Goelo AI Assistant: Summarize meetings and automate CRM updates
Frequently Asked Questions about Goelo AI Assistant
What is Goelo AI Assistant?
Goelo AI Assistant is a tool that helps sales teams and professionals manage meetings and CRM data efficiently. It records meetings, transcribes conversations, and generates summaries highlighting key points and next steps. The tool also automatically fills Salesforce fields, ensuring data accuracy and saving time. It supports multiple conference platforms like Zoom and Teams, and integrates with Google Workspace and Microsoft 365, making it easy to incorporate into existing workflows. Additionally, Goelo offers a feature called the Second Brain that stores all details about customer interactions, which can be accessed later for improved customer experience. The tool supports many languages and is designed to streamline sales and meeting processes, resulting in higher productivity and better CRM hygiene.
Key Features:
- Meeting Recording
- CRM Auto-fill
- Insight Extraction
- Multi-language Support
- Meeting Summaries
- Workflow Integration
- AI-Powered Analysis
Who should be using Goelo AI Assistant?
AI Tools such as Goelo AI Assistant is most suitable for Salespeople, Sales Managers, CRM Managers, Business Development Representatives & Account Executives.
What type of AI Tool Goelo AI Assistant is categorised as?
Awesome AI Tools categorised Goelo AI Assistant under:
How can Goelo AI Assistant AI Tool help me?
This AI tool is mainly made to meeting management and crm automation. Also, Goelo AI Assistant can handle record meetings, auto-fill crm, extract insights, summarize conversations & sync with crm for you.
What Goelo AI Assistant can do for you:
- Record meetings
- Auto-fill CRM
- Extract insights
- Summarize conversations
- Sync with CRM
Common Use Cases for Goelo AI Assistant
- Automatically record and transcribe meetings for sales teams.
- Fill out Salesforce fields with relevant meeting insights.
- Extract key insights like MEDDIC, BANT, and next steps.
- Improve CRM data accuracy and completeness.
- Enhance sales productivity through automation.
How to Use Goelo AI Assistant
Start by connecting your meeting platform and CRM, then let Goelo record, transcribe, and analyze your meetings. You can ask Goelo to extract insights, fill Salesforce fields, and review summaries.
What Goelo AI Assistant Replaces
Goelo AI Assistant modernizes and automates traditional processes:
- Manual note-taking in meetings
- Manual data entry into CRM
- Email follow-up tasks
- Manual summarization of meetings
- Disorganized customer data management
Goelo AI Assistant Pricing
Goelo AI Assistant offers flexible pricing plans:
- Free Plan (5 meetings): $0
Additional FAQs
How does Goelo integrate with my calendar and CRM?
Goelo connects seamlessly with Google Workspace, Microsoft 365, Zoom, and Salesforce to automatically record meetings, transcribe conversations, and update CRM data.
Is there a free trial?
Yes, Goelo offers a free plan with up to 5 meetings without requiring a credit card.
What languages are supported?
Goelo supports over 30 languages including English, Spanish, French, German, Chinese, Japanese, Korean, Russian, and more.
Can I customize the summaries and insights?
Yes, Goelo generates default summaries but you can ask it to focus on specific insights like key numbers, next steps, or particular sales methodologies.
Discover AI Tools by Tasks
Explore these AI capabilities that Goelo AI Assistant excels at:
- meeting management and crm automation
- record meetings
- auto-fill crm
- extract insights
- summarize conversations
- sync with crm
AI Tool Categories
Goelo AI Assistant belongs to these specialized AI tool categories:
Getting Started with Goelo AI Assistant
Ready to try Goelo AI Assistant? This AI tool is designed to help you meeting management and crm automation efficiently. Visit the official website to get started and explore all the features Goelo AI Assistant has to offer.