--- title: "Features: Live Coaching, Deal Signals & CRM Sync | Convo" description: "Everything Convo does on a sales call, from objection handling and buying signals to self-filling playbooks, conversation analytics, follow-ups, and CRM sync." canonical: https://www.itsconvo.com/features markdown: https://www.itsconvo.com/features.md last-updated: 2026-09-23T15:29:35.000Z --- # Know what it takes to win the deal. > Everything Convo does on a sales call, from objection handling and buying signals to self-filling playbooks, conversation analytics, follow-ups, and CRM sync. Source: https://www.itsconvo.com/features Convo is a real-time AI sales assistant and coach. Live Assistant identifies buying signals, objections and gaps in discovery. Instant Cues surface prepared responses. Ask AI answers from the conversation, company knowledge, past calls, your screen or the web. Self-filling playbooks support consistent qualification. Convo also provides contact briefings, call feedback, transcripts, summaries, action items and follow-up drafts. Enterprise adds shared team material, revenue intelligence and native CRM integrations. Real-time AI sales assistant Convo helps you understand what matters to the buyer and work through what’s holding them back, with live support during the conversation. [Download for Mac](https://www.itsconvo.com/convo-setup.dmg) [Book a team demo](https://www.itsconvo.com/book-a-demo) **Higher sales efficiency** 30% **Less time to close a deal** 50% **Better lead qualification** 100% **Support for new reps** Day 1 01 / During the call ## Four ways to keep the call moving. Following the conversation Live Assistant “Send me some information.” Live Assistant Suggested next move What would make this worth another conversation? Find out what the buyer needs to move forward. Live Assistant Better-qualified opportunities ### Catch buying signals while you can act on them. Convo catches buying signals, recognises objections and suggests the next question. It also notices gaps in discovery and when to give the buyer more room to talk. [Explore the live assistant](https://www.itsconvo.com/ai-sales-assistant) Sales leadPrepared response New colleagueDuring the call Buyer says “We already use another provider.” Instant Cue 01 Explore the gap What would you change about your current setup? Shared team cue · Enterprise Instant Cues Faster rep ramp ### Your best answers, ready to use. Prepare responses to the objections your team hears most. The relevant cue appears when that moment comes up, so a new rep can draw on the team’s experience. [See how cues work](https://www.itsconvo.com/convo-101#step-03) Live call Your documents Past calls Who needs to approve the pilot? Finance signs off. Bring them into the next call. Previous conversation Ask AI & company knowledge Fewer answers left for later ### Get the answer without leaving the call. Ask about your documents, the live conversation or earlier calls. Switch to Screen or Search when you need help with what’s on your display or a current fact. [Explore company knowledge](https://www.itsconvo.com/help-center/ai-knowledge-base) “We have €12,000 set aside and need this live before our renewal in October.” **2/3** Example fields **Budget** €12,000 allocated **Timing** Before the October renewal **Authority** Not discussed yet Still open · Authority Who needs to approve the purchase? Self-filling playbooks Consistent discovery ### Know what you still need to ask. Your qualification framework fills as the buyer answers. Use BANT, SPICED, MEDDPICC or your own process to see what is covered and what still needs a question. [Explore sales playbooks](https://www.itsconvo.com/help-center/sales-playbooks) Illustrative product scenes. Try the controls to explore each capability. Live playbook capture: Professional & Enterprise Keyboard shortcuts ## Use Convo without switching windows. Start recording, get a suggested response and close the panel with a keyboard shortcut, while keeping your attention on the conversation. **Show or hide Convo** `⌘` + `U` **Start or stop recording** `⌘` + `L` **Ask AI for help** `⌘` + `Enter` **Close the panel** `⌘` + `R` Customise in Settings → Shortcuts. [Learn the shortcuts](https://www.itsconvo.com/convo-101#step-05) 02 / Your Knowledge ## Your team’s knowledge. Ready when it matters. A tough product question shouldn’t have to end with “I’ll get back to you.” Put your pricing, product knowledge and best answers within reach, even for a colleague on their first sales calls. Your company knowledge Rollout guideFile · company material Product informationWebsite Objection responsesPrepared cues Files Links Text Rollout guide 01 For the sales team ### A smaller first step. A buyer may want to see the value before changing how the whole team works. Start with a pilot for one team, alongside the existing system. Agree the rollout plan before expanding. Illustrative company policy A question from the buyer “Can we try this without replacing our current system?” Convo Start with one team alongside the current system, then agree the rollout plan together. **Rollout guide** The highlighted passage is the company material behind this response. Built on the material you provide. ### Bring the material you already use. Upload documents, add website links or write notes directly. Pricing sheets, product guides and sales material give Convo relevant context. ### Prepare the answers worth repeating. Build cues for familiar objections and competitor questions. Add, edit and organise your material as your product and sales approach change. ### Remember the conversation before this one. Use previous calls and contact context to pick up where you left off. Ask about what was discussed instead of searching through meeting notes. ### Give the right people the same foundation. With Enterprise, manage shared knowledge, playbooks and cues for your teams. Keep useful sales material available to the people who need it. [Explore the knowledge base](https://www.itsconvo.com/help-center/ai-knowledge-base) Live document answers: Professional & Enterprise 03 / After the call ## Keep the follow-up moving. Spend less time writing up the conversation. Keep a searchable transcript, summary and action items, with a follow-up draft ready to review. Full transcript Call complete Summary ### The important details, together. Pilot with one team Finance joins the review Decision after the pilot To your connected tools HubSpot Salesforce Attio Slack Notion [Connect your CRM and tools](https://www.itsconvo.com/integrations) [API, webhooks & MCP](https://docs.itsconvo.com/) Illustrative outputs · Native CRM integrations on Enterprise 04 / For sales leaders ## Help every rep improve. Know where to step in. Base your [sales coaching](https://www.itsconvo.com/sales-coaching-software) on the conversations your team is having. See where discovery falls short and which deals need attention. Call feedback 04:12 Ask about the impact before showing features “Where does that handover cause the most trouble?” Review a moment Use it next time Conversation feedback Practical coaching ### Make one call useful to the next. Use [conversation intelligence](https://www.itsconvo.com/conversation-intelligence) to review specific moments, talk balance and a better question to try. Turn useful feedback into a cue for the next time that situation comes up. [Explore sales coaching](https://www.itsconvo.com/ai-sales-coach) Discovery coverage Example team Covered Needs attention From the shared call > “Send me the plan. We’ll review it internally.” No date agreed for the next review. Ask on the next call When can we review the plan together? Revenue intelligence · Enterprise Earlier visibility into risk ### See the gaps behind the forecast. Bring deal signals, open commitments and discovery coverage into your reviews. Know where a rep needs support before the opportunity stalls. [Explore revenue intelligence](https://www.itsconvo.com/revenue-intelligence) **Give the team a shared starting point.** Enterprise adds shared knowledge, playbooks and cues, with team management and role-based permissions. [Compare plans](https://www.itsconvo.com/pricing) **Alex** Example contact Your starting point Bring the pilot plan. Confirm who signs off. Context from previous conversations 05 / Convo Memory ## Pick up where you left off. Walk into the next call knowing what matters to the buyer, what you agreed and what is still open. Ask about your history with them when you need it. [Explore contact briefings & memory](https://www.itsconvo.com/help-center/convo-memory) Illustrative contact and conversation history. 06 / Fits your working day ## Works alongside your meeting. No bot joins the call. Convo runs on your computer, with a compact overlay you can open when you need it. [See the product walkthrough](https://www.itsconvo.com/convo-101) Illustrative views of Convo alongside a meeting app. _Product walkthrough_ A You Insights Ask AI Your assistance stays on your computer. [Zoom](https://www.itsconvo.com/guides/record-zoom-meeting) [Google Meet](https://www.itsconvo.com/guides/record-google-meet) [Microsoft Teams](https://www.itsconvo.com/guides/record-teams-meeting) [Slack Huddles](https://www.itsconvo.com/guides/record-slack-meeting) [Webex](https://www.itsconvo.com/guides/record-webex-meeting) ### On your computer. Available for macOS, Windows and Linux. [Explore Convo for macOS](https://www.itsconvo.com/features/macos) ### In your language. English, Spanish, French, German, Portuguese and Italian. [Set up your first call](https://www.itsconvo.com/help-center/first-meeting-setup) ### Under your control. Start, pause or stop capture and manage your data. [Privacy & data handling](https://www.itsconvo.com/features/privacy-compliance) Before you decide ## Will Convo work for my team? How Convo fits your sales process, what happens during a call and what your team gets afterwards. ### What does Convo help my team do? Convo helps salespeople recognise buying interest, work through objections and ask the questions that qualify an opportunity. It supports the rep during the conversation, then keeps the transcript, feedback and follow-up together afterwards. ### How does Convo help me handle objections during a call? Convo suggests a response or follow-up question based on what the buyer has said, so you can understand their concern and decide how to respond. You can also prepare Instant Cues for recurring objections, with wording that works for your team. [See live objection-handling examples.](https://www.itsconvo.com/live-objection-handling) ### How are Live Assistant, Instant Cues and Ask AI different? Live Assistant notices moments that need attention and suggests a next move. Instant Cues are responses you prepare for recurring questions or objections. Ask AI is for a specific question you want answered from the conversation, your material, past calls, your screen or the web. ### Can we use our own knowledge and sales process? Yes. Add your documents, website links and notes, prepare your own cues, and use BANT, SPICED, MEDDPICC or a custom playbook. Professional and Enterprise include live playbook capture. Enterprise adds shared knowledge, cues and playbooks for your teams. ### Does Convo remember earlier conversations? Convo Memory connects previous conversations with a contact. Briefings bring together what matters to them, decisions and open commitments, so you can prepare for the next call and ask about that history when you need it. ### What do managers get? Call feedback highlights specific moments and alternative questions to try. Professional and Enterprise let you turn feedback into live cues. Enterprise adds team management, shared material, coverage reporting and revenue intelligence to help managers spot gaps in discovery and understand which deals need attention. ### Does a bot join the meeting? No. Convo runs on your computer alongside Zoom, Google Meet, Microsoft Teams and other meeting apps. It does not add another participant. You control capture and the overlay. Screen-sharing visibility depends on your operating system, meeting app and sharing mode. ### What happens after a call? You get a speaker-labelled transcript, summary and action items. Convo can draft a follow-up for you to review. Use connected tools to share the details or save them to your CRM. Native CRM integrations are part of Enterprise; other features and connections depend on your plan and provider. Start with your next call ## Close more deals with live support. Get answers to difficult questions and help with objections while the buyer is still on the call. [Download for Mac](https://www.itsconvo.com/convo-setup.dmg) [Book a demo](https://www.itsconvo.com/book-a-demo) Explore Convo for [Sales](https://www.itsconvo.com/sales) [Customer success](https://www.itsconvo.com/customer-success) [Recruiting](https://www.itsconvo.com/recruiting) [Consulting](https://www.itsconvo.com/consulting)