C O N V E R S H A K E

Reclaim 10 hours every week
with AI-powered sales task automation.

Convershake is an add-on to your AI notetaker or customer communication platform.
Save money and time by enabling unlimited AI task executions and add the functionality you have been missing.

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What tasks can Convershake help you with?

  • Provide instant answers

    Automatically retrieve relevant responses from your knowledge base during customer interactions—reducing response times and ensuring accurate information at your fingertips.

  • Update CRM

    Automatically send MEDDPICC details, key insights, next steps, and forecast to the right CRM fields to save time and ensure everyone works from the same source of truth.

  • Send the follow-up email

    Instantly summarize the discussion, restate next steps, and send the required resources while the meeting is top-of-mind.

  • Schedule the next meeting

    Lock in the follow-up date and invite all stakeholders to keep the deal moving.

  • Request required approvals

    If special pricing or contractual terms are needed inform finance, sales ops or legal to avoid any delays.

  • Collect required information

    Gather competitive intel, customer research, or any other data that may impact your next steps.

  • Share customer insights

    Relay feature requests, bugs, or concerns to product and success teams to refine the roadmap or address urgent issues.

  • Create a sales proposal

    Draft a new proposal or revise an existing one based on customer feedback.

  • Update marketing campaigns

    Share customer stories and feedback with the marketing team to update or create campaigns that resonate with similar prospects.

  • Align with other teams

    Create recaps, health scores, follow-up tasks and onboarding briefs for customer success and other teams.

Are you looking to sell more with AI?

Join our waitlist

Sales tool vendors - provide AI tools for your users with just a few lines of code.

If your SaaS has an AI transcript feature, you can now enrich static notes and make them actionable with AI agents.
Convershake APIs provide an integration layer that will enable agentic outcomes for your users within your own product.

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What are the positive business outcomes?

  • One Integration, Endless Capabilities

    Offer your users powerful AI-driven features—research, writing, coding, design—without building and maintaining them yourself.

  • New Revenue Streams

    Earn outcome-based revenue through orchestrated AI usage.

  • Boost Engagement and Stickiness

    Turn notes into real actions so your users stay active in your platform — no friction, no idle transcripts.

Ready to beat your competition?

Schedule a demo