For Account Executives

Stop spending 5 hours a week on admin
and lose momentum on deals

Those 5 hours vanish into admin busywork when they should be building relationships and closing deals. Rafiki AI records, transcribes, summarizes, auto-fills your CRM, and drafts follow-ups—so you reclaim your selling time.

No Note-Taking. No Data Entry. Ever.

Rafiki AI records, transcribes, and summarizes every call — then auto-fills your custom CRM fields and methodology fields (MEDDIC, BANT, SPIN, GAP) in one step. You just sell.

Acme Corp // Discovery Call 38 min
Meeting Summary
Discovery call with VP Sales evaluating CI for 30-person team. Currently using spreadsheets for call reviews. Budget confirmed for Q2.
Key Insights
Pain: managers spend 5+ hrs/week on manual call reviews
Champion identified: Director of RevOps (Maria K.)
Must integrate with HubSpot — non-negotiable
Objections
"Need IT approval first" "Concerned about rep adoption"
Next Steps
Send HubSpot integration docs → Maria (by Thu)
Schedule demo with IT team → next week
CRM Fields Auto-Filled
Synced to Salesforce
Custom Fields
Budget
$150K–$200K
Timeline
End of Q2
Competitor
Gong
Next Step
Demo Mar 14
MEDDIC Fields
Metrics
5hrs/wk saved
Econ. Buyer
CRO, J. Wilson
Champion
VP Sales, L. Park
Decision Criteria
ROI + ease of use
Decision Process
Needs legal
Identify Pain
Not uncovered
10 fields auto-filled from call All synced

Your CRM fields fill themselves

After every conversation, Rafiki AI extracts key data and auto-fills your custom CRM fields — budget, timeline, competitors, next steps — plus methodology-specific fields like MEDDIC, BANT, SPIN, or GAP. You never type another CRM update again.

The automated workflow: Rep talks → Rafiki AI records → transcribes → summarizes → fills CRM fields → scores the call. All in minutes, not hours.

You're spending too much time not selling

The average AE spends less than 30% of their time actually selling. The rest? Admin work that doesn't close deals.

Hours lost on notes & CRM updates

Writing call notes, manually filling CRM fields, drafting follow-up emails. Every hour spent on admin is an hour not spent with prospects who could become customers.

Missed follow-ups

After a packed day of calls, you forget half the commitments you made. Follow-ups slip, momentum dies, and deals you should have won go dark.

No visibility into deal health

You think a deal is on track until it suddenly isn't. Without real signals from conversations, you're relying on gut feel instead of data.

Your AI co-pilot for closing deals

Rafiki AI handles the work that slows you down so you can focus on what you do best.

Auto call summaries & follow-ups

Every call instantly summarized with key topics, action items, and next steps. Plus AI-generated follow-up emails that capture exactly what was discussed — ready to send in one click.

Smart CRM sync — custom & methodology fields

After every call, Rafiki AI auto-fills your custom CRM fields (budget, timeline, competitors, next steps) and methodology fields (MEDDIC, BANT, SPIN, GAP) in Salesforce, HubSpot, or any CRM. No more end-of-day data entry marathons.

Deal intelligence alerts

Get notified when a deal shows risk signals — fading engagement, unresolved objections, or stalling momentum. Know exactly where to focus your energy to save deals before they slip.

What AEs achieve with Rafiki AI

More selling time. Better outcomes. Less busywork.

5+
Hours saved per week
35%
Higher win rates
0
Manual CRM entries

AEs who use Rafiki AI never go back

“We were previous Gong users that didn’t drive the value for what we paid. After switching to Rafiki AI, the AI summarization has been huge. The follow-up emails save me at least an hour a day.”

Jonathan I.
Jonathan I.
Small Business

“Rafiki AI offers the most value for the money. Call recording and transcription work every time. Integrates seamlessly with HubSpot, auto-logging calls and syncing notes.”

Raghav V.
Raghav V.
Partner Manager, Small Business

“Affordable and on-point conversation intelligence. We identify problem areas in our pitches and take corrective action based on Rafiki AI’s analysis. Like having a coach on every call.”

Suraj S.
Suraj S.
COO, Small Business

Ready to get back to selling?

Start for free — no credit card, no seat minimums, no long contracts. Just more time to close deals.