Close the loop after every sales call
Upload the recording. Inbeo pulls out what you promised, puts follow up emails on task cards, and shows open work on Today, so proposals and pricing emails do not slip after the call ends.
Try Inbeo freeWhat slows sales reps down after calls
- Forgetting to send the proposal email after a discovery call
- Losing track of who asked for pricing or a demo link
- Manually writing the same follow up email after every sales call
- Missing reminder dates mentioned verbally on the call
How Inbeo helps your pipeline
- Summary so you can skim the call in seconds
- Task cards with due dates pulled from the conversation
- Client emails on the same card: edit, send, or schedule
- Today inbox so no open loop hides in an old call
Example sales workflow with Inbeo
- Record your Zoom or phone call, then upload the audio to Inbeo.
- Review the summary and task cards. For example, send pricing PDF to [email protected] by Tuesday.
- Edit the follow up on the card, schedule it for Tuesday morning, and set a reminder for yourself with a link to the call.
- Check Today for anything still open, or Clients to see every loop with that prospect.
Explore all capabilities on the features page or compare pricing plans.