Goelo AI Assistant: Automate Meetings, Enhance CRM with AI Power
Frequently Asked Questions about Goelo AI Assistant
What is Goelo AI Assistant?
Goelo AI Assistant is a tool designed to help sales teams and professionals manage their meetings and customer data better. It records meetings from platforms like Zoom and Teams and transcribes what is said. The tool also creates summaries that highlight important points and next steps, making it easier to remember what was discussed. One main feature of Goelo is the ability to automatically fill in fields in Salesforce, which is a popular customer relationship management (CRM) system. This saves time and keeps CRM data accurate and complete. Goelo supports over 30 languages, including English, Spanish, French, German, Chinese, and Japanese, which makes it useful for global teams.
Users can start with a free plan that allows up to 5 meetings without needing a credit card. This makes it easy for new users to try the tool before deciding to upgrade to paid plans. Although the free plan covers up to 5 meetings, larger teams or frequent users might consider the paid options that offer more features and unlimited meetings.
The tool also has a feature called the Second Brain, which stores detailed information about all customer interactions. This makes it easier for salespeople and managers to access past conversations and history for better customer service. Goelo’s AI-powered analysis provides insights that help teams identify key numbers, next steps, and important sales methodologies like MEDDIC and BANT.
To get started, users connect their meeting platforms and CRM systems. Once connected, Goelo automatically records, transcribes, and analyzes meetings. Users can ask the AI to focus on specific insights or generate summaries tailored to their needs. The platform is designed to improve sales productivity, automate repetitive tasks, and keep CRM data organized and accurate.
Ideal users are salespeople, sales managers, CRM managers, business development reps, and account executives. They benefit by spending less time on manual note-taking and data entry, and more time on selling. Overall, Goelo AI Assistant is a practical tool that streamlines sales processes, enhances data quality, and supports multi-language communication, making sales teams more efficient.
Key Features:
- Meeting Recording
- CRM Auto-fill
- Insight Extraction
- Multi-language Support
- Meeting Summaries
- Workflow Integration
- AI-Powered Analysis
Who should be using Goelo AI Assistant?
AI Tools such as Goelo AI Assistant is most suitable for Salespeople, Sales Managers, CRM Managers, Business Development Representatives & Account Executives.
What type of AI Tool Goelo AI Assistant is categorised as?
What AI Can Do Today categorised Goelo AI Assistant under:
How can Goelo AI Assistant AI Tool help me?
This AI tool is mainly made to meeting management and crm automation. Also, Goelo AI Assistant can handle record meetings, auto-fill crm, extract insights, summarize conversations & sync with crm for you.
What Goelo AI Assistant can do for you:
- Record meetings
- Auto-fill CRM
- Extract insights
- Summarize conversations
- Sync with CRM
Common Use Cases for Goelo AI Assistant
- Automatically record and transcribe meetings for sales teams.
- Fill out Salesforce fields with relevant meeting insights.
- Extract key insights like MEDDIC, BANT, and next steps.
- Improve CRM data accuracy and completeness.
- Enhance sales productivity through automation.
How to Use Goelo AI Assistant
Start by connecting your meeting platform and CRM, then let Goelo record, transcribe, and analyze your meetings. You can ask Goelo to extract insights, fill Salesforce fields, and review summaries.
What Goelo AI Assistant Replaces
Goelo AI Assistant modernizes and automates traditional processes:
- Manual note-taking in meetings
- Manual data entry into CRM
- Email follow-up tasks
- Manual summarization of meetings
- Disorganized customer data management
Goelo AI Assistant Pricing
Goelo AI Assistant offers flexible pricing plans:
- Free Plan (5 meetings): $0
Additional FAQs
How does Goelo integrate with my calendar and CRM?
Goelo connects seamlessly with Google Workspace, Microsoft 365, Zoom, and Salesforce to automatically record meetings, transcribe conversations, and update CRM data.
Is there a free trial?
Yes, Goelo offers a free plan with up to 5 meetings without requiring a credit card.
What languages are supported?
Goelo supports over 30 languages including English, Spanish, French, German, Chinese, Japanese, Korean, Russian, and more.
Can I customize the summaries and insights?
Yes, Goelo generates default summaries but you can ask it to focus on specific insights like key numbers, next steps, or particular sales methodologies.
Discover AI Tools by Tasks
Explore these AI capabilities that Goelo AI Assistant excels at:
- meeting management and crm automation
- record meetings
- auto-fill crm
- extract insights
- summarize conversations
- sync with crm
AI Tool Categories
Goelo AI Assistant belongs to these specialized AI tool categories:
Getting Started with Goelo AI Assistant
Ready to try Goelo AI Assistant? This AI tool is designed to help you meeting management and crm automation efficiently. Visit the official website to get started and explore all the features Goelo AI Assistant has to offer.