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Tailored integrations for your enterprise needs
At Briefly, we focus on what matters most to you — building relationships and identifying revenue opportunities — by saving you time on manual CRM updates. Our custom integrations are designed to seamlessly fit into your workflow, ensuring you have the tools you need to succeed.
Briefly now allows you to create custom templates for your calls, linking them directly to specific fields in your CRM. By connecting your CRM, you can select the relevant fields and write prompts to extract the needed information from your calls. You can associate the templates with your calls manually or automatically, and send the insights to the linked CRM fields directly from your Briefly dashboard.
Briefly can assist in creating detailed account plans by pulling data from your CRM and updating it with insights from your calls. This ensures that your account plans are always current with the latest information, helping you manage customer relationships and strategies more effectively.
With Briefly, you can gain a comprehensive view of your customer’s health by automatically calculating and saving health scores after every call. These scores are integrated into your CRM, allowing for continuous monitoring of sentiment and satisfaction over time, helping you stay proactive and responsive to customer needs.
Transform your meeting transcripts into any document with Briefly Create. Use custom prompts to generate detailed reports, customer feedback, next meeting agendas, business plans, or interview scorecards and much more. Choose from a variety of pre-made templates or create your own.
Transform your sales process with Briefly by identifying new deals from call data. These deals are sent to Slack for review and approval. Once approved, they are automatically added to your CRM, linked to the correct contact. This reduces manual entry and improves CRM data accuracy, helping your sales team stay focused on closing deals.
