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Selling today is high-pressure and high-velocity. Quotas are aggressive, cycles move fast, and account leaders are expected to keep dozens of deals in motion at once. There’s something else to consider though: while speed is necessary, it isn’t what closes deals—relationships do.
That’s the tension every seller faces. How do you stay personal and consultative when you’re juggling 10+ calls a day, updating your CRM, chasing down answers, and trying to be everywhere all at once?
As someone who’s worked closely with the product team at Read AI, I’ve had the chance to put our CRM Copilot through its paces. The latest update that integrates Sales AGI goes far beyond anything else I’ve seen or used on the market.
Read AI's CRM Copilot is like having an all-knowing assistant who keeps my pipeline clean, surfaces new insights, and helps me stay focused on the right deals at the right time. It tailors recommendations to how I work and nudges me when something needs attention. On average, it saves me 15 hours a week—time I now spend deepening relationships and uncovering new opportunities.
At the end of the day, deals don’t close because you’re fast—they close because you’re trusted. And with Read AI, I’m closing more.
CRM Copilot serves as the connective tissue between Read AI's smartest tools (including real-time transcription, meeting analytics, and cross-platform search) and your CRM. It’s purpose-built for sellers and integrates seamlessly with Salesforce and Hubspot to give you a complete, searchable record of every deal, no matter where the information lives.
CRM Copilot connects the dots between everything tied to a prospect across both internal and external conversations, whether it’s in emails, Slack messages, meeting transcripts, CRM notes, and/or any other multi-modal data you've integrated with your Read AI account. By bringing all that context together, it learns how you and your team work and where each deal stands. From there, it makes smart, personalized recommendations (like which deals are ready to move forward, when it’s time to update a record, or who’s due for a follow-up email) that get better over time.
Meeting reports automatically link to both your calendar events and CRM records, and Search Copilot becomes available right inside your CRM (live in HubSpot now, with Salesforce to fast follow).
In other words, you can ask questions and expect an answer based on your months or even years of client data, history, and interactions. You stay organized, nothing falls through the cracks, and your tools feel like they’re finally working together.
Tool used: Search Copilot
Time saved per week: 3 hours
Search Copilot makes it effortless to pick up exactly where I left off with a client. Before every call, I ask the tool what I need to know. Within seconds, I get a full summary of all our correspondence and CRM notes. That means I can move the conversation forward instead of wasting time rehashing old ground.
These summaries surface important context—like a prospect’s tech stack, their blockers, and what pain points they need to address. With that knowledge, I can frame the conversation around their goals and tailor my pitch in real time.
Even if I just met with someone yesterday, it’s helpful to refresh my memory on the details and spot any gaps in communication. The summaries don’t just show me what happened—they often highlight topics worth revisiting or offer suggestions about what to ask or clarify with customers. It allows me to build a clear framework for how to approach each call and get the most out of it.
That kind of attention signals to the client that I’m not just here to sell—I’m here to solve a problem. It builds trust quickly, and when the relationship feels strong, deals move faster and close more smoothly.
Tool used: Search Copilot
Time saved per week: 2 hours
Search Copilot doesn’t just remember what I’ve said—it gives me access to what my team has talked about, too, even if I wasn’t in the room. If someone on the product team had a conversation about an integration I wasn’t part of and shares the meeting report with me, it automatically becomes searchable.
Because of that, I have a high level of insight that would usually take multiple rounds of back-and-forth with my coworkers, which lets me respond to prospect queries with confidence on the spot. It’s like having the collective memory of my org in my corner.
That responsiveness builds trust, both internally and externally. My colleagues know that I am proactive and resourceful. Prospects see that I’m a reliable, informed advisor who’s fully equipped to guide them forward, and not just another rep reading a script.
Tool used: CRM Copilot and Intelligent Deal Progression
Time saved per week: 3-4 hours
Whereas I used to waste the first hour of my day trying to figure out where to start, now I immediately head to my CRM recommendations. CRM Copilot identifies which leads are active, which are slipping, and which are ready to move. For example, if Read detects that I’ve been discussing pricing, it’ll suggest moving the deal to the “Pricing/Negotiation” stage.
It also works the other way. If a client has gone quiet or indicated that they aren’t interested in moving forward, CRM Copilot reminds me to mark the deal “Closed – Lost” so my pipeline stays accurate. I don’t waste time scrubbing through email threads or over-prioritizing cold leads. I stay focused on the ones that are most likely to close.
Tool used: Sales AGI and Personalized CRM Management
Time saved per week: 6-8 hours
Before Read, I would typically spend two additional hours after my day’s calls catching up on CRM notes, writing follow-up emails, and trying to make sense of everything that happened in meetings. It was draining, and I often found myself working late just to stay on top of it all.
Now I wrap up my day in a quarter of the time. CRM Copilot automatically generates full meeting reports, updates my CRM, and drafts follow-up emails with recaps and next steps already baked in. I simply review, tweak a few lines, and send. What used to take two hours now takes 20 or 30 minutes.
Getting a better handle on my work-life balance ensures I’m not burning myself out. When I log out every evening, I feel organized and confident that my action items are covered.
Tool used: Meeting Reports
Time saved per week: 1-2 hours
I’ve used meeting recorders for years, but they were always too inefficient to use effectively—I wasn’t going to scrub through 40 minutes of audio just to find one detail. (If I barely had time to attend the meeting, I don’t have time to watch the recording. Come on now.) On the rare occasion that a recorder provides analytics, they’re surface-level at best.
Read AI's first product was a tool for analyzing and improving meetings, so the analytics aren’t just a feature—they’re a core capability and the foundation for the rest of the platform. I use them constantly. If a call fell off, for example, I open the Deep Dive report to see exactly when the client started disengaging so I can figure out what I need to clarify or reframe. That insight helps me re-engage leads with smarter, more relevant outreach, which prevents deals from going cold.
It also works in the other direction. If I see a spike in engagement or a standout sentiment score, I know the prospect is genuinely interested. And if their attention jumps during a specific part of the demo, that’s a signal: that feature matters. Either way, I walk into my next call knowing exactly what to focus on.
Read and its new CRM Copilot powered by Sales AGI capabilities aren’t just saving me time; they’re helping me deliver a better experience. Every conversation is more personal. Every follow-up is smarter. Every deal moves with more clarity and less friction.
I’m more prepared, more efficient, and more in sync with my prospects and knowledge base. Because of that, I’m also closing more deals.
Read AI's CRM Copilot saves me 15 hours a week on average—time I now spend deepening relationships and uncovering new opportunities.
© 2024 Read AI, Inc.
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