Live sales support

Live sales support for the questions that matter

Headsum sits beside you during your calls, surfacing exactly what you need at the right moment.

Controlled from your Mac

Engage Headsum for the meeting

Start a meeting and engage Headsum to follow the conversation using the audio on your Mac — no bot, plugins, calendar access, or meeting app integration.

While the meeting is active, Headsum uses the conversation to find relevant information in the library your company has created. You start and end the meeting in Headsum.

Headsum can show relevant context during the conversation. It remains quiet unless you ask it to answer a question aloud.

You control the meeting

Start and end Headsum from your Mac whenever you choose.

No meeting bot

Nothing joins the customer call or accesses your calendar.

Approved knowledge

Answers come from the materials your company adds to its library.

Spoken only when asked

Headsum answers aloud only when you ask it a question.

Live support

The right answer, the moment you need it

When a customer asks for detail, Headsum brings forward relevant context from your approved materials so you can respond clearly.

Answers are grounded in your own materials: your case studies, your proof points, your product specifics. Nothing generic.

  • Question support with context
  • Market and positioning guidance
  • Pricing and commercial guidance
  • Technical question responses
  • Relevant context for each stakeholder

Example question

Asked during the meeting

“How would this work across multiple business units with regional data requirements?”

Headsum finds

The approved enterprise architecture, data residency, and rollout guidance in your library.

Ready when asked

A clear answer grounded in those materials, available to share while everyone is still together.

Knowledge library

📄 Sales Playbook Q2 2026.pdf
Playbook
📊 Headsum vs Competitors.pptx
Competitive
📋 Meridian Case Study.pdf
Case study
💬 Customer Questions Guide.docx
Support
🔧 Technical FAQ.pdf
Product

Knowledge base

Your approved materials, always in reach

Upload your playbooks, decks, case studies, positioning guidance, and product documentation. Headsum uses them to ground every response.

Everything stays organised in one shared library, and every support card is grounded in what your team actually knows.

  • PDF, DOCX, PPTX support
  • Instant indexing on upload
  • Used live during meetings
  • Delete or update any time

Personal development

Reflect on each conversation

After every meeting, Headsum organises a private reflection across discovery, meeting structure, value articulation, customer questions, and next steps.

Recognise strengths, notice useful patterns, and choose what you want to develop next. The aim is to support your judgment, not rank you against anyone else.

Discovery

Quality of questions asked

Structure

Meeting structure and pacing

Value

How well you articulate ROI

Questions

Handling concerns effectively

Momentum

Progress toward next steps

Clarity

How clearly you communicate

Your reflection

Last 30 days

5

Conversation themes reviewed

Discovery A consistent strength
Structure Clear and well paced
Value Useful customer examples
Questions Add technical guidance
Next steps Clearly agreed

Headsum Virtual Microphone

Ask Headsum to jump in

The Headsum Virtual Microphone is an optional audio driver that sits between your real microphone and your meeting app. Headsum sets it up automatically — no settings to change, and your voice passes through exactly as normal.

When you want backup, hold down the push-to-talk button and ask. Headsum answers out loud through the same microphone — a natural spoken voice that everyone in the meeting hears, grounded in your uploaded materials.

  • Works with Zoom, Google Meet, Teams — any app that uses a mic
  • Your voice passes through untouched
  • Hold the push-to-talk button, ask, release — Headsum answers out loud
  • One-click install from the app, and entirely optional

Spoken answer

Your mic → Headsum Microphone → Your meeting

You — holding push-to-talk

"Are we SOC 2 compliant?"

Headsum — speaking in the meeting

"Yes — we're SOC 2 Type II certified, and the full report is available for your security review."

Everyone on the call hears the answer, in a natural voice.

HubSpot sync

Meeting summary

Key topics, decisions, and next steps — written up and pushed to the contact record.

Development insights

What went well, what to follow up on, and where to focus next time.

Contact notes

Stakeholder priorities, questions, and open points logged against the right contact.

CRM sync

Know your contact. Without the admin.

Before the call, interact with your CRM using natural language — ask about open deals, last interactions, or anything on the contact record. Walk in knowing exactly who you're talking to.

After the call, Headsum generates a structured summary of everything discussed — ready to drop straight into HubSpot notes. What used to take twenty minutes of post-call scrambling takes seconds.

  • Ask about any contact in plain language
  • Structured meeting summary generated for you
  • Stakeholder priorities, questions, and open points captured
  • One click to paste into HubSpot notes

FAQ

Questions about Headsum features

The short version of what Headsum can do during and after a sales meeting.

What does Headsum do during a sales call?

Headsum sits beside you during the conversation and provides relevant context and grounded answers when you need support.

Are the answers based on our own material?

Yes. Headsum uses your uploaded playbooks, decks, case studies, positioning guidance, and product documentation to ground responses in what your team actually knows.

Does Headsum need a meeting bot or calendar integration?

No. Headsum works from your Mac audio, so no bot joins the meeting and no calendar plugin is required.

Can Headsum help with questions in real time?

Yes. When a question comes up, ask Headsum to provide an answer grounded in your sales materials and playbooks.

Does Headsum create post-call notes?

Yes. After the call, Headsum can generate structured meeting summaries, useful insights, and contact notes that are ready to add to HubSpot.

Ready to see it in action?

Download Headsum and have it running before your next call.

Download for Mac