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WINN.AI

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About

WINN.AI is a real-time sales execution platform designed to move beyond traditional post-call conversational intelligence. While most industry tools provide insights only after a meeting has concluded, this platform joins live calls to provide immediate guidance to sales representatives as they speak. Its primary mission is to bridge the gap between high-level sales strategy and real-time execution, ensuring that playbooks are not just static documents but active, helpful components of every customer conversation. By providing a digital assistant that sits on top of existing workflows, the tool helps teams maintain consistency across the entire sales floor. The tool functions by listening to live sales interactions and providing reps with real-time assistance, such as handling specific objections or ensuring discovery questions are asked based on established frameworks like MEDDIC, BANT, or SPICED. Beyond live guidance, it features robust automation for repetitive administrative "busywork." It uses AI to capture structured data from conversations and automatically update CRM records—including custom objects and specific fields—while also generating call summaries and drafting follow-up emails. This background automation is designed to reduce manual admin tasks by up to 85%, allowing reps to focus on the human elements of selling. This platform is built specifically for modern revenue teams, including Sales Leaders who need to ensure playbook adoption and RevOps professionals seeking cleaner, more reliable CRM data. It also directly benefits Sales Representatives by removing the burden of manual note-taking and providing a cognitive "safety net" during high-pressure calls. For Go-To-Market (GTM) teams, it offers an agile way to update messaging; when a playbook is updated in the system, the changes are instantly reflected in the real-time guidance provided to every rep on their very next call, eliminating long training lag times. What sets it apart from standard recording tools is the emphasis on influencing the outcome of a deal while it is still happening. Through features like Live Answers and Live Coaching, it transforms the sales call from a solo effort into a guided, high-performance activity. The platform boasts a 9x higher CRM fill rate compared to manual entry, effectively solving the common problem of incomplete pipeline data. By combining real-time assistance with deep CRM integration, it ensures that every call counts and that no critical information is lost between the meeting and the database.

Pros & Cons

Reduces manual administrative sales work by approximately 85% through background automation.

Increases CRM fill rates by up to nine times compared to manual entry methods.

Provides real-time interaction guidance during calls rather than just post-call analysis.

Supports a wide range of popular sales methodologies like MEDDIC and BANT out of the box.

Offers a 14-day free trial to test core automation features before buying.

The Enterprise plan requires a minimum commitment of 20 seats.

Standard Pro plan users are limited to 25 CRM fields for integration.

Advanced features like Live Coaching and battle cards are restricted to the Enterprise tier.

Full pricing for the Enterprise plan is not publicly listed and requires a sales consultation.

Use Cases

Sales Leaders can ensure total consistency across the sales floor by enforcing playbook adherence in real-time during every representative's call.

RevOps Managers can achieve significantly cleaner and more complete CRM data by automating the extraction and entry of structured meeting insights.

Account Executives can focus entirely on prospect engagement during high-stakes calls while the AI handles note-taking and follow-up drafts.

GTM Teams can instantly implement new messaging or strategies by updating digital playbooks that guide reps on their very next live interaction.

New Sales Hires can onboard more effectively by utilizing real-time AI assistance to handle complex objections and follow discovery protocols.

Platform
Web
Task
sales coaching

Features

automated crm updates

structured data extraction

automated follow-up emails

ai-powered sales battle cards

live coaching and answers

ai meeting prep briefs

ai-generated call summaries

real-time playbook guidance

FAQs

Which sales methodologies does WINN.AI support?

The platform is highly flexible and supports all major sales frameworks including MEDDPICC, SPICED, Challenger, Gap selling, BANT, and Solution Selling. Users can also create and customize their own playbooks to match their specific organizational strategy.

Can I try the platform before purchasing a subscription?

Yes, there is a 14-day free trial available for the Pro plan, allowing teams to experience features like automated CRM updates and AI-generated summaries. For the Enterprise tier, interested users can book a demo with their experts.

How does the tool automate CRM data entry?

The AI captures structured data points during live conversations and automatically pushes that information into your CRM. The Pro plan supports up to 25 fields, while the Enterprise plan offers unlimited fields and advanced features like custom object updates.

What is the difference between the Pro and Enterprise plans?

The Pro plan focuses on automation and summaries, while the Enterprise plan adds real-time interaction features like Live Coaching and AI battle cards. Enterprise also requires a 20-seat minimum and includes advanced admin controls and reporting.

Is the platform secure for enterprise-level sales data?

Yes, it maintains high standards of digital security and compliance. The Enterprise plan specifically includes SAML SSO with Okta and dedicated account management to ensure corporate security requirements are met.

Pricing Plans

Pro
USD69.00 / per seat / month, billed annually

Unlimited meetings

Unlimited playbooks

Unlimited CRM updates

Auto-generated call summaries

Auto-generated follow-up emails

35+ smart AI talking-points

Playbook templates (MEDDIC, SPICED, BANT)

CRM integration (up to 25 fields)

Automated Slack updates

AI meeting prep briefs

Enterprise
Unknown Price

Minimum 20 seats

Unlimited customized AI talking-points

AI-powered sales battle cards

Live Answers & Live Coaching

Reporting & analytics

Custom AI Digests

In-meeting CRM data visibility

Unlimited CRM fields

Advanced CRM features (custom objects)

SAML SSO with Okta

Job Opportunities

There are currently no job postings for this AI tool.

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Ratings & Reviews

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