Your reps spend hours researching. Floral does it in seconds.
Before every meeting, Floral builds the brief. During every meeting, the iPhone app or the Zoom/Teams bot captures the conversation. After every meeting, the approved summary flows straight into your CRM. Reps walk in prepared — and walk out without the admin.
Before and after Floral
Before Floral
- Reps spend 30-60 minutes per meeting researching prospects on LinkedIn, news sites, and the CRM
- Reps either take notes or actually listen — never both, so half the conversation gets lost
- Friday afternoons disappear into “I need to update the CRM” admin — and the pipeline still lags reality
- New hires take 6+ months to ramp because tribal knowledge is impossible to transfer
- Leadership relies on pipeline reports that miss the nuance of what customers actually say
- Account handoffs mean starting from scratch because context leaves with the rep
After Floral
- AI-powered briefs delivered before every meeting with key financials, prospect news, a SWOT analysis, and suggested talking points
- The iPhone app captures in-room meetings; the bot joins Zoom, Teams, and Google Meet — reps stay present
- One-click summary approval pushes the company, deal, contacts, and notes into Pipedrive, WebCRM, or Knack
- New hires access the full history of objections, approaches, and outcomes from day one
- Leadership sees meeting activity, prep coverage, and follow-through across the team — grounded in real conversations
- Every account has a complete, living history that transfers seamlessly between reps
The numbers speak for themselves
Sales teams using AI-assisted meeting preparation report significant improvements across the board.
Average time saved per meeting on research and preparation. That's hours back every week for each rep.
New hire ramp time. Access to the team's accumulated knowledge from day one cuts onboarding in half.
Improvement in meeting outcomes when reps walk in with full context on the prospect, their industry, and past interactions.
From calendar invite to closed deal — without the CRM admin
Floral integrates with your calendar, your CRM, and your communication tools — and quietly does the research, the recording, the notes, and the CRM updates that reps usually skip. No new habits. No data entry.
Before the call — research, on autopilot
When a meeting lands on a rep's calendar, Floral pulls together everything that matters: five years of key financials, company news, a SWOT analysis, suggested talking points, and what your team already knows from past meetings with the account. A concise brief, not a data dump — delivered before the rep opens their laptop.
During the call — record anywhere
In a customer's office? Reps tap record on the iPhone app and walk out with the data. On Zoom, Teams, or Google Meet? The labelled bot joins as a participant. Either way, reps stay present with the customer instead of taking notes — and nothing slips through.
After the call — the CRM updates itself
Floral writes the structured summary — discussion, decisions, to-dos. One approval, and the company, deal, contacts, and full note land in Pipedrive, WebCRM, or Knack — or stay inside the optional Floral CRM add-on. No more “I’ll update the CRM tomorrow”.
For sales managers — coach on leading indicators
Workspace insights show meeting volume, briefing usage, and approval throughput per rep — so you can coach on prep and follow-through, spot the account that's gone quiet, and see where the team's time actually goes. Grounded in actual customer conversations — not filtered pipeline reports.
When you’re ready, the CRM is built in
The optional Floral CRM extends the picture: pipelines, deals, tasks, contacts, lead forms, and a unified activity timeline — all hydrated automatically from your approved meeting summaries. Keep Pipedrive, WebCRM, or Knack as your source of truth, or run the whole sales motion inside Floral.
Imagine your top performer's preparation habits, applied to every rep on every call. That's what Floral does, automatically.
Jesper Nykjær Jeppesen
CEO, Floral · [email protected]
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