Keep your Salesforce opportunities and contacts up-to-date with Read AI-generated meeting notes. Spend less time on manual updates and more time closing deals with Read AI.
Never manually update another contact or opportunity in Salesforce again. Read AI automatically pulls insights from your meetings and syncs them into Salesforce — from updating existing records to creating new ones for participants. This keeps your CRM clean, complete, and always ready for action — no more chasing updates or missing context.
CRM Copilot transforms how you manage your pipeline — intelligently predicting which deals are likely to close, surfacing blockers before they become problems, and highlighting where to focus next.
With Salesforce connected, Search Copilot gives you instant answers to questions like: “What’s the status of the Q2 pipeline?” or “When did we last meet with Acme Inc.?” — right from your Read workspace.
Get the best of both worlds — intelligent deal insights and effortless CRM hygiene.
Automatically enrich Salesforce lead and contact profiles with detailed meeting summaries.
Keep Salesforce up-to-date with meeting notes and follow-ups synced after every call.
Surface insights, spot risk, and move deals forward with Read AI’s CRM Copilot.
Get instant answers from Salesforce with Search Copilot — no digging, no dashboards.
Take your meeting notes to the next level when you connect Read AI to powerful integrations. Connect Gmail, Slack, HubSpot, Zapier, and more to get comprehensive meeting summaries and leverage productivity AI wherever you work.
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