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Wednesday · June 3, 2026 · Issue No. 885

What does it do?

  • Sales Call Automation
  • CRM Data Capture
  • AI-Generated Follow-up Emails
  • Real-Time Sales Insights
  • Playbook Tracking

How is it used?

  • 1. Setup playbook & integrate
  • 2. Track convos & capture data
  • 3. Generate emails & update CRM
  • 4. Improve sales w/ AI insights
  • 5. Available web app & API

Who is it good for?

  • Account Executives
  • Sales Professionals
  • Customer Success Managers
  • Sales Managers
  • Revenue Operations Teams

What does it cost?

  • Pricing model : Subscription
  • Free version : Yes
  • Free trial : 30 days
  • Starting monthly price : If billed monthly $69.00
See more

Details & Features

  • Made By

    WINN.AI
  • Released On

    2021-05-16

WINN.AI is an advanced AI sales assistant that automates routine tasks, captures data in real-time, and provides actionable insights during sales calls. This software is designed to help sales professionals focus more on their customers and less on administrative duties, streamlining the sales process.

Key features:
- Real-Time Playbook Tracking: Tracks conversations in real-time, ensures all talking points are addressed, and helps maintain focus on the customer.
- Automated Data Capture: Captures prospects' answers automatically, imports data to Salesforce or HubSpot with one click, and maintains CRM hygiene effortlessly.
- AI-Generated Emails: Creates customized follow-up emails based on meeting recordings, saving time and ensuring timely follow-ups.
- Real-Time Sales Insights: Provides instant answers to prospects' questions and feeds relevant information discreetly during conversations (coming soon).
- Seamless CRM Updates: Automatically updates CRM with captured data, reducing time spent on manual data entry.
- Frictionless Playbook Adoption: Ensures team consistency and brand alignment, simplifying the adoption of sales playbooks.
- Effortless CRM Hygiene: Keeps customer records up to date without manual effort.

How it works:
1. Users set up their playbook or adapt an existing one and integrate with Salesforce and HubSpot for seamless data transfer.
2. During sales calls, the system tracks conversations in real-time, captures data and talking points automatically, and provides real-time insights and answers to questions.
3. After the call, it generates follow-up emails based on the conversation and updates CRM with captured data.
4. The system continuously improves sales processes with AI-driven insights and reduces administrative workload.

Integrations:
Salesforce, HubSpot

Use of AI:
WINN.AI uses AI for generating emails, providing real-time sales insights, and automating data capture and CRM updates.

AI foundation model:
The AI foundation model is likely based on models similar to GPT-3.5, though specific details are not provided.

Target users:
- Sales reps and account executives
- Sales managers and leaders
- Revenue operations teams

How to access:
WINN.AI is available as a web app and API.

Applicable Industries:
- Technology and SaaS
- Financial services
- Healthcare
- Retail and e-commerce
- Manufacturing

  • Supported ecosystems
    Salesforce, HubSpot
  • What does it do?
    Sales Call Automation, CRM Data Capture, AI-Generated Follow-up Emails, Real-Time Sales Insights, Playbook Tracking
  • Who is it good for?
    Account Executives, Sales Professionals, Customer Success Managers, Sales Managers, Revenue Operations Teams

PRICING

Visit site
Pricing model: Subscription
Free version: Yes
Free trial: 30 days
Starting monthly price: If billed monthly $69.00
Starting annual price: If billed yearly $69.00

Alternatives

Arphie optimizes RFP responses and content libraries, accelerating deal velocity for sales teams.
Create and manage online ads on Google, Facebook, and Instagram with AI-generated content.
xiQ personalizes B2B sales using AI to analyze buyer mindsets and tailor marketing strategies.
Octave generates personalized GTM strategies and insights for B2B sales and marketing teams.
Flux captures, summarizes, and enables interaction with meeting content across platforms.
Automate email warm-up to improve deliverability and sender reputation for sales teams.
Accent Technologies uses AI to boost sales and marketing performance through content management and guided selling.
PixelMe optimizes off-Amazon ads to boost Amazon rankings and sales for sellers.
Enhance sales performance with real-time coaching and automated CRM updates during calls.
Automate outbound sales with AI agents for lead generation, research, and personalized outreach.
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