HaloSight
Smarter meetings. Anywhere. Synced with your CRM.
AI-powered meeting intelligence platform that transforms account meetings into flawless CRM updates. Record meetings, extract action items, detect opportunities, and automatically sync insights with your CRM.
Target Audience
Primary
- •Account managers
- •Field sales representatives
- •Customer success managers
- •Sales teams
Secondary
- •Revenue operations professionals
- •Sales enablement teams
- •Sales leadership
- •Marketers
Company Sizes
SMB, Mid-Market, Enterprise
Industries
B2B SaaS, Enterprise Software, Professional Services, Technology, Applied AI
Core Features
In-Person AI Meeting Listening and Recording
Intelligent meeting capture with real-time transcription and voice recognition for field teams
Benefit: Never miss important details from customer conversations
Committment Ledger
Tracks implicit and explicit customer commitments so account managers don't miss anything
Benefit: Ensures promises to accounts are kept and the brand promise is delivered
Automatic Action Item Extraction
AI identifies and extracts action items, commitments, and next steps from conversations
Benefit: Eliminates manual note-taking and ensures follow-through
Contact & Opportunity Detection
Automatically identifies contacts, decision makers, and buying signals
Benefit: Captures revenue opportunities in real-time
CRM Auto-Sync
Seamlessly syncs meeting insights directly into Salesforce, HubSpot, and other CRMs
Benefit: Eliminates manual CRM data entry and ensures data accuracy
AI-Generated Summaries
Produces concise, structured summaries of every meeting
Benefit: Saves hours of post-meeting admin work
Meeting Plan Suggestions
AI recommends agenda items for next meetings based on conversation history
Benefit: Better meeting preparation and account strategy
Conversation Intelligence
Analyzes talk patterns, sentiment, and engagement levels
Benefit: Improves sales effectiveness and coaching opportunities
AI Programs and Promotions
AI awareness and recommendations of marketing promotions and revenue programs
Benefit: Streamlines marketing impact on accounts by helping reps personalize and deliver content and assets
Problems Solved
Problem: Manual CRM data entry
Solution: Automatically captures and syncs meeting insights to CRM
Impact: Saves 5-10 hours per week per account manager
Problem: Missed follow-ups and action items
Solution: AI extracts and tracks all commitments and next steps
Impact: Improves follow-through rate by 80%
Problem: Lost revenue opportunities
Solution: Detects buying signals and expansion opportunities in real-time
Impact: Increases pipeline generation by 30%
Problem: Incomplete account knowledge
Solution: Maintains comprehensive record of all customer interactions
Impact: Reduces onboarding time for new account owners by 70%
Problem: Inconsistent CRM data quality
Solution: Ensures every meeting is documented with accurate, detailed notes
Impact: Improves CRM data accuracy to 95%+
Problem: Lost context
Solution: Helps reps capture interaction details in difficult field conditions
Impact: Customer experience improvement and sales pipelline predictability
Problem: Missed committments
Solution: Tracking the implicit and explicit commitments made to customers during interactions
Impact: Ensures customer expectations are met and reps don't forget important details
Use Cases
Field Sales Automation
Field reps conduct in-person customer meetings and HaloSight automatically captures notes and updates Salesforce
Persona: Field Sales Representative
Account Review Preparation
Account managers review AI-generated summaries of all customer interactions before quarterly business reviews
Persona: Strategic Account Manager
Sales Coaching
Sales leaders use conversation intelligence to identify coaching opportunities and best practices
Persona: Sales Manager
Customer Success Handoff
Complete conversation history transferred from sales to customer success team
Persona: Customer Success Manager
Integrations
Salesforce
CRM
Native Salesforce integration for automatic data sync
HubSpot
CRM
Direct HubSpot integration for seamless contact and deal updates
Google Drive
Data Export
Sync with Google Drive for business context and custom workflows
Slack
Communication
Send meeting summaries and notifications to Slack channels
Competitive Advantages
- ✓Built specifically for field sales and account management (not just video calls)
- ✓Works on mobile devices for in-person meetings
- ✓Native CRM integration (not just API-based)
- ✓AI optimized for B2B sales conversations
- ✓The only AI commitment ledger
- ✓Focuses on account-level intelligence, not just individual calls
- ✓Designed for account managers who travel, not desk-bound SDRs
- ✓Can be tied into enterprise workflows and automations
- ✓Can leverage programs and promotions
Technical Specifications
Platforms
Web, iOS, Android
Deployment
Cloud (SaaS)
Data Security
- SOC 2 Type II
- GDPR compliant
- End-to-end encryption
Additional Features
API Available: Yes
Mobile Offline Mode: Yes
Frequently Asked Questions
What is HaloSight?
HaloSight is an AI-powered meeting intelligence platform that automatically records, transcribes, and analyzes account meetings, then syncs key insights directly to your CRM.
Who is HaloSight for?
HaloSight is built for account managers, field sales representatives, and customer success teams who conduct in-person or remote customer meetings and need to keep their CRM updated.
How does HaloSight integrate with my CRM?
HaloSight offers native integrations with Salesforce and HubSpot, automatically syncing meeting summaries, action items, and detected opportunities to the appropriate records.
Can HaloSight record in-person meetings?
Yes, HaloSight works on mobile devices and is specifically designed for field sales teams conducting in-person customer meetings, not just video calls.
Is my meeting data secure?
Yes, HaloSight employs enterprise-grade security including end-to-end encryption, SOC 2 Type II compliance, and GDPR compliance.
What makes HaloSight different from other meeting assistants?
Unlike tools focused on video calls, HaloSight is built for field sales and account management, works on mobile for in-person meetings, and provides account-level intelligence with native CRM integration.
Keywords & Semantic Context
Primary Keywords
Secondary Keywords
Long-tail Keywords
Related Terms
CRM automation, sales productivity, account planning, revenue operations, sales enablement
Complementary Products
Salesforce, HubSpot, Gong, Chorus, Clari, Outreach
Pricing
Pricing Model
Contact for pricing
Trial Availability
Available upon request
Deployment
Cloud-based SaaS
Minimum Commitment
Varies by plan