Pre-Call Preparation
No more manual pre-call prep needed.
Aurasell Pre-Call Preparation automatically builds a brief before every meeting from your CRM, past conversations, and account research, and delivers it directly to your reps.
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Prep built from one source misses the rest of the deal.
Prep built from one source misses the rest of the deal.
Gong and Chorus prepare reps from previous call recordings, which helps on follow-ups but says little before a first meeting. Aurasell adds account research, tech stack, job postings, and competitors to the conversation history.
Other tools prep from personality profiles. Knowing how a buyer communicates helps, but not what is missing. Aurasell briefs flag open deal gaps, such as no economic buyer identified, and suggest the questions to close them.
A chatbot summary of the prospect's website ignores what you sell. At onboarding, Aurasell reads your own website and case studies, so each brief includes a value hypothesis in your positioning.
Four inputs, one brief, delivered where reps work.
Aurasell Pre-Call Preparation runs on the same records, conversations, and signals that power the rest of Aurasell, contact to contract. RevOps sets the template; reps get the brief.
Today's meetings, each with its brief attached.
Open the account record to see every meeting on the calendar, then expand any one to read the account summary, the last conversation, the gaps to close, and the questions to ask.
Six briefs reps stop building by hand.
- First Discovery Call
Company overview, the contact's role and history, a value hypothesis, and suggested discovery questions for a first conversation. - Inherited Deal Handoff
A brief for a rep taking over a deal: every past conversation, stakeholders, commitments made, and open gaps\ - Dialer Call Prep
Talking points and the contact's recent activity appear on the call screen before a power-dial call connects. - Demo Plan
Signals gathered for a demo: tech stack, competitors in play, likely objections, and the use cases discussed so far. - Renewal Review
A renewal template that pulls recent conversations, open issues, and stakeholder changes before the customer meeting. - Slack Morning Digest
Each rep's briefs for the day post to Slack, so prep is read before the first meeting starts.
Frequently Asked Questions.
- How is an AI CRM different from a traditional CRM?
A traditional CRM stores what reps type in. An AI CRM fills in the record from real activity. Aurasell captures emails, calls, and meetings, populates deal fields and sales frameworks from what buyers said, and lets agents update the record directly. - How do I keep CRM data clean without reps entering it manually?
Capture activity automatically and let the record update from it. Aurasell logs every email, call, and meeting to the right account and deal, fills framework fields from conversations, and enforces validation gates on stage changes. - Can I use Aurasell's AI CRM alongside Salesforce or HubSpot?
Yes. Aurasell runs on top of Salesforce or HubSpot with bi-directional sync, or replaces them as your system of record. Mid-market and enterprise teams usually start alongside their CRM. MobiClocks replaced Salesforce, Apollo, and MailChimp and was operational within a day. - Is consolidating on one vendor a lock-in risk?
You choose how far to go. Aurasell can run alongside your existing CRM with bi-directional sync, so you can consolidate at your own pace. Governance is built in: SOC 2 Type II, role-based access, row-level security, and tenant isolation. - What does the AI do with our customer conversations?
Agents operate inside your tenant, and users only see data their role allows. Conversations are protected by SOC 2 Type II controls, encryption, and tenant isolation, with flexible recording options for restricted environments.
See what pre-call preparation should look like, with Aurasell.
