Metanotes for Sales Teams

AI for ambitious sellers

You’ve got the leads, the relationships, and the drive. Metanotes gives you the clarity, automation, and insights to close deals faster  without missing a single detail.

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Trusted by 1500+ innovative companies across the world

    • You sell smart. We’ll help you sell smarter.

    Metanotes is built to help sales teams elevate every conversation. From capturing key insights to improving meeting outcomes, these guides show how to make the most of your Sales Agent.

    Meeting Mastery

    Run smoother, focused sales meetings that drive faster deal closures.

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    Actionable Insights

    Stay organized with AI summaries, follow-ups, and smarter tracking.

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    CRM Sync & Productivity

    Automate updates, cut admin work, and boost your team’s efficiency.

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    AI-Powered Meeting Assistant

    Go into every sales call prepared, confident, and focused.

    • Pre-call insights summarize past interactions, customer pain points, and deal stages using CRM data from Salesforce or HubSpot.
    • Meeting briefs and AI-curated talking points ensure every conversation is informed and strategic.
    • Live transcription and real-time insights capture key details, objections, and competitor mentions as they happen.
    • On-call coaching provides instant tips for handling objections and closing deals more effectively.
    • Multi-language support keeps global teams aligned with accurate transcriptions across languages.
    See how Metanotes transforms sales calls Try the recruiting Agent

    Smarter Follow-Ups & Sales Intelligence

    Wrap up every meeting with clarity and momentum. The Metanotes Sales Agent transforms calls into actionable insights, automating what comes next.

    • Smart summaries highlight key moments, next steps, and buying signals.
    • Automated follow-up emails draft personalized responses tailored to each prospect.
    • CRM syncing updates Salesforce or HubSpot automatically with meeting notes and deal progress.
    • Deal intelligence extracts patterns, identifies hot leads, and sharpens forecast accuracy for your pipeline.
    Automate your post-call workflow  Book a demo

    Enterprise-Grade Privacy & Security

    Protect your sales data with Metanotes’ enterprise-level privacy and security controls.

    • No customer or deal information is ever used to train models in Metanotes Business or Enterprise.
    • All meeting and call data is encrypted end-to-end, ensuring security both in transit and at rest.
    • Fully compliant with GDPR, SOC 2, CCPA, and more, with Single Sign-On (SSO) for seamless and secure access.
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    • Metanotes AI added much-needed structure and transparency to our meetings. Now every discussion is clear, organized, and actionable.

      Abhishek Shah, Founder @HNR Tech

    • Metanotes AI makes collaboration effortless and efficient. Every meeting leaves us with clear takeaways and next steps.

      Akash Patange, Director of Marketing @Testlify

    • Super impressed with how Metanotes AI helps us uncover exactly what our customers need. Readily simplifies complex insights.

      Daniel Rodesvix, Product Lead @Kings

    • The AI filter and quick summary features are a game-changer for lectures. They help me focus on key points and skip the filler effortlessly.

      Ed Locke, Student

    You’ve got questions, we’ve got answers.

    The Sales Agent is an AI-powered assistant that automatically captures, summarizes, and organizes your sales meetings, helping teams focus on selling — not note-taking.

    By extracting key insights, next steps, and follow-ups from client calls, the Sales Agent keeps your pipeline organized and ensures no opportunity slips through the cracks.

    Yes. Metanotes connects seamlessly with popular CRMs like HubSpot, Salesforce, and Pipedrive to sync notes, tasks, and deal updates automatically.

    Absolutely. Metanotes uses end-to-end encryption, GDPR, and SOC 2–compliant systems to ensure your sales conversations remain private and protected.

    Yes. Metanotes integrates with major meeting platforms including Zoom, Google Meet, and Microsoft Teams for automatic recording and transcription.

    Yes. You can tailor summaries, task outputs, and integrations to match your sales process perfectly.