Applied AI Tools

The best use case for AI meeting assistants is for sales and business development professionals.

This is because, AI Meeting Assistants make sales meeting actionable.

Whether you’re a seasoned rep or a sales leader striving for efficiency, today, the evolution of meeting technology has advanced. It’s not just about capturing words. It’s about transforming conversations into actions that close deals.

While listing ‘AI Meeting Assistants Tools’ into the Applied AI Tools directory, here’s what I noticed:

• Some were designed specifically for sales with dedicated features.
• Some had ‘sales’ as a use case mentioned.
• Dedicated ‘AI sales assistants’ have premium pricing.

If you explore the AI meeting assistant for sales landscape, you will notice it is not necessary to invest in expensive AI sales assistants.

Since I noticed this pattern, I thought it must be confusing to choose the right AI tool. That’s what this AI tools article does. I have categorize these AI meeting assistants and AI sales assistants as per use case, budget, and features.

Who is this AI meeting assistants for sales guide for?

Sales professionals, customer success teams, business development professionals, freelancers, product marketers, and founders.

9 best AI Meeting Assistants for sales and business development [Feature Comparison]

Based on my research, I have curated 8 AI meeting assistants for sales automation.

I have compared them based on 3 key features to streamline meetings involved in sales management. This includes – Sales Coaching, Conversation Intelligence, and Integration with CRMs. I have also listed some unique features in each of these tools that caught my eye:

AI Meeting Assistant	Sales coach or Playbook automation	Conversation Intelligence	Integration	Unique Features
Avoma	✅	✅	✅	Create recording snippets
WINN AI	✅	✅	✅	–
GoodMeetings	✅	✅	✅	Battlecards and Live shadowing by human
Nyota AI	✅	✅	✅	Agenda creation and meeting planning
Laxis	❌	✅	✅	AI phone dialer
Colibri	✅	✅	✅	Live cue cards
MeetGeek	✅	✅	✅	Includes chrome extension, Android app, iOS app, and web app access.
Claap	✅	✅	✅	Provides multiple free AI tools for sales like user quotes extractor, customer story writer, BANT scorer, and many more.
Briefly AI	❌	✅	✅	With Briefly AI’s Create feature helps produce customer feedback and plan upcoming meetings. It can draft business strategies, and create interview scorecards using pre-built templates.

9 best AI Meeting Assistants for sales [Pricing Plan Comparison]

I have shared detailed pricing plans for each tool in next sections, here’s a quick snapshot:

AI Meeting Assistant	Free Plan	Paid Plan Starting Price	Discounts
Avoma	14-day free trial	$29/user/month	Up to 30% off on annual billing
WINN AI	14-day free trial	$69 seat / month	No discount offers available
GoodMeetings	14-day free trial	Contact sales	Annual billing discount available
Nyota AI	7-day free trial	$12/month	Provides annual billing and volume discounts
Laxis	Transcribe up to 300 minutes per month. Includes features like search, meeting agenda creation, and editor.	$15.99/month	16.7% discount on annual billing
Colibri	Access up to 5 hours of meeting transcription per month. Includes features like live transcription and searchable meeting library. Provides 30-day free trial for all paid plans.	$60/user/month	15% discount on annual billing
MeetGeek	Access up to 5 hours of meeting transcription per month. Includes features like Slack assistant, global search, and integration.	$19/user/month	Up to 26% off on annual billing
Claap	Work on up to 10 uploaded videos and 300 minutes of recorded meetings. Includes features like collaborative workspace, translated transcripts, and access to chrome extension recorder.	€30/license/month	Discounted price on annual billing
Briefly AI	Generate up to 5 AI summaries and access Briefly Create feature.	$15/month	No discount offers available

Let’s understand each of AI meeting assistants in how they help streamline meetings for sales management:

1. Avoma

Avoma is an AI meeting assistant. It helps make the most of your sales conversations. It generates insights and recommendations from sales meetings to help close deals. You can record, transcribe, summarize, and analyze sales meetings at scale. For example, you can find trends and topics that get discussed in sales meetings. Using this insight, you can further improve your sales playbook. Focus on what is working with a curated playlist for coaching your sales representatives.

Who is Avoma suitable for?

Avoma is suitable for organizations looking to improve sales training and playbook implementation for their sales teams.

Learn more: Avoma for sales

Key features of Avoma for sales

• Topic Trends & Talk Pattern Insights: Analyze trends in competitor mentions, objections, and feature requests. Use these trends to personalize coaching. Improve sales strategies based on these insights.
• Curated Playlists: Create playlists of top performers’ best moments. Include examples like objection handling or negotiation tactics. These playlists speed up onboarding and training.
• Recording Snippets: Share key moments from prospect interactions with product teams. This practice ensures the voice of the customer is heard and understood.
• AI Summarized Notes: Automatically extract summarized notes for key topics. These include next steps, pain points, and objections. This ensures critical information is captured without fail.
• Augmented Notes: Capture detailed and structured notes for custom categories. This allows sales reps to bookmark important moments and highlight transcript text.
• AI-powered email generator: Create and send follow-ups in just a few minutes.

Key Avoma integration relevant for sales

Avoma offers integration with many tools that cater to various sales functions:

• Calendars: Google Calendar, Outlook, and Exchange
• Conferencing tools: Google Meets, Zoom, MS Teams, GoToMeeting, and more.
• Dialer: Zoom Phone, Salesloft, Aircall, RingCentral, Outreach, and more.
• CRMs: Zoho, Pipedrive, HubSpot, Salesforce, and more.

Avoma Customer Review

I was searching for an AI tool to help me with the ability to QC my teams sales calls in an easy and comprehensive manner. After some due diligence I found Avoma, Everett was very helpful and patient with helping me understand the value and went above and beyond to help build a strong value proposition to present to my bosses. the software has an extensive list of features and uses. Until you get to learn a few short cuts it can seem overwhelming to set up. Everett was able to help me do this quickly.

– Mark R.B., Director Of Business Development, sharing Review on G2

Avoma Price

• Avoma free plan is not available – although you can try their 14-day free trial to explore the platform.
• Avoma paid plan starts at $29/user/month which allows unlimited transcription and access to AI meeting assistant.
• Avoma discount: You get a 30% discount if you choose annual billing for their paid plans.

Check out Avoma’s official website for sales leaders.

2. WINN AI

WINN.AI is a dedicated AI meeting assistant designed for sales leaders, sales representatives, and revenue operations teams. It aims to automate manual tasks in sales processes. These include tracking conversations and capturing prospect answers. It also involves updating the CRM with a single click, and more. It is good for companies looking to reduce busywork and make sure that customer records are always up to date.

Who is WINN AI suitable for?

WINN AI is suitable for organizations looking to align sales teams to the sales playbook and sync data with CRMs.

Learn more: WINN AI for sales

Key features of WINN AI for sales

• Real-time playbook tracking: Tracks talking points addressed and those remaining to communicate in real-time.
• Automated data capture: Automatically understands and captures prospects’ answers.
• Seamless CRM updates: Imports captured data to Salesforce or HubSpot with one click.
• AI-driven insights: Detects and interprets prospect questions, providing reps with necessary information.
• AI-Generated emails: Sends customized follow-up emails with one click.
• Real-time transcription: Ensures no key detail is missed during calls, allowing sales reps to focus on the conversation.
• Cue cards: Provides real-time cue cards with information about the product, objection handling, and relevant case studies.

Key WINN AI integration relevant for sales

WINN AI supports data share and sync in one click with HubSpot and Salesforce.

WINN AI Customer Review

A great team and a very nice and elegant product, I really enjoy the engagement with the team. I have a team of 11 AEs so far using it today on top of Hubspot, the adoption of the product is natural and almost seamless, and it looks like it is here to stay.

– Roei Raz, Review on Product Hunt

WINN AI Price

• WINN AI Free Plan is not available. You can try their 14-day free trial of the WINN AI Pro Plan.
• WINN AI Paid Plan (Pro) starts at $69 seat/month, billed annually. You can access unlimited meetings, playbooks, and CRM updates with playbook templates and CRM integration.
• WINN AI discount: There are no discounts available for WINN AI paid plans.

Check out WINN AI’s official website for sales leaders.

3. GoodMeetings

GoodMeetings is an AI meeting assistant to improve outcomes from your sales meetings. It captures, transcribes, and summarizes insights from sales meetings to implement them in your sales processes. GoodMeetings offers instant natural language querying during meetings. This is coupled with proactive AI alerts, screenshare, and sentiment analytics for a strategic edge in sales. Thus, it empowers sales teams to refine their meeting strategies, improve performance, and close deals faster.

Who is GoodMeetings suitable for?

GoodMeetings is suitable for organizations looking to get real-time insights on their sales meetings to improve chances of conversion.

Learn more: GoodMeetings for sales

Key features of GoodMeetings for sales

• Automated Action Items: Generates follow-up tasks and summaries from meeting discussions, streamlining post-meeting workflow.
• CRM Automation: Seamlessly syncs with popular CRM systems for streamlined workflow, enrich customer profiles, and keep consistent data.
• Sentiment Analysis: Assesses customer emotions and feedback, allowing for better understanding and response to customer needs.
• Meeting Library: It allows sales teams to revisit past interactions through a readily available archive of meetings. This archive ensures they’re meeting-ready by providing instant access to key moments and client histories.
• Custom Reports: Generate insights and identify trends from sales calls. Use custom dashboards to review them and make sure of compliance.
• Key Moments: Generate highlights from a sales meeting that influence closure so that sales team can strategize action plans.
• Coach: Compare ideal pitch with the sales meeting to train sales representatives.
• ‘Ask Me Anything’: Quiz AI during the sales meeting about the customer, past interactions, deal made, and more.

Key GoodMeetings integration relevant for sales

Notable GoodMeetings integration include HubSpot, Salesforce, Leadsquared, Slack and DevRev.

GoodMeetings Customer Review

Even If I am not available during the sales calls, I can log in later to know where the sales folks can be upskilled and the challenge points highlighted by the prospect. On top of it, the team understood the foundational essence of a sales call i.e. talk to listen ratio & cracked the simple but most effective code. Sometimes, the customer can struggle to join the meeting. Though this is primarily related to poor network issues beyond anyone’s control, there is a scope to improve the onboarding experience.

– Meenu S., Credit Officer, shares Review on G2

GoodMeetings Price

• GoodMeetings Free Plan is not available. You get a 14-day free trial to test the platform.
• GoodMeetings Paid Plan starts with its ‘professional’ plan. It includes automatic recording, CRM integration, basic collaboration tools, custom branding, and conversational intelligence features. The price is not publicly available – you can contact their sales team to get a quote.
• GoodMeetings Discount: Annual billing discount on paid plans is available.

Check out GoodMeetings’ official website for sales leaders.

4. Nyota AI

Nyota AI is your team’s AI-powered sales engineer and meeting co-worker. It helps give real-time technical insights and support during sales calls. It actively participates in conversations and delivers accurate answers to complex questions instantly. It helps sales teams close deals faster by eliminating follow-ups and keeping the momentum going. Also, Nyota AI integrates seamlessly with your existing sales stack, ensuring a smooth and productive sales process.

Who is Nyota AI suitable for?

Nyota AI is suitable for organizations looking for better documentation features for their sales processes.

Learn more: Nyota AI for sales

Key features of Nyota AI for sales

• Real-time Technical Answers: Equips your team with instant technical expertise during calls, accelerating deal closures.
• Focus on High-Value Opportunities: Handles routine inquiries, freeing up Sales Engineers for strategic tasks.
• Sales Methodology Alignment: Supports BANT, MEDDICC, and SPICED, ensuring comprehensive deal qualification.
• Automated CRM Updates: Syncs notes, action items, and insights to Salesforce, HubSpot, and Close, keeping your pipeline organized.
• Customizable Knowledge Base: Adapts to your technical documentation, FAQs, and past conversations for accurate responses.
• Privacy by Design: Ensures trust with built-in privacy controls, data ownership, and encrypted data storage.
• Action Item Tracking: Never miss a step with automated tracking and follow-up suggestions.

Key Nyota AI integration relevant for sales

Notable integration provided by Nyota AI include Jira, Asana, Linear, Trello, Monday.com, ClickUp, Notion, Salesforce, Close, and HubSpot.

Nyota AI Customer Review

Nyota’s has some cool meeting planning capabilities. It offered AI-generated suggestions for relevant topics, ensuring our meetings were focused and productive. While Nyota’s features were comprehensive, I found that it had a similar issue as tl;dv in that its editing capabilities for transcripts were somewhat limited. Additionally, while Nyota excelled in capturing meeting content, it didn’t offer the same depth in post-meeting analytics as some other tools.  Nyota’s strength lay in its ability to connect meeting insights directly to project tasks and planning.

– Review by Ema Lukan published on Synthesia‘s Blog

Nyota AI Price

• Nyota AI Free Plan is not available. You can use their 7-day free trial for any of their paid plans.
• Nyota AI Paid Plan starts at $12/month suitable for individuals or freelancers. Includes access of 5 hours of meeting to create AI meeting notes and transcriptions per month.
• Nyota AI Discount: Nyota AI offers cost savings on its paid plans for customers who choose to be billed annually. For larger organizations, the Enterprise Plan features custom and volume-based pricing.

Check out Nyota’s official website for sales leaders.

5. Laxis

Laxis is an AI meeting assistant and Sales Development Representative (SDR) designed to transform your sales process. It automates note-taking and analyzes customer insights. It also instantly engages leads. This allows your sales team to focus on closing deals and building strong client relationships. Laxis stands out with its AI SDR capabilities, going beyond simple transcription to proactively qualify leads and manage follow-ups.

Who is Laxis suitable for?

Laxis is more suitable for organizations looking to automate lead generation, prospecting, qualification, and engagement aspect of the sales process.

Learn more: Laxis for sales

Key features of Laxis for sales

• AI SDR for Automated Outreach: Automatically dials prospects. It qualifies them through natural language conversations. This process frees up your sales team’s time.
• Intelligent Lead Prioritization: AI SDR reaches out to leads and schedules meetings. It prioritizes them based on engagement potential. This ensures your team focuses on the hottest prospects.
• Real-time Conversation Highlights: Laxis Meeting Assistant records and transcribes sales calls with real-time highlights, capturing key moments and action items.
• Automated Follow-Up Recommendations: Generates tailored follow-up messages after each interaction, ensuring prompt and personalized communication.
• Customer Needs Analysis: Analyzes conversations to detect customer needs, pain points, and sentiment, helping reps prepare for the next interaction.
• Automated Reporting: Generates follow-up emails, summary reports, and action items, ensuring prompt communication and alignment.

Key Laxis integration relevant for sales

Notable integration by Lexis for sales include HubSpot, Salesforce, and Wealthbox.

Laxis Customer Review

It is very easy to use. I had forgotten that I had installed the extension, and when I entered the call there was already a panel with the functions. I just turned on subtitles and it automatically started recording. Afterward, the generated report was very useful for remembering everything that was handled. For me it’s still a little pricey. Also, I think there is an option to record the audio of the meeting, but I didn’t find this option so easy. Perhaps by making it more explicit, it will improve.

– Rennan F. Review on G2

Laxis Price

• Laxis Free plan offers AI meeting assistance with 300 minutes of transcription. It integrates with meeting platforms and provides conversation search and download capabilities. AI SDR features are not included in the free plan.
• Laxis Paid Plan starts at $15.99/month for up to 2000 minutes of transcription for the meetings. For AI SDR, you must contact their sales team.
• Laxis Discount: Access a 16.7% discount on opting for annual billing.

Check out Laxis’s official website for sales leaders.

6. Colibri

Colibri offers a Sales Copilot as a part of its AI Note-taking software. It enables sales teams with real-time conversation intelligence to boost sales efficiency and close deals faster. Colibri stands out with its AI-driven live cue cards. They provide real-time guidance during calls. It also has the ability to automatically generate meeting summaries and identify action items. You also get call analytics and data-driven coaching, enabling sales professionals to continuously improve their performance.

Who is Colibri suitable for?

Colibri is helpful for sales teams to make data-driven decisions to improve sales performance and conversation skills.

Learn more: Colibri for sales

Key features of Colibri for sales

• Real-time AI Guidance: Surfaces contextual cue cards during calls. This ensures reps know what to say when faced with challenging questions or competitor mentions. As a result, performance improves.
• Automated Meeting Summaries: Automatically identifies next steps. It highlights customer questions and key points. This eliminates the need for manual note-taking and enables faster follow-ups.
• Call Analytics: Provides insights into sales calls, helping find areas for improvement and enabling data-driven decision-making.
• Smart Checklists: They make sure the sales representatives cover all key selling points. Reps ask the right questions. This keeps meetings on track and moves deals ahead.
• Conversation Insights: Tracks topics, competitors, and customer objections to understand market signals and build effective strategies.
• Team Performance Analytics: Measures metrics like script adherence and talk-to-listen ratio for data-driven coaching.

Key Colibri integration relevant for sales

Colibri integrates with Zoom, Salesforce, and Slack.

Colibri Customer Review

I use Colibri to document customer calls and team meetings. It allows me to record every word without typing anything. With searchable meeting transcripts, I can quickly recall information when I forget something. I also share transcripts with teammates who couldn’t attend the meeting, so they can catch up quickly. (Although) transcription is not 100% accurate, but still it’s one of the best tools that I’ve tried. It would be great to be able to categorize my meeting recordings into folders.

– Vadim K., Review on G2

Colibri Price

• Colibri Free Plan allows a single user to create transcripts for up to 5 hours. There is a limit of 40 minutes of recording per session. You can also access its paid plans with a 30-day free trial.
• Colibri Paid Plan for its sales copilot starts at $60/user/month. You can access unlimited transcripts, team performance dashboard, call analytics, and more.
• Colibri Discount: If you choose annual billing, you get a 15% off on its Sales Copilot paid plans.

Check out Colibri’s official website for sales leaders.

7. MeetGeek

MeetGeek is an AI note-taking and meeting assistant software which includes conversation intelligence feature for sales teams to close deals. It provides actionable insights, behavioral trends, and call data to sharpen your sales pitch and effectively grasp customer needs. It detects unspoken cues with AI-driven conversation analytics, extracting intent, sentiment, and hidden opportunities. MeetGeek integrates with your CRM, like HubSpot. It incorporates conversation AI analytics into your sales process. This enhances sales enablement and fosters the best customer experience.

Who is MeetGeek suitable for?

MeetGeek is ideal for sales teams looking to improve their performance through data-driven insights and enhanced collaboration.

Learn more: MeetGeek for sales

Key features of MeetGeek for sales

• Sentiment Analysis: Detects the emotional tone of the conversation to help gauge customer satisfaction.
• Participant Involvement: Measures the level of engagement from each participant to find key contributors.
• Talk Rate: Monitors speaking speed to make sure clear and effective communication.
• Custom Indicators: You can define and track specific metrics relevant to your sales process.
• AI-Driven Conversation Analytics: Delves into conversations, extracting not just words, but the intent, sentiment, and hidden opportunities within.
• Action Item Tracking: Makes sure tasks are clearly defined and assigned, promoting accountability within your team.

Key MeetGeek integration relevant for sales

MeetGeek offers various integration options. It integrates with CRMs like HubSpot, Pipedrive, and Salesforce. It also works with dialers and project management tools like Asana and Monday. Additionally, it supports leading calendar and cloud storage tools. You can also use Zapier to connect with 3000+ apps.

MeetGeek Customer Review

I’m in sales. I am not distracted anymore by typing down notes, I can focus 100% on the prospect in front of me instead of typing on my computer. The summaries are 99% of the times on point. The Pipedrive integration is sweet, it stores the meeting minute in the correct deal so I don’t need to spend time taking notes. You can set up a list of important terms (you can input your industry terms), this improves quality of summaries. I don’t like it bot to join my meetings, looks like someone is spying. But most of note taking apps do it this way. I’d like if it goes to my Zoom archive to grab the recording instead.

– Andrés B., Director of Growth at Connex Digital, Review on G2

Would you like to explore AI meeting assistants that don’t join by a bot? – check out our guide on Bot-less AI Meeting Assistants

MeetGeek Price:

• MeetGeek Free Plan allows up to 5 hours of transcription. It provides access to features like global search. You can use Slack chat assistant, the mobile app, and the chrome extension. You can also explore paid plan (MeetGeek Business Plan) with its 14-day free trial.
• MeetGeek Paid Plan (Pro) starts at $19/user/month. You can transcribe 20 hours worth of meetings and access meeting templates, manage users, and record videos in HD.
• MeetGeek Discount: On choosing annual billing, you get up to 26% off on paid plans.

8. Claap

Claap is an AI meeting and sales assistant tool to automate post sales meeting workflows. It automatically records, transcribes in 99+ languages, and summarizes meetings, freeing up valuable time for sales reps. Claap focuses on automating sales busywork with AI-generated emails and CRM enrichment. It also gives key insights into top objections and deal-winning strategies. This allows sales teams to focus on what they do best: closing deals.

Who is Claap suitable for?

Claap is ideal for B2B sales teams who want to streamline their sales workflows. It provides AI coach to improve sales process and gain deeper insights into their sales performance. It’s especially useful for teams that rely heavily on conference calls and online meetings. Having a screen recording feature also helps other teams beyond sales to improve their meeting management.

Learn more: Claap for sales

Key Features of Claap for Sales

• AI-Generated Emails: Crafts personalized follow-up emails in a single click, tailored to each conversation.
• CRM Enrichment: Keeps your CRM up-to-date with automated data entry, ensuring precise and full records.
• Monthly Objection Report: Identifies top objections and feature requests, helping you refine your sales strategies.
• Qualification Scorer & Deal Insights: Reviews deals and provides insights to plan your next moves effectively.
• Ask Anything About Your Deals: Lets you quickly get answers to specific questions about your deals.
• AI-Assisted Coaching: Provides rich comments, scorecards, and AI coaching insights to level up your reps.
• Create Magic Clips: Quickly repurpose the best calls for training and highlight key moments.

Key Claap integration relevant for sales

Claap integrates with Salesforce and HubSpot CRM and enriches data captured from sales meetings. It also inegrates with task and project management tools like Jira, Trello, Notion, and more.

Claap Customer Review

Claap reduces administrative burdens by automating CRM updates and meeting notes which allows me to focus on selling and closing deals. It also enhances collaboration by providing quick video insights, minimizing the need for lengthy meetings which improve the overall performance. It automates mundane tasks like CRM Updates and meeting summaries. Also the Magic Clips feature allows me to extract the important moments from meetings which saves time.

The drawback of Claap is that the initial setup process can be bit tricky, especially when disconnecting and reconnecting accounts for CRM field enrichment. Additionally, the current integration is limited to HubSpot and SalesForce CRM.

– Gundara G., Freelance Data Analyst, Review on G2

Claap Pricing

• Claap Free Plan allows working on meeting or video/audio files of up to 300 minutes and 10 videos. Includes basic features like Ai summaries, Chrome extension screen recorder, translations, and more. You can explore its Business plan with a 14-day free trial.
• Claap Paid Plan starts at €30/license/month to access advanced summaries, collaboration features, unlimited recordings, CRM integration, and more.
• Claap Discounts: On choosing annual billing, you get discounted prices for all its paid plans.

9. Briefly AI

Briefly AI positions itself as a dedicated AI sales assistant for post-sales meeting automation. If you have issues syncing meeting data with CRM, Briefly AI can help. It keeps teams on the same page. For these tasks, it provides features at an affordable price compared to the market.

Who is Briefly AI suitable for?

Briefly AI is suitable for SMBs using HubSpot, Salesforce or Slack as core tools for sales management. It also provides custom integration if required. It does not include sales coaching and planning features.

Key Features of Briefly AI for Sales

• Automatic Call Transcriptions: Capture every sales conversation seamlessly with browser extension or Zoom bot.
• AI Meeting Recaps: Get succinct, actionable summaries of your calls that highlight key points and recommend follow-up actions.
• Ready-to-Use Content Templates: Quickly produce essential documents like customer feedback reports, meeting agendas, business strategies, and interview scorecards. There are a variety of customizable templates available.
• Real-Time Notifications: Stay on top of your game with instant post-call updates delivered straight to your email and Slack channels, keeping your team informed.
• Manual Transcript Upload: Easily add transcriptions manually when you’re not using our integrated meeting tools, ensuring no conversation is missed.
• Seamless CRM Updates: Automatically synchronize transcriptions and insights with major CRMs like HubSpot and Salesforce, streamlining your data management.
• Proactive Opportunity Alerts: Analyze call data to spot potential deals and promptly notify your team for immediate follow-up.
• Integrated Account Planning: Combine insights from calls with your CRM data to continuously update comprehensive account plans for strategic follow-ups.
• Editable AI Outputs: Review and fine-tune AI-generated call details before they are synced with your CRM, ensuring accuracy and relevance.
• Custom Customer Health Scoring: Evaluate post-call sentiment with personalized scores, helping you adjust your sales strategy proactively.

Key Briefly AI integration relevant for sales

Briefly AI integrates with Salesforce, HubSpot and Slack along with meeting tools like Google Meet and Zoom. You can contact their team for custom integration.

Briefly AI Customer Review

“Been using Briefly for the last 2 weeks. I do about 10-15 interviews a day for my program at Antler India. And these are founder interviews. I can’t tell how much Briefly’s helped me with focussing on decision making and actually noticing what founders say as opposed to hurriedly taking notes. Great work!”

– Nandini Vishwanath, VC at Antler India, Review on Product Hunt

Briefly AI Pricing

• Briefly AI Free Plan allows generate up to 5 AI summaries per month. Includes access to Briefly AI’s Create feature. Users can generate customer feedback, meeting agendas, create interview scorecards, and more.
• Briefly AI Paid Plan starts at $15/month which allows unlimited access to all features.
• Briefly AI Discount: There are no discount offers available.

Beyond AI meeting notes and transcription – 10 AI meeting assistant features for sales checklist

I remember pre-ChatGPT days, most people recorded meetings using third-party software, downloaded the video/audio, and uploaded it to transcription software.

Then, people manually researched what was said, made inferences, and used the information gathered into their workflows.

Thanks to AI Meeting Assistants – all the transcribing, note-taking, and insights generation happens in real-time, automatically.

These systems leverage advanced natural language processing (NLP). They can distill hours of discussion into concise, easy-to-digest summaries. This ensures nothing important is missed.

Hence, when it comes to use cases like sales, such features are BASIC to say the least. Sales teams need more advanced features within the AI meeting assistants to truly ‘help’ with their workflows.

Before finalizing an AI Meeting Assistant for Sales – make sure it includes most of these 10 features:

1. Integration with CRMs:

Make sure your AI Meeting Assistant can sync and share data with leading CRMs. A seamless integration makes sure the captured meeting data helps enrich lead profile, track deal progress, study conversions, and more.

2. Automated follow-up emails:

Writing a follow-up email is one of the most repetitive tasks for sales teams post meeting. A good AI meeting assistant for sales will include this automation wherein it can draft personalized post-meeting emails.

3. Sales coaching:

The AI Meeting Assistant can compare the conversation with established sales playbooks and best practices. It can offer tips or flag deviations. The assistant may also suggest adjustments in tone and approach during live calls. This “coach-in-the-room” feature helps sales reps stay on message, overcome objections, and adhere to proven sales strategies.

4. Task automation:

Many AI Meeting Assistants can create action items from the recorded meeting conversations. A good feature to have is converting these action items into pending tasks. These tasks automatically get assigned to the team member. The AI Meeting Assistant can also track these tasks within the software. Alternatively, it can send action items to third party task management tools via integration.

5. Sentiment analysis:

Sales conversations are as much about emotion and rapport as they are about facts and figures. AI Meeting Assistants can help you analyze these emotions like enthusiasm, hesitation, or resistance. This will guide the sales representatives about engagement level and take quick measures to push towards conversion.

For example, sentiment analysis can serve as an early warning system, alerting managers if a call takes a negative turn.

6. Create meeting agenda

Some AI meeting assistants pull data from past interactions. They also use CRM records and external sources. This information helps them prepare a comprehensive briefing before a meeting begins. This pre-meeting preparation can include customer background and past pain points. It can also find potential opportunities to focus on. It arms sales professionals with critical information to guide the conversation, ask the right questions and position their solutions effectively.

7. Multi-language support

For global teams or companies with global target audience, it is critical to have multi-language support. For many natives, English or Spanish is not their first language. AI meeting assistants with multi-language transcription and translation features break down language barriers. They make sure that every conversation is accurately captured and understood – and its good if its in real-time.

8. Meeting analytics which tracks relevant sales KPIs

Data is a powerful tool in refining sales strategies.

Advanced AI meeting assistants offer detailed analytics on every meeting. They track metrics like speaking time, talk-to-listen ratios, objection frequency, and overall sentiment scores. These performance metrics allow sales managers to

• Identify trends that impact conversion.
• Evaluate the effectiveness of sales pitches.
• Coach under-performing reps with concrete data.

Over time, such analytics can drive strategic adjustments that lead to increased conversion rates and revenue growth.

9. Response suggestions

An advanced AI Meeting Assistant feature for sales is – objection handling and response recommendation.

AI meeting assistants can detect when a customer raises a concern or objection. They instantly give the sales representative with evidence-based response suggestions. The assistant draws on historical data and predefined scripts. Then, it can guide the conversation to overcome resistance. This makes the sales process more fluid and persuasive.

This feature is especially valuable during high-stakes calls where every moment counts.

10. Create sales collateral

An AI Meeting Assistant is anyway transcribing conversation, creating AI meeting notes, and generating action items. It has all the necessary ingredients to document them in a good format to create sales collateral too!

The AI Meeting Assistant can go a step further. It can pull up relevant sales collateral during the meeting itself! This feature uses machine learning models trained on your company’s extensive knowledge base. This ensures that the content delivered is precisely aligned with the customer’s needs at that moment.

Have you used AI Meeting Assistant for sales?

If you have recommendations, do let us know – we would be happy to include them in this listicle.

Or, are you a newly launched AI Meeting Assistant tool that caters to the sales management niche?

Feel free to contact us on content@merrative.com to get featured.

At Applied AI Tools, we aim to make learning how to use AI software accessible. This includes many available AI tools for your personal and professional use. If you have any questions – email to content@merrative.com and we will cover them in our guides and blogs.

Learn more about AI Meeting Assistants:

• Top 15 Features An AI note-taking tools Must Have For Meetings – read
• Best AI Meeting Assistant for project managers – read
• Check out Prompt Engineering communities worth joining
• Explore ChatGPT alternatives for improved usability and productivity.
• Understand DeepSeek’s innovative changes that started the race to cost-effective AI engineering – read

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