Pain
- Reporting spread across three tools
One notetaker for every sales conversation
📞 Phone🤝 In person
Notes, CRM updates and follow-ups from every sales conversation. Without a bot.
7-day free trial • No credit card to start
One notetaker for every sales conversation
📞 Phone🤝 In person
Chief uses your device audio, so nothing joins the meeting. No awkward bot on the client's Zoom, nothing for anyone to accept, nothing blocked by their IT. It just works — on every call you take.
Recording from your audio — no participant added to the meeting.
“Notetaker bot has joined the meeting”
Chief listens with your playbook in mind — surfacing the next question to ask, flagging the objection in front of you, and keeping a live checklist of what you still need to find out. Your best rep's instincts, on every rep's calls.
Your playbook becomes a checklist that fills itself as the call runs. Whatever is still blank at minute twenty is the conversation you have not had yet — on screen, while there is still time to have it.
Not covered yet
Not covered yet
Your buyers pick the platform, not you. Chief captures the conversation whether the call is on Zoom, Teams, Meet or Webex — so your reps never fumble a setup or lose a call because it was on the “wrong” app.
ZoomTeamsGoogle MeetWebex📞 Phone
Not every deal happens on a screen. Field visits, coffees, dinners, events — open Chief on your iPhone and get the same clean notes and next steps from the conversations that used to vanish the moment you left the room.
“…we're opening twelve new sites next year and ops can't keep up…”
“…right now it's WhatsApp and whoever remembers…”
“…I'll introduce you to our Head of Ops on
Twelve sites is the deal — ask what happens if they open with no system in place.
Get the intro to the Head of Ops agreed before you leave.
Expanding to 12 sites — ops can't keep up
Today it is “WhatsApp and memory”
Intro to Head of Ops — promised for Friday
The part reps hate is done automatically. Chief writes the summary, the next steps and the deal signals straight into your CRM — and drafts the follow-up email — so pipeline stays clean without anyone touching a form.
Chief works around your reps, so every conversation turns into progress on the deal.
No bot, no note-taking, no “one sec while I write that down.” Chief has it — and chips in with the right question at the right moment.
Clean notes, CRM updated, follow-up drafted — before your rep is back at their desk.
Zoom, Teams, a phone call or a coffee — every conversation gets the same clean notes and CRM update, in English, Spanish, Portuguese or French.
Every sales conversation — any platform, any language, in person — turned into notes, a CRM update and a follow-up. Automatically.
7-day free trial • No credit card to start
Yes. Chief captures from your device audio, so nothing joins the meeting. There's no bot for you or your buyer to admit, and it keeps working even when a client's IT blocks external recorders.
All of them — Zoom, Microsoft Teams, Google Meet, Webex and phone calls. Because Chief doesn't rely on a per-platform integration, your reps use one notetaker for every conversation, whatever the buyer chose.
Yes. Open Chief on your iPhone for field visits, coffees and events, and get the same structured notes and next steps as a video call — no more writing things up from memory afterwards.
Both. Every meeting gets a structured write-up — summary, decisions and next steps — with the full transcript kept alongside for checking exactly what was said. The notes are the part built to be read, and you can shape how they are written: the sections they use, the language they are in.
Chief captures and writes up meetings in English, Spanish, Portuguese and French — and you choose the language the notes are written in, so a meeting held in one language can be written up in another.
Yes. Chief follows the conversation as it happens and nudges you when something is still missing — a decision with no owner, a next meeting not booked — while there is still time to ask. Quiet, on your screen, and only when it matters.
Any of them — Salesforce, HubSpot, Pipedrive, Zoho, and internal or bespoke systems. Chief writes summaries, next steps and deal signals straight to the opportunity record — and drafts the follow-up email — so pipeline stays current without your reps filling in forms. It even handles the custom fields other tools can't.
The write-up happens on its own: structured notes with decisions and action items, and a follow-up email drafted in your own inbox — you approve it before anything is sent. Meetings end with the admin already done.
Yes — download Chief and capture your meetings free for 7 days. No credit card to start, no setup call, no bot.
Yes. Your data is encrypted in transit and at rest, your conversations are never used to train third-party models, and you choose what gets shared. Enterprise plans add further security controls and SSO.