Up-to-date CRM, qualified leads, tenders. The team's repetitive tasks, run by AI with your rules and your approvals.
The CRM fills itself after every meeting.
Before:
meeting notes get written on Friday, or never.
After:
notes, client record and follow-ups ready as you walk out of the meeting.
Triggered: end of meeting.svg)
MekorAI Hosted on your sideSophie, Sales Director
After every client meeting, update the CRM and prepare the follow-ups.
MekorAI is workingTranscript retrieved
Teams
Acme Industrie meeting, 42 min
Meeting notes written MekorAI
3 decisions, 2 objections, 1 next step
Client record updated
HubSpot
Stage "Proposal", amount €48k
Follow-up scheduled
Outlook
D+3, draft ready to approve
Done. I'll do it again after every team meeting: here is the process I created.
Process created
TestPublishThe process appears here as soon as the request is handled.
Trigger
End of a Teams meeting with a client
Meeting notes
Written from the transcript
HubSpot
Record and stage updated
Approval
The salesperson reviews the follow-up
Outlook
Follow-up sent at D+3
Examples with fictitious data. The tools shown depend on the ones your company uses.
Builds a personalised proposal from the client's need: offer, comparable references, suitable products or profiles, in your brand style.
Reads each request, extracts need, budget, timing and urgency, and assigns it to the right salesperson with a drafted reply.
Summarises the client's history: recent exchanges, orders, open disputes, current opportunities.
Fed by sales leadership: pitches, frequent objections, client cases, available before every call.
Answers by citing the catalogue and suggests relevant add-on sales for a given client.
Goes through the specifications point by point, picks the references, reuses approved paragraphs, lists the documents.
Monitors public and private platforms and filters on your trades, regions and thresholds.
From the transcript, writes the meeting notes, updates the client record and schedules follow-ups.
In 30 minutes, we identify with you the three processes that will pay off fastest.
