Follow-up email
Sitting in drafts. Or never written. The moment has passed.
Built for account managers
Speak a 90-second recap after your meeting. You get a draft email, action items, and a CRM-ready note. Nothing leaves your phone until you say so.
The problem
You walk out of a great meeting with full context and momentum. By the time you're back at your desk, the detail has blurred, and so has the deal.
Sitting in drafts. Or never written. The moment has passed.
Scattered across your notes, their notes, and nobody's notes.
Added days later from memory. Incomplete. Sometimes wrong.
Built for the rep first. The CRM note, action items and follow-up only leave your phone after you sign off.
How it works
Built for the five-minute window after the meeting, while your context is fresh and your customer is still thinking about it.
Grab your phone and quickly say what was agreed, what the customer wants, and what the next step is.
You immediately get a summary, action items, CRM fields, and a follow-up. Only change what needs changing.
Send your follow-up while the conversation is still fresh and sync the most important deal details to your CRM.
What you get
Everything you would normally still do later is ready immediately.
Meeting summary
Q3 roadmap meeting · 90s recording
Reviewed the Q3 roadmap with the VP of Engineering, and Phase 1 budget is approved
Main concern is the integration with the existing ERP system
Next step depends on the revised statement of work
Ready · You review before anything is sent
Action items
3 commitments · who, what, by when
Send revised SoW to Sarah Chen
Schedule technical deep-dive
Share Acme case study
Ready · You review before anything is sent
CRM update
Meeting note linked to company and contact
Ready · You review before anything is sent
Follow-up email
Draft ready · edit or send
Thanks again for the conversation today. As discussed, I will send the revised statement of work on Friday and include the Acme case study before the technical session.
Ready · You review before anything is sent
My follow-up used to go out the next day, when the moment was already gone. Now it lands while the customer is still walking back to their desk. That changes how the next call starts.
What we left out
Most AI sales tools overreach. Speak2Action only does the work the rep wants done.
We don't join your calls and we don't transcribe your customers.
Every email and every CRM update is reviewed by you first.
We don't score tone or rate performance. Your customer work is not turned into surveillance.
Outputs are yours. Voice notes are retained only as long as needed to process them.
No. You record a short recap yourself, right after the meeting ends. Your conversations are never recorded by the app.
Yes. Everything is editable. Nothing is sent or saved without your explicit approval.
Yes. Dutch and English are both fully supported.
Never. You decide what goes out, when, and to whom.
Yes. Speak2Action creates CRM-ready output and can sync meeting notes to HubSpot today. If your team uses another CRM, we'll discuss what integration is needed during your pilot.
Account managers and field reps who have back-to-back client meetings and never enough time to follow up properly.
Pilot
A paid pilot with your own team, set up around your CRM and your meetings.
Reply within one business day.