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Feature Spotlight: Notes, Follow-Ups & CRM Entry-Without Lifting a Finger

January 20, 2025
Samuel Nuri
Feature
Feature Spotlight: Notes, Follow-Ups & CRM Entry-Without Lifting a Finger

After every meeting, Trale gets to work. It transcribes the call, summarizes the discussion, drafts a follow-up email, and logs the entire interaction in your CRM.

You can even customize how summaries and emails are written by creating your own prompts, making Trale sound just like you. No more switching tabs, no more admin. Just seamless execution.

Streamlined Workflow for Busy Professionals

Trale's automated meeting task capabilities are designed to eliminate the post-meeting administrative burden that professionals face daily. With support for over 100 languages and integration with popular CRM platforms like HubSpot, Salesforce, and SuperOffice, Trale ensures that no important details fall through the cracks.

Real-world Application

A typical Trale workflow includes:

  • Automatic meeting transcription with high accuracy
  • AI-generated meeting summaries highlighting key points
  • Drafted follow-up emails ready to send with minimal editing
  • Direct CRM updates with meeting notes and action items
  • GDPR-compliant data handling and encryption

Customization Options

Teams can tailor Trale to match their specific needs and communication style. Custom prompts and templates allow the AI to generate content that sounds authentic to your brand voice and meets the specific requirements of different projects and teams.

The straightforward onboarding process includes a three-week free trial, allowing teams to experience the full benefits of automated meeting management before committing to the platform.