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Deal Summary - summary of summaries
Deal Summary - summary of summaries

Summarization of all the meetings and conversations in the deal that give the current status and its likelihood of closing

Rafiki Customer Success Team avatar
Written by Rafiki Customer Success Team
Updated over a week ago

Rafiki automatically generates a summary for every call and syncs it to your CRM Deal/Account/Contact or Lead.

Add you can use Rafiki's generative AI capabilities to auto generate follow up emails post demo (for AE's) or post QBR (for CSM's).

Rafiki's Deal Desk with configurable warnings easily helps you identify and filter out deals that are at-risk quickly and work on proactively fixing them before it is too late.

Deal summary provides a summary of the current state of the deal, summarizes the calls and helps you find the current state of the deal with listening through hours of calls or even searching without even knowing what you are looking for.

Deal summary from Rafiki

Deal summary is pushed to your CRM notes when a new meeting happens for the deal.

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