Halosight

Founded 2019

Record customer meetings and automatically sync notes and action items to your CRM

You can use Halosight to capture and organize customer interactions from in-person site visits and remote sales calls. It records conversations, generates structured summaries, and extracts commitments, follow-up tasks, and deal signals without manual data entry. The system syncs these notes, updated fields, and action items directly into CRM systems like Salesforce and HubSpot. It also assists reps with quick pre-meeting briefings based on past interactions, ensuring sales teams prepare faster and maintain reliable pipeline records without spending hours updating databases.

What Halosight does

Record and transcribe client conversations on mobileGenerate structured meeting summaries and action itemsSync notes and opportunities directly to CRM recordsTrack verbal customer commitments and delivery promisesReview automated account briefs before on-site meetingsDetect risks and competitive mentions in conversationsRecord and transcribe in-person and remote meetingsAutomatically sync meeting notes and fields to CRM systemsTrack customer commitments and promises in a dedicated ledgerExtract action items and follow-up tasks automaticallySurface deal risks, pricing pressure, and customer signalsGenerate quick pre-meeting briefing notes before account visitsWork offline on mobile devices during field site visits