Summary AI for Sales
Close more deals with better meeting insights
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.
Fully focus on growing your sales and taking care of your customers, while Summary AI takes care of the rest
- 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 use get the most of your sales life-cycle
with Summary AI
Step 1
Invite the Meeting Agent to your Sales Meetings
Invite the Meeting Agent to your sales meetings. You can sync it with your Google or Outlook calendars so it’s automatically joining every event.
Step 2
Record a meeting, transcribe, and get perfect summaries
action points, & more!
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
Customer Success
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
“Summary AI is an excellent app that helps our team gather all the important action points from our company meetings… It’s really helpful when you have an AI agent taking notes from you, so you can really focused on what’s being said and discussing opinions and priorities, instead of having to take manual notes… ”
Senior Graphic Designer, November 2025
Summary AI Learning Hub
Expert advice, tips & how to guides about transcriptions, summaries and productivity. Get the most out of our summaries.
AI Summaries FAQs
How can AI be used for sales?
AI-driven automation can eliminate many time-consuming and repetitive tasks and accelerate workflows. Sales AI tools often use algorithms to automate sales operations, like adding information from customer calls and emails to a CRM database. AI can also streamline several key follow-ups to prospects after a sales call.
What is the best AI for sales?
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 I use AI to generate sales leads?
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 AI replace sales agents?
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 to use AI for sales follow up?
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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