PepoSmart for Sales
Book more demos, capture every buying signal, and follow up before the deal cools — automatically.
PepoSmart records your sales calls, scores each one out of 100 against a published four-part formula, detects objections and competitor mentions, produces a deal-risk score, and drafts the follow-up from what was actually promised. Approved action items sync to any of ten CRMs, and suggested deal-stage changes wait for your approval.
| Plan needed | Starter ($12/user/month) for AI notes and coaching. Professional ($19) for CRM sync, payments and email sequences. |
|---|---|
| Requires | Zoom, Google Meet or Microsoft Teams for recording, and a connected CRM for sync. |
| Last verified | 22 August 2026 |
Speed to meeting wins deals, and admin loses them. PepoSmart routes inbound prospects to the right rep instantly with round-robin scheduling, and qualifies them with custom booking questions before the call ever starts.
During the call, the AI notetaker captures everything: sentiment, buyer intent, objections, and the commitments your rep made. Minutes after it ends, there's a follow-up draft ready — send pricing, share the proposal, book the next step — and the CRM is already up to date.
How PepoSmart helps
Instant demo routing
Round-robin events spread inbound meetings fairly across reps based on real availability, so hot leads never wait on a rep's calendar.
AI that hears buying signals
Every recorded call is analyzed for sentiment and buyer intent, with action items extracted and typed — send pricing, send proposal, schedule follow-up.
CRM updates itself
Bookings and extracted action items sync to HubSpot or Salesforce automatically, so pipeline reviews run on data, not memory.
How it works
- 1
Put booking links everywhere
Website, outbound emails, signatures. Custom questions qualify the prospect and prep the rep before the call.
- 2
Route to the right rep
Round-robin distributes fairly; collective events bring an SE or manager into deals that need them.
- 3
Record and analyze every call
The AI bot joins, transcribes, and produces a summary with sentiment, intent, and typed action items.
- 4
Follow up while it's hot
Smart templates draft the follow-up based on what was promised. Review, personalize the placeholders, send.
Everything included
- Round-robin lead routing across the team
- Custom qualification questions on booking pages
- AI recordings with sentiment and buyer-intent analysis
- Typed action items: pricing, proposal, demo link, next meeting
- Smart follow-up email templates per action type
- Native sync with ten CRMs for bookings and action items
- Slack notifications the moment a demo is booked
- Payment collection for paid pilots or workshops
- Reminders that cut no-show rates
What PepoSmart does not do for sales
- There are no qualification or routing forms, no weighted distribution and no territory rules — round-robin here means picking an available host, not running a routing engine.
- Deal-stage changes are recommendations, never automatic writes.
- The call score measures conversational mechanics, not whether the deal will close.
- We publish no win-rate, quota or revenue outcome figures. Those need a controlled study we have not run.
Frequently asked questions
How do AI follow-up drafts work?+
After a recorded call, PepoSmart analyzes the transcript, identifies the primary commitment — like sending pricing or a proposal — and generates an email draft from a matching template with placeholders for specifics. The rep reviews, fills, and sends.
Which CRMs are supported?+
Ten CRMs connect natively with OAuth — HubSpot, Salesforce, Pipedrive, Zoho CRM, Microsoft Dynamics 365, Freshsales, Copper, monday.com, ActiveCampaign and Close. Bookings create or update the contact, recorded meetings are logged, and action items you approve sync as tasks. CRM integrations require the Professional plan or above; Zapier and Make cover anything else through webhooks.
Can managers review reps' calls?+
Yes — meeting-note visibility is a per-member team permission, so managers can review recordings, summaries, and follow-up quality across the team.
See what PepoSmart can do for sales
Free plan includes unlimited meetings and every core scheduling feature. Upgrade anytime.
Start free todayPlans, limits and integrations on this page come from our product facts registry. Spotted something out of date? Email [email protected].
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