AI Transcription for Sales
AI Meeting Transcription: Skip CRM Documentation After Every Meeting
Sally automatically detects buying signals, objections, and pain points - and turns them into clear next steps for your pipeline.
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AI Transcription — Built for sales meetings
Clear next steps after every meeting
Sally automatically identifies the steps that really matter - and gives your sales team a sharp, actionable playbook for the next move after every call.
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Always know what was discussed with the customer
Sally automatically identifies pain points, requirements, objections, and buying signals, so you can create precise offers and qualify deals earlier and more effectively.
Sally pushes the most important insights directly into your CRM
Sally prepares all relevant meeting information for you — and with one click, it’s sent straight to your CRM. Your system stays clean, complete, and up to date.
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Measurable impact on sales performance
Sally strengthens the key levers in sales. The result: faster workflows, better decisions, and higher close rates.
higher win rate
faster CRM updates
shorter deal cycles
"Sally turned scattered notes into a clear customer history — every conversation is now fully documented and instantly traceable."
Jörg-Uwe Liebisch
CEO of Dispomed
Core features for sales teams
From Sales Reps to Sales Leaders - every role benefits from clearer insights, smarter decisions, and less administrative work.
Automatic summaries of all sales conversations
Stop taking notes: after every meeting, Sally creates a complete summary including topics, decisions, and tasks.
One-click transfer of meeting insights into your CRM
Sally prepares all relevant conversation details and transfers them to your CRM with a single click - eliminating manual CRM documentation.
Automatic follow-up emails
Sally automatically drafts follow-up emails and next steps directly from the conversation. You just review and send.
Consistent sales conversations across the team
Define clear conversation guidelines for your reps. Sally automatically checks whether they are followed in customer calls - ensuring consistent sales conversations.
Faster onboarding with recorded sales calls
Sally records sales conversations and highlights key statements, decisions, and questions directly in the video with timestamps.
A CRM that stays up to date automatically
Sally captures relevant meeting insights in a standardized way. Reps simply send them to the CRM with one click - keeping data clean and current at all times.
Team-wide comparability through standardized documentation
Sally documents every conversation using the same structure, making it clear how complete discoveries are - and where conversations break down.
Measurable deal performance through structured call analysis
Discoveries, objections, and follow-ups become visible across the team - and therefore measurable.
Consistent conversation insights and CRM data
All relevant conversation data is captured consistently and automatically transferred to your CRM.
Trusted by Sales Professionals
Sales teams across industries rely on Sally - and their results speak for themselves.
Over 2,000 companies already rely on Sally
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Top Features for Sales Teams
These features give your sales team the clarity, structure, and insights needed to improve every conversation and accelerate deals.
Quality Benchmarks
Sally automatically analyzes each conversation based on your predefined criteria and shows you - with time stamps - where and how these points were addressed, or if they were missed.
Custom Insights
Define exactly which information Sally should extract for you - from budget to buying signals. This gives you the precise insights that matter most to your sales process.
Sales Analytics
Sally analyzes all conversations and reveals patterns, success factors, and risks in your pipeline. You immediately see what moves your deals forward - and what holds them back.
Connected with your CRM
Salesforce
Hubspot
Dynamics 365
Pipedrive
Zoho
SAP
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Frequently asked questions
Is Sally GDPR compliant?
Yes, our platform is fully compliant with key data protection regulations such as the GDPR for EU citizens, and we operate in accordance with SOC2 and ISO/IEC 27001 guidelines. We value data security and ensure that all your data is handled responsibly. For more information, please read our privacy policy.
Can I use Sally without connecting my calendar?
Yes. You can use Sally without a calendar connection. Meetings can be started by sharing a meeting link or by inviting Sally as an additional participant using the email address invite@sally.io. Connecting your calendar is optional and only adds convenience.
How quickly is Sally ready to use?
Very quickly. After being invited to a meeting, Sally usually joins within up to two minutes. If Sally is invited before the meeting starts, she will wait in the lobby about three minutes before the scheduled start time and can then simply be admitted to the meeting.
Can I use Sally privately as a sales rep?
Yes, Sally can also be used independently of a team. However, please make sure to follow your company’s internal policies to remain compliant and GDPR-safe. We recommend clarifying this in advance.
Do I need to inform my company before using Sally?
That depends on your company’s internal policies. In practice, Sally is often tested independently at first and later officially introduced to the team.
Which sales-relevant points does Sally extract from meetings?
By default, Sally captures the core elements of every conversation - topics, decisions, and action items.
When you select the appropriate meeting type (e.g., Discovery, Demo, Follow-up), Sally sharpens the analysis and automatically identifies additional sales-relevant details such as pain points, requirements, objections, buying signals, and decision structures.
If you need even more tailored information, you can define it through Custom Insights. This gives you complete flexibility - you decide exactly which information Sally should extract for your sales process.-
How does Sally help me keep my CRM clean and up to date?
Sally prepares all relevant meeting insights in a structured format mapped to your CRM fields.
With a single click, you can send these insights directly into your CRM - ensuring your pipeline stays accurate without manual data entry.
Can I edit insights before sending it to the CRM?
Yes. You can review, edit, delete, or add insights before pushing them into the CRM.
You stay in full control while Sally handles the heavy lifting.
How are data stored, processed, and protected (GDPR)?
Sally processes data exclusively on European servers and is fully GDPR compliant. All audio, transcripts, and metadata are encrypted in transit and at rest. You can also control how long data is stored or enable automatic deletion.
How do I integrate Sally into existing sales processes or playbooks?
Sally adapts to your existing workflows:
- Custom insights can match your playbook
- Conversation benchmarks can reflect your standards
- Next steps align with your funnel stages
- CRM workflows remain intact but become faster
Sally enhances your current processes rather than replacing them.
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