Prospecting A booking link in every email Put your booking link in signatures and sequences. Prospects pick a time that suits them, and every booked demo comes with a meeting link and optional AI notes. Public booking page on the Professional and Business plans Buffers, minimum notice and booking window Clashes with your other meetings hidden Guests join from a link, no installs Book a demo with Priya Mon 10:00Mon 15:00Tue 11:00Tue 16:30Wed 11:00Thu 09:30 Booked · demo link and AI notes included
On the call Notes that capture what the buyer said The Sales / client call template pulls out needs, objections, budget and next steps with owners. Ask Companion answers questions like “What did they say about pricing?” Sales / client call summary template Full transcript with speaker names Ask Companion about any call Live captions for international buyers ENOur budget is approved for Q1. DEUnser Budget ist für Q1 genehmigt. ENGreat, let's plan a pilot. Translating for the buyer
Follow-up Follow up while the deal is warm Recaps go to Slack, Microsoft Teams or email, action items land in your task tools, and webhooks push summaries into your CRM. Recaps by email, Slack or Microsoft Teams Action items to Trello, Jira, Asana or Todoist summary.ready webhook for your CRM Zapier, Make, n8n and Power Automate # sales-team AIEnaviya Meet09:32Acme discovery recap: 25 seats, security review Thursday, pilot in Q1. Send pricing proposal Priya · Today Book security review Arjun · Thu