Trae.ai is an AI-powered sales call assistant designed to help sales teams, revenue leaders, and account executives optimize every conversation by automating note-taking, transcriptions, CRM updates, and deal analysis. By integrating directly with platforms like Zoom and Google Meet, Trae.ai captures live call data and delivers instant insights—helping sales professionals focus on the conversation, not on taking notes.
Built to improve productivity and drive higher close rates, Trae.ai acts as your AI co-pilot, reducing manual admin work while surfacing key customer intent signals and follow-up actions. It transforms raw conversations into strategic assets.
Features
Trae.ai provides a robust suite of features focused on sales efficiency and data-driven decision-making:
Call Recording & Transcription: Automatically records and transcribes Zoom, Google Meet, and Teams calls with high accuracy.
CRM Sync & Auto-Logging: Pushes notes, action items, and transcripts directly into your CRM, including HubSpot, Salesforce, and Pipedrive.
Speaker & Topic Detection: Distinguishes between speakers and summarizes discussions by topics like pricing, objections, and next steps.
Deal Intelligence: Highlights risks, buying signals, and sentiment to help teams prioritize deals more effectively.
Real-Time Note-Taking: Lets you see AI-generated notes live during the call or immediately after.
Searchable Call History: Instantly find key moments across recorded calls with searchable keywords and filters.
Team Collaboration: Share annotated calls, snippets, and key insights across your sales or success teams.
Compliance and Security: Offers GDPR-compliant storage, data encryption, and role-based access control.
How It Works
Trae.ai fits seamlessly into your sales workflow:
Connect Your Calendar or Meeting Platform: Trae.ai joins your Zoom, Google Meet, or Teams calls automatically.
Record & Transcribe Calls: It captures and transcribes the conversation in real time using AI.
Analyze and Summarize: The platform identifies key talking points, risks, and follow-up items.
Auto-Log to CRM: Notes and summaries are automatically pushed to your CRM, removing the need for manual entry.
Review & Collaborate: Share call highlights, download transcripts, and track deal progress based on conversation data.
No manual note-taking. No follow-up data entry. Just smarter sales conversations.
Use Cases
Trae.ai is ideal for a wide range of sales and customer-facing roles:
Account Executives: Focus on relationship-building while AI handles the admin.
Sales Managers: Get visibility into rep performance and deal risk without joining every call.
Customer Success Managers: Track onboarding progress and flag upsell opportunities.
RevOps Teams: Ensure data consistency and CRM hygiene across all accounts.
Recruiters: Analyze candidate calls and streamline client updates.
Pricing
As of the latest update on the official website, Trae.ai offers transparent pricing with options tailored to individuals and teams:
Free Plan
Up to 5 recorded calls/month
Basic transcription and summary
Manual CRM export
Ideal for individuals testing the tool
Pro Plan – $25/user/month
Unlimited calls and transcripts
CRM integrations (HubSpot, Salesforce, Pipedrive)
Real-time note-taking
Deal intelligence dashboard
Priority support
Enterprise Plan – Custom Pricing
Multi-user access and team management
Custom CRM workflows
Dedicated onboarding
Compliance and security controls
Premium support
All plans include a free trial, and no credit card is required for the free tier.
Strengths
Trae.ai delivers significant advantages to modern sales teams:
Time-Saving: Eliminates manual CRM entry and note-taking after every call.
Revenue Focused: Surfaces deal risks, intent signals, and follow-ups to improve pipeline management.
CRM Automation: Keeps your pipeline clean and updated automatically.
Improved Coaching: Sales leaders can coach based on real call insights, not assumptions.
Highly Searchable: Quickly find any moment from past calls to reference deals, commitments, or concerns.
Drawbacks
Although Trae.ai is a strong performer, there are a few considerations:
Platform-Specific: Currently optimized for Google Meet, Zoom, and Teams—may not support all platforms.
Requires Team Adoption: Best results come when the whole team uses it consistently.
Learning Curve: Some reps may need time to adjust to AI joining and analyzing their calls.
Comparison with Other Tools
Versus Gong: Gong offers enterprise-grade revenue intelligence but at a much higher cost. Trae.ai is lightweight and more affordable for small to mid-sized teams.
Versus Otter.ai: Otter transcribes but doesn’t sync with CRMs or offer deal intelligence. Trae.ai is purpose-built for sales.
Versus Fireflies.ai: Fireflies offers similar transcription but lacks the deep CRM automation and sales-specific summaries of Trae.ai.
Versus Avoma: Avoma supports meetings and notes across roles. Trae.ai specializes in revenue teams and pipeline insights.
Customer Reviews and Testimonials
Early adopters of Trae.ai praise its clarity, automation, and sales-centric approach:
“It’s like having a personal sales analyst join every call.”
“We cut post-call admin by 80%—our reps are actually selling, not writing notes.”
“Trae.ai keeps our CRM updated without lifting a finger. Total game changer for RevOps.”
Teams note faster deal cycles, better CRM data, and improved rep productivity.
Conclusion
Trae.ai is a powerful, AI-driven sales call assistant designed to help you close more deals by focusing on conversations, not admin. With intelligent transcription, CRM syncing, and conversation insights, it’s the ideal solution for sales teams aiming to boost performance while reducing time spent on manual tasks.
If your team is looking to scale its sales efforts, improve CRM hygiene, and drive smarter revenue decisions, Trae.ai offers an affordable and effective co-pilot for every call.