Plaud for Sales

AI sales assistant for the real world.

Plaud captures the conversation, writes the summary and follow-up, and makes every call searchable for your team.

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Enterprise-ready security

Trusted by thousands of teams & over 2 million users globally

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Capture

Most sales conversations don't happen on Zoom

Plaud captures the conversations that close deals, from phone calls to face-to-face.

Plaud Note Pro

Every call and meeting, captured and summarized.

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Phone calls
In-person

Plaud NotePin S

Frontline teams capture every customer conversation.

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On the go
In-person
Included in Your PlanSee plan details →

Plaud Desktop

Record Zoom, Google Meet & Teams calls right from your desktop, and mark key moments live.

  • Capture Zoom, Goolge Meet & Teams on your desktop
  • Import your existing audio
  • Transcribe in 112 languages
  • Summarize instantly, in seconds
  • Jot down key points or ideas

Get CRM-ready notes automatically

Tailored to your sales framework, from BANT to MEDDICC or even your own.

+
Build your own
A custom template for exactly how your team sells.
“Capture competitor mentions, budget range, and the decision date on every enterprise deal.”
Plaud turns that into fields
Competitor mentions Budget range Decision date Key stakeholders + Add field
Sales
BANT
Qualify deals fast.
Discovery call · Northwind Logistics · Jun 25
Budget
~$40K/year approved for sales enablement; finance sign-off already secured.
Authority
Priya Shah (VP Sales) is the economic buyer; two RevOps managers will evaluate.
Need
Reps lose deal context between calls — wants every conversation searchable for the team.
Timeline
Pilot live before Q3 kickoff; decision expected within three weeks.
View original transcript
Sales
Sales Discovery Call
Summarize calls & leads.
Zoom · Lumen Robotics · Jun 24
Contacts
Evan Cho — Head of Sales; Mara Lindqvist — RevOps.
Summary
40-person team on HubSpot; manual call notes are inconsistent and slow follow-up.
Needs
Auto-summaries pushed into HubSpot, plus a searchable archive of every call.
Next steps
Share the pilot plan and pricing; schedule a technical review with RevOps next week.
View original transcript
Sales
Customer Intake
Notes from client conversations.
Discovery call · Brightwave Health · Jun 23
Needs
Replace manual visit transcription for ~40 clinicians. HIPAA compliance is a hard requirement.
Products
Note Pro for in-room capture, Team plan, and Ask Plaud summaries exported to their EHR via MCP.
Conditions
Signed BAA before any pilot. Annual invoice — no credit-card billing.
Follow-ups
Send the BAA + security overview, intro CS for onboarding, revisit after a 2-week pilot.
View original transcript
Sales
Field Sales
Log visits & follow-ups.
On-site · Acme Manufacturing, Columbus OH · Jun 24
Who you met
Dana Reyes — VP Operations; Marcus Hill — Plant Manager.
Topics
Walked the packaging line. ~6 hrs/week lost to manual shift logging; wants hands-free capture for floor supervisors. Q3 pilot budget approved.
Next steps
Send the pilot quote (25 NotePin S) by Friday, loop IT in on data residency, Marcus to brief finance.
View original transcript
Sales
Business Meeting
Turn visits into reports.
On-site · Meridian Bank · Jun 23
Purpose
Quarterly review of the enterprise rollout and expansion into two new regions.
Topics
Adoption up 38% QoQ; security wants SSO and audit logs before a wider rollout.
Pending actions
Send the SSO timeline, book a security deep-dive, draft the regional expansion quote.
View original transcript
Sales
MEDDICC
Qualify complex B2B.
Discovery · Apex Semiconductors · Jun 25
Metrics
Targeting 15% faster new-rep ramp and 5+ hours/week saved on note-taking.
Economic buyer
CRO owns the budget; the CISO must sign off on security.
Decision
Procurement requires SOC 2 and a signed DPA; legal review runs about two weeks.
Champion
Director of Sales Ops is championing internally after a successful trial.
View original transcript
Sales
Sales Coaching
Review calls, get scripts.
Call review · J. Rivera, AE · Jun 24
Strengths
Strong discovery and rapport; surfaces customer pain points early and naturally.
Gaps
Discounts too quickly and skips the mutual action plan when closing.
Coaching
Practice holding price; add a next-steps recap script to the end of every call.
View original transcript

Move your cursor across the deck.

Post-Call

Follow up in one tap

Run a Skill on any call. The follow-up writes itself.

Plaud for Teams

Built for the whole sales team.

Enable reps to close more deals by automating note taking, generating AI coaching insights,and centralizing customer context for better collaboration.

Shared memoryRecall any detail from any call
AI sales coachHonest feedback on every call
Consistent notesOne template library, every rep
Members & rolesSeats, roles & members in one place
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Trusted by Sales Teams

Backed by results

2M+professionals use Plaud worldwide

200K+sales reps use Plaud

"Plaud allows our team to focus, speed up follow-up, close deals faster, and keep everybody aligned."

Kevin Sterneckert, VP of Strategic Alliances

Integrations

Your workflow, in your stack.

Integrate Plaud context into your sales workflow, whether it's to draft emails with AI, share notes with your team, or update the CRM.

PLAUD summary + follow-up
Connect via
ChatGPT
Claude
Zapier
Into your stack
Salesforce
HubSpot
Slack
Gmail
Notion
+7,000 apps

Enterprise-grade security

Global security & compliance standards your IT team will need.

  • Data residency in the US, EU, Singapore & Japan
  • DPA built into our Commercial Terms of Service
  • HIPAA BAAs available on request
  • We never train AI on your data unless you opt in
SOC 2ISO 27001ISO 27701GDPRHIPAAEN 18031
View Trust Center

Get Started

Let's Plaud it

Add device for in-person capture

Top Pick
Black Plaud Note Pro AI voice recorder with a ribbed textured body and top display screen.
Plaud Note Pro

For phone calls, meetings, and desk work.

$189.00one-time
Color: Black
Qty
Buy more, save more for teams
Subtotal$189.00
Plaud NotePin S wearable AI voice recorder with a central button and indicator light on a white background.
Plaud NotePin S

Wearable capture for the room and on the go.

$179.00one-time
Color: Black
Qty
Buy more, save more for teams
Subtotal$179.00

Volume discounts apply automatically at checkout.

FAQ

Not every member of my team has meetings in-person. Do I need a device for everyone?

For Plaud Team, only the users that need to capture in-person or phone call meetings require a device. Every seat comes with Plaud Desktop by default.

Can it capture online meetings, not just in-person/phone calls?

Yes, Plaud's devices are designed to record in-person and phone calls, and we provide the Plaud Desktop application to record online meetings natively from your computer.

Does it sync to our CRM?

Today via Zapier and the MCP. However, native integrations with CRMs is on the roadmap for this year.

We're already on individual plans. Can we switch to Team?

Buy Team seats and invite the team today. A feature to move members' existing personal recordings into the Team workspace is coming soon.

Can we start with a pilot?

Yes. Many teams start with a handful of devices, prove it out, then roll out across the wider team when ready.

Capture every conversation your team has.

Start in minutes, or talk to us about a larger rollout.

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