SalesMemo for B2B Sales
After every call, record a 30-second voice note — get a clean CRM-ready summary, next steps, and a follow-up email draft in under a minute.
7 days free. No credit card required. Cancel anytime.
Problem → Solution
Every call creates extra work. SalesMemo does it for you.
Without SalesMemo
You forget key details right after the call
Pain points, objections, priorities — after a few hours, you can't recall exactly what was said.
Follow-ups get written hours later
By the time you write that email, context has faded. Weaker follow-up = lower conversion.
Next steps are scattered
Tasks end up in CRM, Slack, sticky notes, your head. Something always slips through.
With SalesMemo
Voice → structured summary
CRM-ready summary in 10 seconds. Copy-paste into HubSpot, Salesforce, or Pipedrive with one click.
Follow-up email draft
AI writes a personalized email. Review, tweak, and send.
Next steps checklist
Clear task list with owners and dates. Nothing gets forgotten.
How it works
Three simple steps to more efficient calls.
Record a note
After a call or demo, record a 30-60 second voice note.
AI cleans it up
Transcript, structured summary, action items, and email draft in seconds.
Export and go
Copy to CRM, email, or share with your team. Done in 10 seconds.
B2B sales use cases
See how SalesMemo helps in typical sales scenarios.
"Discovery with Acme Inc. Pain is manual reporting, currently using spreadsheets. Decision makers are CEO and CFO, budget approved for Q2, timeline ASAP."
Structured summary (Pain/Stakeholders/Budget/Timeline) + tasks + follow-up email.
"Demo for Johnson Corp. They liked the dashboard, questions about SAP integration. Objection: pricing vs competitor. Want a trial."
Feedback + objections + agreed next steps + follow-up with trial link.
"Negotiation with Acme. They want 15% discount, annual billing OK, need legal sign-off by Friday."
Agreed terms + blocker (legal) + deadline + internal task (prepare contract).
"Handoff Acme to CSM. Agreed: onboarding in 2 weeks, key contact is Sarah, priority is integration, monthly check-in."
Handoff document + contacts + agreed SLA + tasks for CSM.
"Pipeline review. Acme 80% close, waiting on legal. Johnson 50%, needs CFO demo. ABC Corp dropped, budget frozen."
Pipeline status + risks + next steps per deal.
"SaaS conference. Met 3 leads: Company A — wants demo, Company B — needs case study, Company C — just browsing."
Lead list + priority + follow-up actions per lead + draft emails.
Example outputs
Here's what a real SalesMemo output looks like after a discovery call.
Discovery Call: Acme Inc. Context: - Industry: Manufacturing - Company size: 200+ employees - Current tools: Excel for reporting, basic CRM Pain / Problem: - Manual report creation in Excel (5+ hours/week) - No real-time pipeline visibility - Sales reps don't update CRM Stakeholders: - Decision maker: CEO (John Smith) - Influencer: CFO (Sarah Johnson) — needs ROI calculation - User champion: Sales Manager (Mike Williams) Budget: - Approved for Q2 - Range: $500-800/month - Competitive quote: Pipedrive (cheaper but fewer features) Timeline: - Decision by end of April - Implementation ideally before Q3 Risks / Blockers: - CFO needs ROI proof (prepare calculation) - IT approval for integration (get technical requirements) Agreed next step: - Demo for CFO + ROI presentation (propose time next week)
Conversion & ROI
Faster follow-ups = higher chance of closing.
With 15 calls per week, you'll save 20 hours monthly and send 80 more follow-ups.
Integrations & workflow
SalesMemo fits into your existing workflow.
CRM
HubSpot, Pipedrive, Salesforce — copy-paste or export your summary.
Gmail / Outlook — copy your follow-up and send.
Calendar
iCal — quickly schedule the next meeting.
Slack / Teams
Share your summary with the team in one click.
Security & compliance
Built for working with business data.
Encryption & access control
Data encrypted in transit (TLS) and at rest (AES-256). Only you access your recordings.
GDPR-ready privacy design
Built with GDPR compliance in mind. You have full control over your data.
You review before sending
Every output is a draft you can edit. Nothing is sent without your approval.
Frequently asked questions
Answers to questions sales teams ask most often.
Send a perfect follow-up 60 seconds after every call.
Join sales teams who are already saving hours every week.
No commitment. Cancel anytime.