Summary AI for Customer Success
Increase revenue & decrease churn from existing clients
Summary AI is your perfect partner for sales meetings. Record all your client’s needs, pain points and the smallest details so you can follow-up perfectly on every client meeting. Close sales deals effortlessly and focus on why really matters: hitting your sales targets.
3,000+ sales teams use Summary AI to record client’s meetings on Teams, Zoom & Google Meet.
Delight your customers & keep the perfect notes in your CRM with our AI-Powered note-taking app.
- Without Summary AI
- You missing important things while taking manual notes.
- You forget about key action points right after the meeting.
- You can’t sent an instant summary to the Account Executive or your lead.
- With Summary AI
- Put all your attention to meeting while Summary AI takes notes for you.
- Get a clean summary right after the meeting, with clear notes and action points.
- Send a fast report to your manager and paste the meeting notes to your CRM in 1 click.
How to keep your clients happy
after every meeting, with Summary AI
Step 1
Invite the AI Meeting Agent to your customer success meetings
You can sync the Meeting Agent with your Google or Outlook calendars so it’s automatically joining every customer success call with clients.
Step 2
Record a meeting, transcribe, and get perfect summaries
Once the AI Meeting Agent joins the call, it will automatically record the meeting, transcribe it and deliver a perfect summary, highlighting every cross-selling and up-selling opportunity or churn request from current customers.
Step 3
Ask any questions
to AI Chat about
your meeting notes
You have more questions? We’ve got you! Head to the AI Chat on your summary and ask any question related to the recording.
More Features
Sales
Consulting
Keep track of client strategy sessions, stakeholder interviews, or workshops and focus on listening and problem-solving.
Media & Podcasting
Easily create Reels or YouTube Shorts, repurpose content into blog posts or newsletters and increases reach across channels.
Education
Save time on reading dense academic materials, quickly compare multiple sources, write literature reviews or prepare for your exams.
Personal
Record personal conversations, summarize your favorite YouTube videos or generate action points for your side hustle.
Integrations
Summary AI syncs with the main professional tools used by 90% of sales professionals worldwide.
User testimonials
Rated 4.9 out of 5 from +16,000 reviews
“As a CX professional, I need to stay on top of every client conversation. Summary AI automatically records, transcribes, and summarizes my meetings, so I never miss important details or follow-ups. It’s helped me resolve issues faster, improve renewals, and deliver a smoother experience for every customer.”
Summary AI Learning Hub
Expert advice, tips & how to guides about transcriptions, summaries and productivity. Get the most out of our summaries.
Summary AI for Customer Success FAQs
How can Summary AI help Customer Success teams manage client meetings?
Can Summary AI improve customer retention and renewal rates?
Summary AI captures your audio, transcribes it into text, and then generates a succinct summary, all of which can be customized according to your needs.
Is Summary AI secure for recording customer calls and meetings?
Summary AI captures your audio, transcribes it into text, and then generates a succinct summary, all of which can be customized according to your needs.
How does Summary AI integrate with CRMs and support tools?
Summary AI captures your audio, transcribes it into text, and then generates a succinct summary, all of which can be customized according to your needs.
Can Summary AI be used for team training and performance tracking?
Summary AI captures your audio, transcribes it into text, and then generates a succinct summary, all of which can be customized according to your needs.
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