For Sales Teams
Stop taking notes on calls. Start closing deals.
Every sales conversation contains intelligence that determines whether a deal moves forward or stalls. Meetbook captures every word of every call so your team can focus on the prospect, qualify deals more accurately, and pick up any conversation exactly where it left off.
Why sales reps lose deals they should win
Sales is a conversation sport. The rep who listens best, asks the right follow-up questions, and remembers what the prospect said three calls ago is the one who closes. But most reps are too busy scribbling notes during the call to actually listen, and too rushed after it to write up what they heard properly before the next call starts.
The result is a CRM full of vague notes like “interested, follow up next week” — which tells you nothing about why the prospect is interested, what specific problem they mentioned, who else is involved in the decision, or what their timeline looks like.
Meetbook joins every Google Meet and Microsoft Teams sales call, records the full conversation, and delivers an AI-generated summary within minutes of the call ending. Your rep gets clean, structured notes they can paste directly into the CRM — capturing exactly what was said, not a fatigued reconstruction of it.
BANT qualification extracted from every discovery call
Budget, Authority, Need, and Timeline — the four dimensions that determine whether a prospect is worth pursuing. In a good discovery call, a skilled rep uncovers all four. But extracting that information and documenting it accurately while staying present in the conversation is nearly impossible.
Meetbook's AI reads the full transcript of your discovery call and pulls out the key qualification signals automatically. Did the prospect mention their budget range? It is in the summary. Did they say that procurement needs to sign off? Noted. Did they mention they need something live before the end of the financial year? That timeline is captured and visible without scrolling through a forty-minute transcript.
Sales managers reviewing pipeline can instantly assess whether deals have been properly qualified by reading the AI-generated call summary, without listening to recordings or interrogating reps in pipeline reviews.
For teams using MEDDIC, SPIN, or other frameworks, the same logic applies — the transcript contains the answers, and the summary surfaces them. Reps spend time selling, not qualifying-framework data entry.
Search every past prospect conversation in seconds
Long sales cycles mean weeks or months pass between conversations with the same prospect. A rep who spoke to someone in November and picks up the conversation in February needs every detail fresh — the prospect's specific pain points, the competing solutions they mentioned, the internal stakeholder who was raising objections, the metric they said would determine success.
With Meetbook, every past call is fully transcribed and searchable. Before re-engaging a prospect, a rep can search by company name and read the AI summary of every previous conversation in two minutes. Before a renewal call, the account manager can review what was promised during the original sale. Before a handoff from BDR to AE, the full discovery conversation is available word for word.
Search also unlocks competitive intelligence at scale. When ten prospects over a quarter mention the same competing product, that pattern is visible in your meeting history. Your sales team discovers objection patterns, competitive differentiators that resonate, and messaging that closes — directly from the calls themselves.
Reps who cover accounts together can search each other's past conversations. When a rep leaves the company or moves territories, their entire call history remains searchable for their replacement. No institutional knowledge walks out the door.
Action items and follow-ups that actually get done
At the end of every sales call, there is usually a list of commitments — the rep will send a proposal, the prospect will share their security questionnaire, the VP of Engineering will be looped into the next call. These commitments are the engine of deal progression, and when they fall through, deals stall.
Meetbook's AI summary identifies every action item from the call and presents them as a clean list with owner and context. Your rep sees exactly what they committed to before they close their laptop. The summary arrives in Slack or Notion automatically, so nothing gets buried in an email chain.
When a prospect follows up two days later asking for the thing the rep promised but forgot to send, that rep does not have to admit they forgot — because Meetbook reminded them the moment the call ended.
Deal handoffs that preserve full context
The handoff from business development to account executive is one of the highest-risk moments in any sales process. The BDR who ran discovery has built a relationship and gathered critical context. The AE stepping in needs all of it — but rarely gets it, because the BDR's notes are incomplete and the verbal debrief covers only part of the story.
With Meetbook, the AE can read the full transcripts and AI summaries of every discovery call before their first conversation with the prospect. They know the pain points, the competing solutions considered, the internal politics, and the exact language the prospect used to describe their problem. They walk in sounding like they've been on the account for months.
The same applies to customer success handoffs at the close, to re-engagement after a lost deal, and to territory transfers when a rep changes role. Meetbook turns institutional knowledge into documented, accessible record.
Sales manager coaching from real call evidence
Most sales coaching is based on what the rep reports back about a call, not what actually happened. Reps naturally present calls in the best light, omitting the moments where the conversation went sideways or a great objection went unaddressed.
With Meetbook, sales managers can read the AI summary of any rep's call in two minutes, or search the transcript for specific moments — when the pricing objection came up, how the rep handled a question about the competitor, whether they established a clear next step. Coaching becomes specific and evidence-based instead of generic and instructional.
New reps can be onboarded faster by reading transcripts of great calls from senior reps — understanding the pacing, questioning technique, and objection handling that works for your specific product and market.
Works with the tools your sales team already uses
Meetbook connects with your Google Calendar and Microsoft Calendar to automatically join scheduled prospect calls. After each call, summaries and action items are posted to a Slack channel of your choice and synced to Notion, so your team has the information wherever they already work.
Because the summaries are clean, structured text, they are straightforward to copy into any CRM — Salesforce, HubSpot, Pipedrive, or any other system your team uses. You do not need to wait for a native integration: the information is in a format that pastes cleanly into any deal record.
Sales teams that use Meetbook spend less time on administrative work after calls and more time preparing for the next one.
Your next deal is already in your call history
The intelligence your sales team needs to move deals forward is already being said on every call. Meetbook makes sure none of it disappears. Start recording your sales calls for free and see what you have been missing.