Sales Employee
AI Sales Coordinator
An AI Sales Coordinator joins your sales calls, auto-updates deal records with notes and next steps, drafts your follow-up email while you're still on the call, and alerts you to deals going quiet. Your reps close more and do less admin.
Custom pricing — scope-based Request a Quote →
Sales teams of 3+B2B consultingAgenciesFinancial servicesReal estate
ZoomGoogle MeetHubSpotZoho CRMSalesforceGmailOutlook
Common questions about AI Sales Coordinator.
It joins as a participant and records for transcription. Recording is disclosed to all participants. You own all recordings and transcripts.
Deal stage, next steps, decision timeline, budget discussed, key concerns raised, follow-up date. You define which fields matter during setup.
Yes. Within 5 minutes of the call ending, it generates a draft summarising what was discussed and confirming next steps. You review and send — it never sends without your approval.
Monitors your CRM for deals with no activity in a configurable window (default: 7 days). Sends a daily digest of stalling deals with suggested next action.
Built for HubSpot, Zoho CRM, and Salesforce with custom field mapping done during setup.