Why OpTonal?

OpTonal is built by sales for sales. As a former sales rep, I know the pain of the CRM data entry, drafting follow-up emails, answering questions about meetings, etc. Add back-to-back calls every day to the mix and you’re spending more time on admin than selling.

In the crowded landscape of meeting notetakers, OpTonal is purpose-built to meet the needs of sales teams.

Notetakers today fall into two categories: free or low-cost options that provide basic summaries and action items, and expensive tools costing $200 to $400 per user per month, often with excessive features, platform fees (in addition to the license cost), and minimum seat requirements.

OpTonal bridges this gap.

Notetakers that tout CRM integrations usually only log meeting summaries but nothing for your CRM fields, which the reps have to fill in and which you’ll want filled in for future reporting. OpTonal’s output is tailored to your team, mapping to your deal/opportunity fields. This means after every meeting, critical information is auto-populated into your CRM, eliminating tedious admin tasks. Whether you use HubSpot or Salesforce (more coming), OpTonal integrates seamlessly, capturing the essential data that fuels your sales strategy.

More than Just a Summary

With OpTonal, you can ask detailed questions about your calls directly in Slack or our web app, making it easier to retrieve specific information without sifting through transcripts or spending hours rewatching calls. This functionality, combined with our tailored CRM integration, makes OpTonal the ideal choice for sales teams needing more than just a call summary.

Choose OpTonal if:

• You have deal/opportunity fields (custom or standard) in your CRM that require accurate updates.
• You want to increase the time your team spends sellings and reduce time spent on administrative tasks.
• You value a tool built with sales expertise and built with sales in mind, not a tool meant for the entire org.

OpTonal isn’t just another notetaker. It’s a strategic tool designed to elevate your sales process and maximize your team’s efficiency. For sales teams that demand more from their meeting data, OpTonal is the rich choice.