OpTonal

Overview

OpTonal is a cutting-edge AI-driven meeting notetaker and sales assistant tailored specifically for small and medium-sized businesses (SMBs). Designed to enhance sales efficiency, OpTonal automates numerous administrative tasks associated with sales meetings, allowing sales teams to focus more on actual selling rather than administrative burdens. With features like meeting recording, CRM auto-population, and insightful follow-up email generation, OpTonal revolutionizes the way sales teams manage their tasks and collaborate.

Key Features

• Records meetings and automates meeting notes for easy access.
• Auto-populates CRM fields and logs recaps to ensure accurate record-keeping.
• Generates tailored follow-up emails based on meeting discussions and insights.
• Utilizes custom prompts to extract critical information during calls.
• Offers insights after every call to improve customer engagement strategies.
• Provides visibility across the team to maintain alignment on deals.
• Saves significant time by automating administrative tasks related to sales calls.
• Quick setup process, taking only 60 seconds with no complex onboarding.
• Leverages a Large Language Model for effective content parsing and generation.

How Sales Teams Use the Tool

Sales teams utilize OpTonal to streamline their meeting processes, allowing them to concentrate more on selling rather than note-taking. By automatically recording meetings and populating their CRM systems, sales representatives can ensure accurate and timely documentation without disrupting the flow of conversation. Furthermore, the insights generated by OpTonal after each call empower teams with essential follow-up strategies, helping them improve customer relations and close sales more effectively.