1. AI Email and Follow-Up Drafting
Write Less. Close More.
Our AI drafts contextual, ready-to-send emails and follow-ups based on your CRM fields, last interaction, lead stage, and even call summaries. Your sales or support teams simply review and send — drastically reducing lag time in communication.
What it does:
- Pulls data from deal stage, last meeting, contact role, and previous conversations.
- Generates multiple tone options (e.g. friendly, formal, assertive).
- Supports merge fields for personalization at scale.
- Suggests follow-up timing or CTA based on past engagement.
Best For:
- Sales reps handling multiple prospects.
- Customer success teams managing client check-ins.
- Support agents closing conversations or sending solutions.
2. Call and Meeting Summarization
No More Manual Notes. Just Actionable Insights.
Every internal or external meeting is instantly transcribed and summarized. Action items, decisions, and risks are extracted and logged directly into your tools — giving your team better visibility, even if they weren’t in the room.
What it does:
- Identifies speakers, segments the conversation.
- Labels tasks, risks, blockers, decisions, and client questions.
- Pushes summaries into Salesforce, monday.com, or Slack.
- Can create next-step checklists automatically.
Best For:
- Sales managers reviewing team activity.
- Project managers managing multiple client accounts.
- Leadership tracking meetings asynchronously.
3. Proposal and Content Generation
Build Tailored Documents in Minutes.
Using CRM deal data, product/service templates, and customer preferences, our AI assembles proposals, service documents, pitch decks, and more — saving your team from repetitive content creation.
What it does:
- Auto-fills pricing, timelines, service scope, client info.
- Suggests proposal structures based on industry or deal type.
- Integrates past case studies or testimonials.
- Exports to branded, editable formats (Google Docs, PDF, PowerPoint).
Best For:
- Sales engineers and solution consultants.
- Agencies and service firms creating recurring proposals.
- Onboarding teams creating welcome decks.
4. LinkedIn and Lead Intelligence Summaries
Spend Less Time Researching. Personalize Every Touchpoint.
Before every sales call or outreach, our AI gives you a 1-minute brief on the person you’re contacting — including their role, interests, company data, and recent public activity — so you can sound like you’ve done hours of prep.
What it does:
- Scrapes LinkedIn summaries, recent posts, activity.
- Identifies job role, buying power, team structure.
- Generates “Why Now” messaging based on triggers.
- Integrates into CRM lead view or Slack notifications.
Best For:
- SDRs doing daily outreach.
- AEs preparing for demos or renewals.
- Founders or CSMs trying to personalize touchpoints.
Team-Wide Benefits:
- SDRs doing daily outreach.
- AEs preparing for demos or renewals.
- Founders or CSMs trying to personalize touchpoints.
| Team | Before AI | With Appsavio Generative AI |
|---|---|---|
| Sales | Wrote every follow-up manually | Emails drafted instantly with deal context |
| Marketing | Struggled to personalize campaigns | Tailored content for each segment auto-created |
| Support | Typed repetitive solutions | Common ticket responses drafted automatically |
| Ops | Notes scattered across docs | Structured summaries directly in CRM |
Security, Branding, and Control:
We understand communication is sensitive — which is why everything we generate follows your brand tone, data policies, and compliance frameworks.
- SOC2 & GDPR compliant.
- Role-based content access.
- Custom prompt tuning to match your brand language.
- Hosted on secure infrastructure or private cloud.
Real-World Scenario:
A 10-person sales team was spending nearly 25 hours/week writing follow-ups, recapping calls, and preparing proposals.
After Appsavio AI Implementation:
- Follow-up time reduced from 15 minutes to 1.
- Meeting notes auto-synced into Salesforce.
- Proposals sent within the same day of call.
Result:
- Follow-up time reduced from 15 minutes to 1.
- Meeting notes auto-synced into Salesforce.
- Proposals sent within the same day of call.
