Breef
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No more late-night CRM updates or forgotten follow-ups. Breef exists to ensure your energy is spent on what moves the needle. We'll handle the boring stuff.

Discovery call: Acme Corp

Raw transcript

So we're looking at about 50 users initially...

Budget is around 10k per month

Need to get approval from Sarah in procurement

Timeline is Q2 implementation

CRM-Ready Insights

Deal Size:$120k ARR
Decision Maker:Sarah (Procurement)
Timeline:Q2 2026
Next Step:Send proposal to Sarah

How it works

Breef blends into your sales rhythm, picking up all the intel you need to move the deal forward.

Breef is like your personal sales assistant, but it also transcribes your calls.

Client: We need this implemented by March

You: What's driving that timeline?

Client: Board meeting in April, need results

You: Got it, let me check our capacity

After the call, Breef analyzes your call and generates insights and action items.

Deal Summary

Key Insights
  • • Urgent timeline driven by board meeting
  • • Implementation deadline: March 2025
  • • Success metrics needed for April presentation
Next Actions
  • • Check implementation capacity for Q1
  • • Prepare timeline proposal
  • • Schedule follow-up within 48 hours

Say goodbye to creepy AI
meeting attendees.

Breef works seamlessly with the meeting tool of your choice requiring zero configuration.

Zoom
Google Meet
Microsoft Teams
Slack
WhatsApp

Designed with top-performance in mind

Follow up like the pros. Leverage processes and insights derived directly from some of the best in the industry.

Call with NovaBank

Budget

NovaBank aims to save $1.2M annually by cutting onboarding time in half. Amelia Grant (CIO) controls the budget and signs off on all tech vendor contracts.

Authority

Amelia Grant (CIO) is the final decision-maker and oversees all technology purchases. Procurement and IT teams are involved in the evaluation.

Need

Their current onboarding system is manual and error-prone, leading to user frustration. They require a solution that is SOC 2 compliant, easy to integrate, and offers strong user analytics.

Timeline

Targeting an August 1 launch. Decision process: IT review → Procurement → Final sign-off by CIO. Paperwork (MSA and InfoSec via Ariba) typically takes 3–4 weeks.

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