Sales automation

Every appointment writes its own follow-up, so your reps can keep selling.

The recording becomes the summary, the action items, the next steps, the CRM notes and a drafted follow-up. Your rep taps record, finishes the appointment, and the paperwork is already written.

  • Summary and action items written from the real conversation
  • Notes and deal stage pushed to the CRM you already use
  • A personalized follow-up drafted before the rep leaves the driveway
SalesAsk running on an iPad during a sales appointment.
18%

Revenue growth

100%

Faster ramp

+37%

Close rate

Your reps were hired to sell, not to write up what just happened.

Placeholder clip. This slot is reserved for a screen recording of SalesAsk writing the follow-up.

See it in action

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What SalesAsk writes for the rep after the appointment

Five pieces of follow-up work, all drafted from the recording before the rep opens a laptop.

01

Every appointment comes back as a written summary

SalesAsk reads the transcript and writes what was discussed, what the customer asked for and what was agreed.

  • Written from the real conversation
  • Ready minutes after the rep leaves
SalesAsk transcript panel with timestamped speaker turns beside the recording waveform.
02

The commitments made in the room become a list

Every promise the rep made and everything the customer asked for is pulled out as an action item with an owner.

  • Owner and timing on every item
  • Nothing left to the rep's memory
Ask Coach Dean panel in SalesAsk, writing notes from a recorded appointment.
03

Notes and deal stage written into your CRM

The summary, the notes and the stage change land on the right job in ServiceTitan, Jobber, Housecall Pro or Salesforce.

  • ServiceTitan, Jobber, Housecall Pro
  • Salesforce, HubSpot, Builder Prime
SalesAsk analytics view built from recorded appointments.
04

Next steps decided from what the customer said

SalesAsk sets out what should happen next on the deal and when, based on the objections and requests raised in the room.

  • A next action on every open deal
  • Based on the conversation, not a template
SalesAsk scorecard showing which sales steps the rep hit, with team analytics below.
05

A personalized follow-up already drafted

The follow-up references the options, the pricing and the worries the customer raised, so the rep reads it, edits it and sends it.

  • Written from what the customer asked for
  • Rep reviews and sends in a minute
SalesAsk running on an iPhone after a field appointment.

The work after the appointment is where deals quietly go cold.

Your reps, selling.

Award ribbon icon

Not typing up what just happened.

Your CRM, current.

Target icon

Notes and deal stages written the same day.

Your follow-up, personal.

Fast forward icon

Drafted from what the customer actually said.

What sales leaders say about SalesAsk

Three managers on what changed once every conversation was on record.

“As a sales leader, one of the biggest challenges is coaching what you can't see.”

Micah Hébert

Sales Manager, General Air Conditioning & Plumbing

“It was difficult to help them if something went wrong in a meeting. I wasn't there. Their manager wasn't there.”

Monica Lewis

J.S. Brown & Co.

“I was completely blind when it came to training my team and building their skills.”

William Wright

Owner, Kitchen Tune-Up East Seattle

Frequently asked questions

View all FAQs
What does SalesAsk automate after an appointment?
Does the rep still review the follow-up before it goes out?
Which CRMs do the notes and deal stages sync to?
How is this different from a generic AI note taker?
How long does it take before the summary is ready?
Do we have to change how our reps work?
How accurate are the action items?
Can we control what gets written to the CRM?
How much work is it for our IT team to set up?
Is it legal to record the conversations this is built on?

Start closing more deals, without hiring more reps

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