BrieflyAI
Automate meeting summaries and CRM updates with AI precision
Target Audience
- Customer Success Managers
- Account Managers
- Product Managers
- Revenue Operations Teams
Overview
BrieflyAI automatically transcribes meetings and generates actionable summaries using AI. It integrates with tools like HubSpot and Salesforce to keep CRMs updated without manual work. The platform helps teams save hours by automating follow-ups and organizing meeting insights.
Key Features
Auto Transcripts
Accurate meeting transcriptions in 40+ languages
AI Summaries
Actionable email/Slack summaries with key takeaways
CRM Sync
Automatic HubSpot/Salesforce updates from calls
Custom Integrations
Tailored solutions for enterprise workflows
Deal Tracking
Automatically identifies new sales opportunities
Use Cases
Automate customer success workflows
Streamline account management
Capture product feedback insights
Sync meeting action items to CRM
Multilingual client meeting notes
Pros & Cons
Pros
- Eliminates manual note-taking
- Real-time CRM synchronization
- 40+ language support
- Role-specific workflow automation
Cons
- Free plan limited to 5 AI summaries/month
- Requires HubSpot/Salesforce for full benefits
- Custom integrations need enterprise plan
Pricing Plans
Free
monthlyFeatures
- 5 AI summaries/month
- Unlimited transcriptions
- Basic CRM sync
Pro
monthlyFeatures
- Unlimited AI summaries
- Full CRM access
- Priority support
Team
monthlyFeatures
- Managed billing
- Usage analytics
- Team permissions
Pricing may have changed
For the most up-to-date pricing information, please visit the official website.
Visit websiteFrequently Asked Questions
Can I edit summaries before sending to CRM?
Yes, you can review and edit AI-generated summaries in Slack or your dashboard before syncing.
Does Briefly work with international teams?
Supports transcription and summaries in 40+ languages automatically.
How secure is my meeting data?
Enterprise plans offer enhanced security features (details require custom consultation).
Integrations
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