Product
One companion for the whole customer conversation
RepBrief covers what happens before you walk in, what is said in the room, and what has to happen afterwards.
Stage 1
Prepare
A briefing before you walk in
Calendar, previous conversations, CRM records, opportunity status, products, open action items, and account history are combined into one short brief — each block labelled with where it came from.
Stage 2
Capture
Record with the RepBrief device or import audio
Track devices, upload progress, synchronisation, and processing state. Bluetooth and Wi-Fi transfer will be handled by the native mobile app; the web app shows and manages the state.
Stage 3
Understand
Transcript, summary, and structured insight
Chapters, decisions, questions, objections, competitors, buying signals, commitments, risks, action items, owners, and deadlines — every item linked back to a transcript timestamp so you can check it.
Stage 4
Sync
Approved output into your CRM
With your organisation's authorisation, associate a conversation with accounts, contacts, leads, and opportunities, and send only the artifacts and fields your admins allow.
Stage 5
Act
Next steps, follow-up, and private coaching
Recommended follow-up actions, a drafted follow-up message, preparation for the next meeting, and private feedback for the seller.
What RepBrief will not do
- It will not present model output as verified fact.
- It will not write to your CRM without an explicit, permitted, audited action.
- It will not make recording lawful — consent remains your responsibility.
- It will not move data between your personal workspace and an organization silently.