Description
WINN.AI is a revenue execution platform that helps sales teams run better calls and win more deals by guiding reps live during meetings and automating the admin work afterward. It joins calls in real time to reinforce the playbook, surface answers from a connected knowledge base, provide AI battle cards, and offer live coaching and in-call CRM visibility, so execution stays consistent across the whole team.
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On the automation side, WINN.AI captures meeting notes and structured data, updates the CRM including custom records and fields, and generates call summaries, follow-up emails, meeting prep, next steps, and tasks. It supports popular qualification frameworks like MEDDPICC, SPICED, and BANT, and lets leaders update playbooks and knowledge so the whole team is guided on their very next call.
WINN.AI also extracts insights from every conversation to identify execution gaps, optimize playbooks, and track adoption, with a leadership dashboard and reporting on higher tiers. It offers automated Slack updates, the ability to ask questions across calls, custom AI insights, and API access, and is built with SOC 2, ISO 27001, and GDPR compliance. It is used by revenue teams at companies such as Deel, Kaseya, and Tipalti.
- CategoryAI Sales Assistants
- Pricing ModelPaid
- DeploymentCloud
- PlatformsWeb
WINN.AI's Core Features
Real-time playbook guidance with MEDDPICC, SPICED, and BANT
Live answers from a connected knowledge base and AI battle cards
Live AI coaching and in-call CRM visibility
Automated note-taking and CRM updates, including custom fields and records
Smart call summaries, follow-up emails, and meeting prep
Structured data extraction and execution-gap insights
Automated Slack updates and ask-anything across calls
Leadership dashboard, reporting, and API access on higher tiers
How to use WINN.AI?
Set up your playbook: Add your playbooks and knowledge base so WINN can guide reps.
Join calls: WINN.AI joins meetings in real time to prompt reps and surface answers.
Follow the playbook: Reps get live guidance, battle cards, and coaching during the call.
Automate admin: WINN captures notes, updates the CRM, and drafts follow-ups automatically.
Review and optimize: Use insights and dashboards to spot execution gaps and refine playbooks.
WINN.AI's Use Cases
- Live call guidance
- CRM automation
- Sales coaching at scale
- Faster follow-ups
- Execution analytics
