Sally - AI Meeting Assistant

Salesforce that updates itself, with Sally

Never update Salesforce by hand again, every sales call transcribes and logs itself in 2 minutes

Sally transcribes a meeting into Salesforce

Sally joins your sales calls, transcribes every word, and writes the summary, next steps and tasks straight onto the right Salesforce account and opportunity. Your pipeline stays flawless while you focus on closing, not on data entry.

30 days free, cancel anytime

50,000+

professionals use Sally

1,000+

companies onboard

98.8%

transcription accuracy

Made in GermanyISO certifiedGDPR compliant

Every deal that lives only in your head costs you closes

Manual CRM documentation is the first thing that gets skipped when things get busy and that is exactly where revenue quietly leaks away.

Without Sally

  • Reps hate manual CRM admin, so notes land late, thin, or never at all
  • Deals slip through the cracks when follow-ups are forgotten
  • Customer knowledge walks out the door when someone is on holiday or leaves

With Sally in Salesforce

  • Every call is documented in Salesforce automatically, with zero manual typing
  • Follow-ups and tasks are created on the right opportunity, so nothing is forgotten
  • All customer knowledge stays centrally in Salesforce, available to the whole team

30 days free, cancel anytime

Every sales call turns into a flawless Salesforce record, on its own

Sally keeps Salesforce up to date for you

Sally records and transcribes every meeting with up to 98.8% accuracy, turns it into a razor-sharp AI summary, and drops it straight onto the matching account and opportunity. No copy paste, no forgotten notes, no call that slips through.

Sally meeting transcription synced to Salesforce

Every next step lands on the right opportunity by itself

Sally detects every action item and decision the moment it is spoken and files them as tasks and activities on the right Salesforce record, so your whole team sees what was agreed and what happens next without a single reminder.

Sally tasks and follow-ups in Salesforce

Customer voice

No customer detail ever gets lost

Jörg-Uwe Liebisch, CEO, Dispomed GmbH - Sally AI customer

Jörg-Uwe LiebischCEO, Dispomed GmbH

Customer voice
Sally turned scattered notes into a clear customer history. Every conversation is now fully documented and instantly traceable.
MCP integration

Plug Sally into your AI agents and all of Salesforce

Through the Model Context Protocol (MCP), your own AI agents plug straight into Sally and Sally into your entire sales stack. Every topic, decision and task from every call flows automatically into Salesforce and the tools your team already lives in, no integration project required.

Sally
Meeting-Intelligenz
ChatGPT
Claude
Gemini
KI-Agenten
Salesforce
Microsoft Teams
Slack
Asana
monday.com
Notion
8000+ Tools anbinden
Get started

Ready to let Sally keep your Salesforce up to date?

Invite Sally to your next call and watch a flawless account, summary and task list appear in Salesforce before you have even said goodbye.

30 days freeNo credit cardHosting in Germany

Frequently asked questions

Sally joins your online or in-person meeting, transcribes it, and automatically writes the AI summary into the matching Salesforce account and opportunity - no manual work required.

Sally works with Microsoft Teams, Zoom, Google Meet, Webex and in-person meetings, and syncs the transcript and summary straight to Salesforce.

Yes. Sally matches each meeting to the right account and opportunity in Salesforce and links the activities automatically. It can also create new records when needed.

Yes. Sally detects action items and decisions from your conversation and creates tasks and activities on the relevant Salesforce record.

Sally transcribes in over 99 languages with up to 98.8% accuracy.

Yes. Sally is developed and hosted in Germany, all data is transmitted securely, and only the necessary information is stored. Privacy Policy

The integration is included in your Sally plan and our team helps you set it up for free. Book a setup call

Sally connects to HubSpot, Pipedrive, Dynamics 365, Zoho and 8,000+ other tools, so you can sync multiple systems at the same time.