 

Briefly AI Discount

There are no discounts mentioned on the Briefly AI website.