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Goelo Notetaker

Goelo Notetaker automates meeting notes, summaries, and CRM updates—so you can focus on your customers.

Goelo Notetaker screenshot

Category: Productivity

Price Model: Trial

Audience: Business

Trustpilot Score: N/A

Trustpilot Reviews: N/A

Our Review

Goelo Notetaker: The Smart Meeting Assistant for Sales Teams

Goelo Notetaker is an AI-powered conversational intelligence platform that revolutionizes meeting productivity by automatically recording, transcribing, and generating insightful summaries—saving time and enhancing CRM accuracy. Designed specifically for sales professionals, it seamlessly integrates with Google Workspace, Microsoft 365, Zoom, Meet, Teams, and Salesforce to deliver real-time insights, auto-fill critical fields using proven sales methodologies like MEDDIC, BANT, and SPICED, and empower users with a 'Sales Second Brain' that leverages top performer knowledge for continuous skill growth. With support for over 30 languages and customizable summary prompts tailored to different stages of the sales pipeline, it's ideal for individuals and teams looking to streamline communication and boost performance.

Key Features:

  • AI-Powered Meeting Recording & Transcription: Automatically captures meetings across major platforms with high accuracy.
  • Smart AI Summaries: Generates structured summaries including Introduction, Insights, Key Numbers, and Next Steps—deliverable in seconds via email.
  • Customizable Summary Prompts: Tailor outputs to specific meeting types (e.g., Discovery Call, Negotiation) or sales stages for greater relevance.
  • Salesforce Integration & Autofill: Automatically updates Salesforce fields with meeting insights to maintain clean, accurate CRM data.
  • Support for Sales Methodologies: Native integration with MEDDIC, BANT, and SPICED frameworks via intelligent auto-fill capabilities.
  • Sales Second Brain: Builds a personal knowledge base from top performers’ insights to improve long-term sales effectiveness.
  • Cross-Platform Compatibility: Works smoothly with Google Workspace, Microsoft 365, Zoom, Meet, Teams, and other major collaboration tools.
  • Collaborative Workspace: Enables team sharing, review, and action tracking for collective follow-up efficiency.
  • Free Trial & No Credit Card Required: Offers 5 free meetings to experience the full suite without commitment.
  • Multilingual Support: Available in over 30 languages including English, Español, Deutsch, Français, 中文, 日本語, 한국어, and more.
  • ChatGPT Integration Ready: Easily copy summaries into ChatGPT for drafting follow-up emails or next steps.

Pricing: Goelo Notetaker offers a free trial with 5 recordings—no credit card needed. The Pro plan is $49/month ($39 with yearly billing), the Business plan at $89/month ($59 with yearly billing), and Enterprise plans available with custom pricing, including a Dedicated Customer Success Manager.

Conclusion: Goelo Notetaker stands out as an intelligent, seamless solution for sales teams aiming to eliminate manual note-taking, enhance CRM hygiene, and continuously improve through AI-driven insights—making it a must-have productivity tool in modern sales workflows.

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