Your AI Debrief Partner for Every Sales Meeting
A voice-first AI assistant that salespeople call after meetings to debrief, log updates, verify contacts in their CRM, and stay organized — all hands-free while running between meetings.
Works with Salesforce, HubSpot, and custom CRMs.
How It Works
From meeting to CRM update in one phone call — no typing required
Call In After Your Meeting
Finish your meeting, hop in the car, and dial your AI Sales and CRM Assistant. No app to open, no fields to fill — just talk.
AI Interviews You
The AI asks targeted questions: Who did you meet with? What was discussed? Any objections? What are the next steps? It adapts based on deal stage and client history.
CRM Verified & Updated
The AI verifies the contact and opportunity in Salesforce, HubSpot, or your custom CRM. Meeting notes, deal updates, next steps, and follow-ups are logged automatically.
Pipeline Stays Current
Deal stages update in real-time. Managers see fresh data. At-risk deals get flagged. Nothing slips through the cracks — even when your team is running full speed.
Sales Teams Move Fast. CRM Shouldn't Slow Them Down.
Reps forget to update CRM
Updates happen during the debrief call — before they forget
Notes are scattered or missing
AI captures structured notes and logs them directly to the CRM
Managers lack visibility
Real-time dashboard shows meeting activity and deal progress
Pipeline data is stale
Deal stages update immediately after every meeting
No time between meetings
Voice-first — reps call while driving to the next meeting
Onboarding takes too long
AI guides new reps through what to capture from day one
Full Capabilities
Everything your sales team needs to stay organized without slowing down
Structured Debrief
The AI conducts a guided post-meeting interview covering discussion points, decisions, objections, competitor mentions, and next steps.
Smart Follow-Up Questions
Based on deal stage and CRM history, the AI asks the right follow-ups — not a generic checklist, but context-aware questions that matter.
Contact Verification
Confirms the client, company, and opportunity in your CRM before logging anything. Creates new contacts if they don't exist yet.
Automatic CRM Logging
Meeting notes, call summaries, deal stage changes, and follow-up tasks are written directly to Salesforce, HubSpot, or your custom CRM.
Deal Stage Updates
Moves opportunities through your pipeline based on the conversation. Detects signals for stage advancement or at-risk deals.
Follow-Up Reminders
Creates tasks and reminders for follow-ups, proposals, and next meetings — assigned to the right rep with the right deadline.
Call Transcription & Summary
Every debrief call is transcribed and summarized. Searchable history lets reps and managers review past meeting notes anytime.
Manager Dashboard
Real-time visibility into meeting activity, deal updates, rep engagement, and pipeline health — no more chasing reps for updates.
Multi-CRM Support
Works with Salesforce, HubSpot, and custom CRMs. One integration included; additional CRMs available.
Pricing
Transparent pricing designed to scale with your business
AI Sales and CRM Assistant
Setup
$3,000
one-time setup fee
Monthly
$500
per month (per 5 seats)
What's included
- AI voice debrief agent
- 1 CRM integration (Salesforce, HubSpot, or custom)
- Post-meeting interview & logging
- Deal pipeline updates & tracking
- Manager dashboard & reporting
- Ongoing support & optimization
Additional CRM integrations and seats available — talk to sales for pricing
Keep Your Sales Team Moving
One phone call after every meeting. CRM always current. Pipeline always accurate. Your reps sell — the AI handles the rest.
sales@cur8ai.com · cur8ai.com