If you're looking for a tool to automate tasks like note-taking and CRM logging for your sales reps, Grain is a great option. It automates note-taking, record-keeping, and insights capture to optimize sales performance, coaching, and deal closure. With features like AI-powered meeting notes, automated CRM syncing, and deal analytics, it integrates with popular tools like Hubspot, Salesforce, and Slack. Grain offers a free plan and a paid plan at $19 per seat/month (or $0 per seat/month billed annually), making it accessible for various team sizes.
Another excellent choice is Sybill, an AI-powered sales assistant that automates CRM updates, crafts follow-up emails, and provides insights from customer interactions. It integrates with CRM systems like Salesforce and Hubspot, video conferencing tools, and call tools, offering features like DealSync for real-time CRM updates and Magic Summaries for accurate call summaries. Sybill's multimodal intelligence engine analyzes both verbal and non-verbal behaviors during calls, providing comprehensive buyer insights.
People.ai is also worth considering. It helps revenue teams by automating the capture of prospect and customer activities and matching them to CRM records. The platform includes SalesAI for automation and coaching, and integrates with Salesforce and other major CRM systems. People.ai is designed to scale for enterprise customers and has been used by companies like Cisco and Verizon, reporting significant improvements in sales performance and efficiency.