How it works
Four steps to better calls
SalesHUD connects to your meeting platform, listens in real-time, retrieves your playbooks, and surfaces guidance—all in under 2 seconds.
1
Connect meeting audio
SalesHUD integrates with Zoom, Google Meet, or Microsoft Teams. A lightweight app or extension captures audio from your meeting.
- No meeting bot joins—completely invisible to prospects
- Works on any device with minimal setup
2
Live transcription
Audio is transcribed in real-time with speaker detection. You see what's being said as it happens.
- High-accuracy transcription optimized for sales conversations
- Identifies you vs. prospect automatically
3
Retrieve context (RAG)
SalesHUD searches your playbooks, account notes, and past interactions to find the most relevant information for this moment.
- Uses semantic search to understand intent, not just keywords
- Pulls from your custom content library
4
Generate real-time cues
Based on the conversation and context, SalesHUD generates cue cards, objection responses, and suggested next steps—displayed in your HUD overlay.
- Sub-2-second latency from speech to suggestion
- Continuously updates as the conversation progresses
What you provide
SalesHUD gets smarter with your content. The more you add, the better the guidance.
Upload playbooks & templates
Add your discovery frameworks, objection handling scripts, talk tracks, and any other content you want reps to follow. Formats supported: PDF, Markdown, Google Docs, Notion exports.
- Organize by team, role, or deal stage
- Version control and update history
Connect CRM (optional)
Link your HubSpot or Salesforce account to pull account notes, past interactions, and stakeholder info directly into the HUD. Push notes and action items back after calls.
- Read-only access by default (you control permissions)
- One-click sync of call summaries to CRM
What you get
Real-time guidance during calls and structured outputs after
Cues
Next question, objection response, or talk track—right when you need it
Notes
Auto-generated summary with key takeaways, structured for your CRM
Action items
Tasks created automatically based on commitments made during the call
Follow-up draft
Email template pre-filled with context from the call, ready to send
Ready to see it in action?
Book a demo and we'll walk you through exactly how SalesHUD works with your team's workflow.