AI Conversation Notes for B2B Sales: Meeting Record, Follow-Up, and Proposal – everything takes care of itself.
Homeport listens in on Zoom, Teams, and phone calls – even without a bot. Meeting record, CRM update, follow-up, and all documents – proposal, one-pager, presentation, tender documents – are created automatically. You review briefly, done. Hosted on the Open Telekom Cloud in Germany.
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The real work begins after
every conversation.
Typing up meeting minutes, updating data, writing follow-ups, preparing proposals: that's easily 45 minutes per appointment. Time when no one is selling. The result is incomplete notes, outdated data, forgotten follow-ups, and overdue proposals.
Before Homeport AI
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With Homeport AI
Homeport works while you sell.
It happens in conversations, Homeport gives you a reliable port to return to, where every interaction is captured, organized, and turned into clear actions.
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Prepared for every meeting
Before the conversation even begins, Homeport already knows what it’s about. Customer history, recent interactions, and relevant context are automatically brought together, so you can enter every meeting informed and focused. No research. No digging through scattered information.
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Recording and summary: automatic after every conversation
Go into every meeting with the right context. See customer history, internal data, and external insights in a single, clear overview.
Follow-ups write themselves
Every conversation is automatically transformed into CRM updates, structured summaries, and clear next steps.
Your sales data updates itself
Automatically capture and process your calls and meetings, Nothing gets lost, every interaction becomes structured sales data your team can review, update, and act on.
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See what’s really blocking deals
Identify recurring objections, competitor mentions, and customer needs to provide more targeted coaching and improve results across the entire pipeline.
Have your conversation.
Homeport handles the rest.
No training required. Just start talking.
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Have the conversation
Homeport is listening — whether it's Zoom, Teams or the telephone. You don't have to type anything.
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AI is taking over.
In seconds: summary, CRM update, next steps, offer. It's done.
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Check and send.
Quick cross-check, one click — the deal continues. What used to take hours now takes minutes.
Not another tool to manage.
A recording that does the work.
European notetakers (Sally, Bliro, Kickscale, Leexi) also offer transcription, CRM updates, and follow-ups – all on EU servers. What they don't do is write the meeting minutes. Homeport handles everything else. After every call, Homeport automatically prepares all documents that advance the deal – proposals, one-pagers, presentations, tender documents, and more. And before your next appointment, Homeport automatically prepares you. No other European provider can do that.
European Notetakers (Sally, Bliro, Kickscale, etc.)
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Homeport AI
✓ Basic
✓ Automated
✗ Not included
✓ End-to-end automation
✗ Minutes + follow-up, no documents
✓ Complete (CRM, follow-up, all documents)
✗ Not included
✓ Automatically from customer history
✗ Limited
✓ Automatically from meeting history
US Hyperscaler
✓ Germany (Open Telekom Cloud)
Your customer conversations do not leave Germany.
Homeport runs on the ISO 27001-certified Open Telekom Cloud: hosted in Germany and the Netherlands, under European jurisdiction. No US servers, no data transfer to third countries, GDPR-compliant from the start.
Seamless updates Wherever you Sell
Whether you’re in a client meeting, on the road, or working remotely , everything syncs automatically.
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Choose Your Plan.
Scale when you're ready.
Start closing more deals and spend less time on updates.
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- Max. 5 conversations / month
- Max. 1 user
- No CRM sync
- No document automation
- No team workspace
per user/month
per user per month
per month
- Includes Professional features
- Tender Screening
- Automated tender document creation
- Workflows to double check (human in the loop)
- Max. 5 calls per month
- Max. 1 user
- No CRM sync
- No document automation
- No team workspace
per user per year
per user per year
per month (billed annually)
- Includes the features of Professional
- Tender Screening
- Automated tender document creation
- Workflows to double check (human in the loop)
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Your next conversation ends. Homeport does the rest.
Start for free, no credit card, no setup, no obligation. You’ll be up and running in 5 minutes.