PepoSmart for Sales
Book more demos, capture every buying signal, and follow up before the deal cools — automatically.
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
- HubSpot and Salesforce sync 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
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?+
HubSpot and Salesforce connect natively with OAuth — bookings create or update contacts, and extracted action items sync as tasks. Zapier covers other CRMs through webhook triggers.
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.
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