Everything you need to close the deal

Headsum runs quietly in the background during your calls — listening, understanding, and surfacing exactly what you need.

How it works

Listens. Understands. Responds.

Headsum captures the live audio from your meeting using your Mac's system audio — no plugins, no calendar access, no screen sharing required.

It processes speech in real time, identifies who is speaking, understands the context of the conversation, and matches what's being said against your uploaded knowledge base.

When something important happens — an objection, a question, a buying signal — Headsum surfaces the right information instantly.

Real-time transcription

Speech to text as it happens, across multiple speakers.

Intent detection

Identifies objections, questions, and buying signals as they occur.

Knowledge matching

Maps live conversation to your uploaded playbooks and docs.

Response generation

Produces relevant, grounded answers from your own materials.

Live coaching

The right answer, the moment you need it

When a prospect raises a concern, Headsum surfaces a coaching card instantly — the actual blocking issue behind the objection, not just the surface-level words.

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

  • Objection handling with context
  • Competitive comparison cards
  • Pricing and commercial guidance
  • Technical question responses
  • Stakeholder-specific messaging

Live card

Objection detected

"We already have something for that"

Real concern

Likely not a rejection — they may be unaware of the gap between their current tool and what Headsum provides.

Suggested response

Ask what they're using today and what's missing. Reference the Meridian case study — similar situation, 3x improvement in close rate.

Knowledge library

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

Knowledge base

Your best materials, always in reach

Upload your playbooks, decks, case studies, competitive battlecards, and product documentation. Headsum indexes everything and uses it to ground every response.

No more scrambling through folders mid-call. No more generic AI answers. Every coaching card is built from what your team actually knows.

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

Performance tracking

See how you're improving over time

After every meeting, Headsum scores your performance across five dimensions: discovery, control, value articulation, objection handling, and deal momentum.

Track your progress week by week. See where you're strong and where to focus. Compare against other Headsum users to know where you stand.

Discovery

Quality of questions asked

Control

Meeting structure and pacing

Value

How well you articulate ROI

Objections

Handling concerns effectively

Momentum

Progress toward next steps

Your score

Last 30 days

78

Overall score · Top 12%

Discovery 82
Control 74
Value 79
Objections 71
Momentum 85

HubSpot sync

Meeting summary

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

Coaching insights

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

Contact notes

Stakeholder context and signals logged automatically 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 signals and sentiment captured
  • One click to paste into HubSpot notes

Ready to see it in action?

Download Headsum and have it running before your next call.

Download for Mac