What's a good AI notetaker for sales and RevOps teams?
Short answer
Look for three things: deal reports in the framework your team sells with, notes that land in your CRM without retyping, and recording that works on client calls without a bot. Acta writes MEDDPICC, BANT, SPIN and SPICED reports from Zoom, Google Meet and Teams calls, flags what the call didn't cover, and sends summaries, action points and deal reports to Salesforce, HubSpot or Zoho.
How to do it with Acta
- 1
Pick your framework
Turn on MEDDPICC, BANT, SPIN or SPICED, or more than one.
- 2
Connect your CRM
Connect Salesforce, HubSpot or Zoho in Acta's Integrations.
- 3
Record calls your way
Desktop app or Chrome extension with no bot, or the notetaker from your calendar.
- 4
Review the pipeline
Ask across every call with an account to see how a deal has moved.
What you get
- Missing deal fields flagged before forecast calls
- Search across every rep's calls for objections and competitors
- Follow-up email drafted after every call
- Customer QBR and contract negotiation templates too
Good to know
Does Acta work for RevOps reporting?
Deal reports use the same structure on every call, so fields can be compared across reps, and Zapier can send sales updates to a spreadsheet or other tools.
Is it free to try?
Yes. Acta is free for 15 days, with unlimited recordings and transcriptions.