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.
Your meeting. Your control.
Ready when the conversation starts
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
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 days5
Conversation themes reviewed
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
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