Streamline Client Work with Briefly 2.0: Elevate Customer Meetings, Simplify Admin Tasks

October 24, 2023

In today's fast-paced business landscape, time is of the essence. That's why at Briefly, we're on a mission to transform your work life, one meeting at a time. We firmly believe that meetings should be about building relationships, making critical decisions, and delivering value to your customers, rather than getting bogged down in administrative tasks.

📣 Here's what's new at Briefly:

1. Pre-meeting Briefs: Your Secret to Staying Ahead

  • Briefly 2.0 introduces a game-changing feature: Pre-meeting Briefs. Say goodbye to scrambling for information before your calls. With Slack reminders, you'll receive essential details about your upcoming meetings, including convenient summaries of previous interactions. Stay well-prepared and make every conversation count.

2. Intelligent Reminders: Never Miss a Beat

  • Keeping track of important dates and follow-ups has never been easier. Briefly automatically generates follow-up reminders and Slack notifications for any dates mentioned during your calls. Whether it's a promised decision in a month or a critical milestone, we've got your back.

3. Automatic CRM Updates: Effortless Data Management

  • We understand the value of your time. Briefly 2.0 takes care of the heavy lifting by extracting relevant information from your calls and seamlessly updating your CRM right after your call concludes. Say goodbye to manual data entry and hello to accuracy and efficiency.

4. Customer Profiles: Unlock Deeper Insights

  • Delve into your customers' needs like never before with our Customer Profiles feature. These profiles are automatically generated from call transcripts, providing in-depth insights into your customers' preferences and requirements. Plus, with GenAI-powered account recommendations, you'll be empowered to nurture your relationships intelligently.

Elevate your meeting experiences while simplifying administrative tasks, free up your time to be there for your customer which is what truly matters.

Request a demo from our team or secure your spot for early access at