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Elevate Every Customer Interaction with AI
Briefly Success is a new product from Briefly that enhances customer relationships by remembering important customer details, automating outreach reminders and updating your CRM
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Remember everything about your customers
Briefly builds customer profiles for you based on all of your interactions with customers. Automatically track important dates, org structure and decision makers, personal details, and trends over time.
Be prepared for every customer meeting
Briefly will send you pre-meeting briefs for every customer meeting recapping important details about your customers and notes from your last call with them.
Turn Reactive Routines into
Productive Realities with Briefly
Reduce Admin Tasks
Automatically update your CRM after every meeting, eliminate manual data entry and ensure all client interactions are archived accurately.
Be more proactive with your relationships
Briefly intelligently suggests follow-ups, analyzes account health, and puts together account growth plans based on the transcript of your calls with customers, allowing you to be more proactive with your relationships
Try Briefly Create
Download the Briefly Chrome Extension or log into BrieflyCreate to upload any document
Notes and Call Transcript
Transcribe any meeting in over 40 different languages and capture AI notes
AI Summaries
Get personalized AI summary, key insights and action items after every call
Briefly Create
Transform your meeting into polished documents and post-meeting deliverables.
Follow-up emails
Get personalized AI summary, key insights and action items after every call
AI meeting summaries, insights, and follow ups
