Step 1 of 4 — Sales & BD
Call Notes
Paste raw meeting notes and get structured CRM summary + next actions. The demo is pre-loaded with a Apex Growth Co. scenario — click the button to see it in action.
Raw Meeting Notes
Step 2 of 4
Data Extraction
AI extracted structured deal intelligence from raw conversation notes
Analysis Scores
Calculating...
Key Signals Detected
✓ CEO + Ops Dir engaged✓ Budget not a stated blocker⚡ Demo requested before proposal◎ Competitor mentioned
Quick Metrics
Stage
Qualification
Close Prob.
68%
Recommended
Demo First
Step 3 of 4
CRM Update
Structured deal summary ready to paste into HubSpot with next actions assigned
Key Outputs
Primary Contact
Marcus Chen (CEO) + Priya Anand (Ops) — Priya is the power user, Marcus approves.
Pain Summary
Inconsistent onboarding + slow proposals at 35-person scale. Process chaos post-growth.
Next Actions
Send demo link (Priya). Follow up Thursday if no response. DO NOT send proposal before demo.
AI Draft Output
Step 4 of 4 — Results
Summary & Impact
Here is the time recovered and the business impact of running this tool at scale.
Outcome
✓ CRM Updated — 22 Minutes Saved
Structured deal summary extracted in 45 seconds. At 8 calls/week, that's 90 minutes recovered on CRM hygiene alone.
Time Saved
22 min
Calls/Week
8×
Weekly Recovered
~3 hrs
This took under 2 minutes. Manually, it would take hours. Ready to deploy this inside your organization?
Book 30 Minutes with Farid →