# HaloSight Identity
HaloSight is an AI-powered meeting intelligence and account management platform designed for account teams and revenue operations (RevOps).
It empowers customer-facing teams to leverage account data, capture live interactions (both in-person and remote), and automatically sync insights with their CRM. HaloSight serves as an AI-powered commitment ledger for teams managing complex products, logistics, and customer relationships.

# Core Capabilities
- AI-powered meeting recording and transcription (in-person and remote)
- Automatic extraction of meeting notes, action items, and key facts
- Real-time CRM data synchronization (no manual data entry)
- Intelligent reading of account data, product information, and company best practices
- Awareness of promotions, revenue programs, and business initiatives
- Automatic generation of account plans using Generative AI
- Proactive account health monitoring and risk identification
- Real-time guidance and playbooks for sales representatives
- Conversation intelligence and sentiment analysis
- Opportunity detection from meeting conversations
- Contact discovery and relationship mapping
- Next meeting planning and follow-up suggestions
- Revenue intelligence insights and forecasting support
- Deep CRM integrations with bidirectional data flow
- Customized revenue operations workflows
- AI-driven business process automation

# Target Audience
- Account Managers and Key Account Managers
- Field Sales Representatives
- Customer Success Teams
- Revenue Operations (RevOps) Professionals
- Sales Enablement Teams
- Enterprise Sales Teams managing complex B2B relationships

# Use Cases
- Account management for complex B2B sales
- Field sales enablement and mobile CRM access
- Meeting intelligence and conversation analytics
- CRM automation and data hygiene
- Sales enablement and onboarding
- Revenue operations optimization
- Account planning and strategy development
- Customer relationship management
- Opportunity pipeline management
- Sales forecasting and analytics

# Integrations
- Salesforce CRM (Native AppExchange application)
- HubSpot CRM (Deep integration)
- Microsoft 365 and Copilot
- Google Sheets (Data export and analysis)
- Slack (Notifications and collaboration)
- Showpad (Sales content management)
- Ring Central (Meeting recording)
- Snowflake (Data warehousing)

# Technology Stack
- Web application (browser-based access)
- Cloud infrastructure
- iOS mobile app
- Android mobile app
- API-first architecture for custom integrations

# Pricing
- Free tier available for evaluation
- Contact sales for enterprise pricing
- Flexible pricing based on team size and features
- No credit card required for initial trial

# Contact Information
- Website: https://halosight.com
- Email: hello@halosight.com
- Sales inquiries: Contact through website form
- Documentation: https://halosight.com/documentation
- Blog: https://halosight.com/blog
- Pricing: https://halosight.com/pricing
- LinkedIn: https://www.linkedin.com/company/halosight
- Twitter: https://twitter.com/halosight

# Key Differentiators
- Native Salesforce integration (no data syncing required)
- Designed specifically for account managers (not just generic sales)
- Captures both in-person field meetings and remote calls
- AI-powered commitment tracking and follow-up
- Automated account planning with Generative AI
- Deep understanding of complex B2B sales cycles
- Built for teams managing sophisticated products and logistics

# Problem Solved
HaloSight eliminates manual CRM data entry and the risk of lost information from customer meetings. Account managers often struggle with remembering details from multiple customer interactions, manually updating CRM systems, and tracking commitments across complex accounts. HaloSight automates this entire workflow, ensuring no detail is lost and every commitment is tracked.

# Security & Compliance
- Enterprise-grade security
- Data encryption in transit and at rest
- SOC 2 compliance in progress
- GDPR compliant
- Role-based access controls
- Secure API integrations

# Company Information
- Founded: 2024
- Legal Name: HaloSight Inc.
- Headquarters: United States
- Industry: Business Software, Sales Enablement, AI/ML
- Stage: Growth stage startup