BriefDeck

Your meeting prep agent — for you, your team, and the people managing them.

BriefDeck reads your calendar, email, and CRM, then prepares you for every meeting. The more your team uses it, the more it shows you about what's working.

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For reps

Walk into every meeting prepared.

You spend the first 30 minutes of every morning prepping for meetings. Or worse — you don't, and you walk in cold.

BriefDeck reads your calendar, email threads, and CRM each morning. By the time you sit down with coffee, every meeting has a brief: who's in the room, what they care about, what's happened on the deal, what to ask, what to avoid.

  • Calendar + email + CRM, synthesized

    Never start from a blank page.

  • Surfaces what you'd miss

    Last call's commitment, the contact's stated objection, the deal's stalled stage.

  • Updates as context changes

    Regenerate when something new lands in the CRM or inbox.

Best for: individual reps and account executives

Try it solo →

Tomorrow · 10:00 AM

Sales · prepared

Acme Inc. — quarterly review

Sarah Chen (VP Eng) · Marcus Rivera (Procurement) · you

TL;DR

Renewal expansion conversation. Sarah mentioned hiring 4 more engineers last call (May 2). Procurement's been quiet — that's the risk.

The ask

Confirm seat expansion and get procurement on a follow-up call by Friday.

Top risk

Procurement silence. 9 days since Marcus's last reply on the MSA thread. Bring it up early.

Walk out with

  • ·Confirmed seat count for Q3 expansion
  • ·Marcus's name on a 30-min call this week
  • ·Sarah's preferred kickoff date for new hires

Brief view — what your agent has waiting at 8 AM.

Past activity

  • Discovery call · Apr 18

    Sarah · "Looking at Q3 for the rollout."

    Logged by Sarah Chen (SDR)

  • Tech review · Apr 25

    SOC 2 confirmed. Marcus to review MSA.

    Logged by Dev Patel (SE)

  • Pricing review · May 1

    Sarah open to seat expansion. Asked for ramp pricing.

    Logged by you

Your notes

Synced to Salesforce

Sarah confirmed Q3 timing. Hiring 4 engineers. Wants ramp pricing for seats 11–14.

Marcus dragging on MSA review. Sarah will nudge internally.

— logged 3 min ago

Posted to deal · Acme Q3 expansion View in Salesforce ↗

Notes flow both ways — into briefs from CRM, out from BriefDeck back to CRM.

For sales teams

Make every meeting count for the whole team.

When the SDR hands off to the BDR, half the context disappears. By the time someone takes over the deal, they've forgotten what the customer said three calls ago.

BriefDeck connects to your CRM as the source of truth. Notes you log in BriefDeck post directly to Salesforce or HubSpot as activity. The next person to open the deal — whether it's the AE, a specialist, or a new owner after reassignment — sees the full prep history alongside their own brief.

No re-typing. No "wait, what did Sarah say in the last call?" The deal carries its own memory.

  • Notes sync to your CRM automatically

    Salesforce Tasks, HubSpot Engagements — no copy-paste.

  • Past activity surfaces in every brief

    Even from teammates who logged it directly in the CRM.

  • Handoffs happen through CRM ownership change

    BriefDeck reflects what's in the source of truth.

Best for: SDR/BDR teams, AEs working with sales engineers, account teams handing off across the lifecycle

Start a team workspace →

For sales managers

See what's actually driving outcomes.

Your team's pipeline is slipping. Salesforce shows you the numbers. It doesn't tell you why.

BriefDeck is the only sales tool that connects prep behavior to pipeline outcomes. We don't just show you who's behind quota — we show you whether the reps who prep are advancing deals faster than the ones who don't.

Sales managers walking into Monday 1:1s open BriefDeck instead of opening Salesforce reports. They see who's at risk, what's driving it, and which coaching conversation matters most this week.

Closed won · YTD

$3.4M

68% to plan

Weighted pipe

$1.9M

42 deals open

Prep impact

+34%

advance lift, prepped vs. not

Rep leaderboard · this quarter

prep signal

  • Sarah Chen
    $640K 112% 92%
  • Marcus Rivera
    $510K 88% 78%
  • Devon Patel
    $420K 74% 51%
  • Jamie Liu
    $190K 38% 22%

Prepped meetings advance 34% more often than unprepped, controlled for rep · 95% CI 28–41% · n=412

Manager dashboard — quota pacing, leaderboard, prep impact.

What other tools show

  • · Pipeline value (Salesforce reports)
  • · Call recordings (Gong, Chorus)
  • · Email sequences (Salesloft, Outreach)
  • · Forecast accuracy (Clari)

What BriefDeck adds

  • → Did the rep open the brief before the meeting?
  • → Did the brief surface the right risks?
  • → Did the rep send the follow-up within 24h?
  • → Are deals where prep happened advancing faster than ones where it didn't?

BriefDeck sees the prep step that no other tool sees. That's the moat — and the metric your VP will care about at renewal.

  • Quota pacing across your team

    Closed-won, weighted pipeline, per-rep attainment — with prep behavior color-coded next to each rep.

  • Coaching flags that surface real issues

    Pipeline stalling, prep rate dropping, follow-up SLA missed. The signals that come before the slip.

  • Board-ready report in one click

    Exec summary narrative + PDF export for your CRO or QBR.

Best for: sales managers, VPs of sales, RevOps leaders building the metrics case for their team

Book a demo

Pro Solo

$179/mo

Walk into every meeting prepared.

Pro Team

$199/seat/mo

3-seat minimum · from $597/mo

Make every meeting count for the team.

Manager dashboard

Included with Pro Team

See what's actually driving outcomes.

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