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.
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.