WINN.AI

Automates meeting notes and CRM updates, freeing sales reps to focus on closing deals, with seamless integration and real-time playbook tracking.
Sales Automation CRM Integration Meeting Management

WINN.AI is an AI assistant for salespeople that cuts busywork and keeps salespeople selling. The tool can take meeting notes and capture customer information directly from the meeting, then update your CRM with a click. By automating the data entry, sales reps can focus on the important work of closing deals.

WINN.AI can join virtual meetings and automatically take notes and track playbook conversations. Among its features:

  • Automated Data Capture: No more manual notes or CRM updates.
  • Seamless CRM Updates: One-click integration with Salesforce or HubSpot.
  • Real-Time Playbook Tracking: See talking points as they come up and address them.
  • AI-Generated Emails: Customize follow-up emails with one click.

The features keep CRM data up to date without extra work so you can have more meetings and a smoother sales pipeline. For sales managers, WINN.AI means playbook adoption is frictionless, onboarding new reps is easy and CRM maintenance is painless.

Pricing tiers include:

  • Pro: $69 per user per month (annual billing), with unlimited meetings, playbook templates, real-time data capture, CRM integration and automatically generated call summaries and follow-up emails.
  • Enterprise: Custom pricing for 10 or more seats, with AI-powered sales insights, reporting, advanced CRM integration and a dedicated account manager.

WINN.AI has industry-leading security and compliance with SOC 2 (Type 2) and GDPR. You can try the tool free to see how it can help your sales workflow.

Published on June 9, 2024

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