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About
SalesBriefAI does your pre-call research before you say hello — reading what's public about the person and their company and distilling it into a briefing built around what you sell, what you already know, and the objections you'll hear.
You give SalesBriefAI a prospect's work email, or their first name, last name and company website, plus a line about what you sell. It researches the prospect and their company from current public sources — company websites, recent news, press releases and publicly available professional information — and returns a structured PDF briefing in minutes.
Each briefing covers the prospect's background and career summary, a company overview and recent activity, relevant public signals, talking points and conversation starters, and meeting preparation recommendations. Briefings are written in the sales methodology your team already runs on — more than 40 are supported, including MEDDIC, BANT, SPIN Selling and Challenger.
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About
Create an amazing experience for clients with a beautifully designed interface. Manage client requests, send briefs and proposals, get client sign-off and more. Embed the apps you use in the same interface. No more app-switching. All your smart documents in a simple interface. Keep client content requests, briefs, proposals, SoWs, progress updates, sign-off requests all in one place. Each document can have action items. Your client will see a summary of everything they have to do. Help them help you deliver on time. Embed the apps you already use and give your client access. Figma prototypes, Airtable bases, Trello boards, Miro boards and many many more. Create case studies of your past work, add client testimonials and reuse them in any Proposal or Brief.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Salespeople, AEs, SDRs, GTM Engineers, Marketers
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Audience
Client Portal for Small Agencies and Freelancers
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Screenshots and Videos |
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PricingPay as you go, no subscription
Free Version
Free Trial
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Pricing
$9 per month
Billed monthly or annually
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationSalesBriefAI
Founded: 2025
United States
salesbriefai.com
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Company InformationSuperOkay
United Kingdom
superokay.com
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Categories |
Categories |
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Dashboard Features
Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets
Document Management Features
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
File Sharing Features
Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management
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Integrations
Airtable
Canva
Dropbox
Figma
Google Drive
Trello
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