Build relationships. Agents do the rest.
Show up prepared. Follow through every time. Skip the admin in between.
Trusted by the world’s best
The work around the sale, handled. Show up prepared, follow through every time, keep the attention on the buyer.
Start every day ready for every conversation.
Know what matters in every conversation before it starts: what this customer cares about, what was promised, what moves the deal forward.
- Size: ~140 employees (+22% YoY) linkedin.com
- What they do: Freight software for mid-size shippers - quote, book and track loads across carriers from one dashboard northwind.io
- Last call, 12 days ago: Daniel wants quoting cut from a day to an hour before peak season, and asked what a pilot would look like.
- Open: pricing for a 25-seat pilot, sent Tuesday. No reply yet, so lead with it.
Gmail
CalendarYour whole pipeline, ready to work.
Calls don’t cool a hot hand. Hunting numbers and writing follow-ups do. Tables puts the top of the pipeline in one list, with the emails written and the reasons to call ready. Call. Email. Next.
The meeting ends. The follow-up is already written.
Nothing promised gets forgotten. Every conversation becomes a follow-up that lands the same day and a CRM that is already current.
Hi Daniel!
Thanks for a good conversation today, and for being clear about what Northwind needs first. We’ll start where you suggested: a four-week pilot with the Midwest team, set up so a quote takes an hour instead of a day.
I’ll send the pilot plan and pricing for 25 seats by Thursday, so you have both well before your decision in two weeks.
Talk soon!
--
Best regards,
Emma Hart
Account Executive
Open draft in Gmail- Deal on Northwind · 4 fields
- Stage
- DiscoveryPilot
- Value
- $18,000$30,000
- Close date
- EmptyIn two weeks
- Next step
- Send pricingSend pilot plan
- Qualification on Northwind · 3 fields
- Pain
- EmptyQuotes take a day
- Champion
- EmptyDaniel Reyes
- Decision
- UnknownDaniel, after pilot
- Task on Northwind · Send pilot plan
- Note on Northwind · Emma x Daniel
Just ask, or just say it.
Think out loud instead of typing. Update a deal by voice walking out of a meeting, draft a reply to the email that can’t wait, or work out what a stuck deal needs to move.
- Update Northwind: pilot agreed, decision in two weeks
- What did we promise Vireo on pricing?
- How do I get the Halden deal unstuck?
Which of my deals are stuck, and what gets each one moving?
Worked for 38s
Three open deals have gone quiet for more than ten days. Here is what is holding each one, from your calls, emails and the CRM.
Needs you this week
Type your message... (@mention, /skills, Tab for suggestions)⌘JUpdate Northwind: pilot agreed, decision in two weeks
“The meeting briefs are just gold. I don’t open LinkedIn anymore - only to connect with people.”
FAQ
Something we have not answered? Talk to us.
How can AI prepare me for a sales meeting?
Before an external meeting, Spiich writes a brief from live research on the company and each participant, the linked CRM deal and past email threads: what the company does, who is in the room, where the deal stands and what is worth raising. Briefs appear in My Day, and the day's briefs can arrive as one email at 6 AM in your own timezone. At Zubs, meeting prep fell from five minutes or more to under one minute per meeting. See how meeting briefings work.
Can AI tell me which deals to work on today?
Yes. In Spiich, an admin sets up a table with a plain-English brief such as "the deals I should push on today", and on a schedule the admin sets, Spiich picks up to 25 records for each person, each with a note on why it is there. It only chooses from records already in your CRM and never searches the web, so the list is the pipeline you already have, and action columns can put call, text and email buttons on every row. See tables Spiich builds for you.
Do we have to use your meeting recorder?
No. Spiich works with the recorder you already use, including Fathom and Fireflies, or you can use ours. See how to bring in meetings from other tools.
What gets written to the CRM after a sales meeting?
After a recorded or imported meeting, Spiich updates the deal, such as its stage and next step, creates or updates the external people and companies involved, saves one meeting note on the most relevant record and adds at most one follow-up task when real work remains. Depending on a setting you choose, the changes wait as proposals you accept or go straight into the CRM, and nothing is deleted. At BuilderBase, each person runs 70 customer meetings a week with zero time spent on CRM admin between them. See meeting notes and CRM updates.
Does the follow-up get sent automatically?
No. Spiich drafts the follow-up from the meeting, the CRM records and your earlier emails with the attendees, then leaves it for you to review and send from your own mail client, because its access to your mailbox is read-only. A meeting you did not record gets a draft too: write your notes on the meeting and click Process Meeting. See how follow-up drafts work.
How do I find stalled deals and get them moving again?
Ask Spiich in chat, typed or spoken, for example "Which deals have gone quiet?". It looks through your connected CRM, email, calendar and past meetings, names the deals that have stalled and what is holding each one, and can draft the next email for you to send. For a single deal, ask what it needs to move and the answer draws on the calls, emails and CRM history behind it. See chat basics.
