Feature · Call and meeting preparation
Before a call as much as before a meeting, Bloom AI has already read your customer's news, reopened your whole history with them and pulled up what is still open on your side. From that it draws the best reason to call, the likely objections and the questions to ask. Your rep picks up the phone prepared, without having spent a minute on it.
Without Bloom AI · before the call
How it works
You pick the moment: the night before, or ten seconds before you dial. You tap Prepare, Bloom AI does the work.
Your only move
One button on the customer's card, before a call as much as before a meeting. You never tell it what to look for: Bloom AI starts from what it already knows about this customer.
The ten seconds after
Customer news, the full history of your exchanges, tasks still overdue: Bloom AI finds it all, cross-checks the sources and keeps only what weighs on this exchange. One page, not a file.
Before you dial or walk in
The best reason to call, the topics to cover, the questions to ask, the likely objections: two minutes of reading and your rep knows what to say, and above all what to ask. They dial, or they walk in, on familiar ground.
Watch · Nexa
3 signals
Nexa raises $12M to expand across Canada
A new VP of Sales has just been appointed
Three sales roles opened in Montreal
What changed — and what to open on today
History · Nexa
14 exchanges
Budget confirmed for the third quarter
Asked for a demo for their team
Promised: a revised quote before Friday
Everything that was said, put back in context
Open · Nexa
2 pending
Send the revised quote
OverdueConfirm the start date
In 2 days“Your quote is above our budget.”
Answer on cost per rep, not on the total.
“Who else here is on the phone all day?”
The objection, the answer, and the question that opens what is next
Customer news
Funding round, hiring, product launch, a new leader: Bloom AI reads your customer's public news and keeps only what matters for this exchange. You talk about what is on their desk today, not three months ago — and you have a real reason to call them now.
Customer history
The budget confirmed in March, the demo promised to their team, the revised quote never sent: Bloom AI reads back your calls, messages and notes with this customer and surfaces what is not settled. You pick the conversation up where it stopped.
Objections and questions
A quote never sent, a follow-up forgotten: Bloom AI pulls up what is dragging on your side, works out the objections they will raise given their context and gives you the best answer to each. It adds the open questions that move the deal forward, written for their situation: another need, another team, a budget on its way.
The brief
Bloom AI does not stop at context. Every preparation — a call or a meeting — produces a short brief: an opening worth using, the open questions to ask, the likely objections and the talk track to hold, so the rep leaves with a clear next step.
From the contact card
You open the customer's card and tap Prepare. Bloom AI rereads everything it knows about them and hands the brief back before you have dialed.
10 seconds
Before you dial
You are calling in two minutes and nothing is prepared. The brief lands before it rings.
Two days ahead
You simply want to get back into the file before the meeting, calmly. Same gesture, same brief.
One gesture, call or meeting
See Bloom AI preparation at work on your own customer files — personalized demo, no commitment.
