Sales Productivity

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See how reps save 2 hours

Mixmax works inside Gmail and syncs to Salesforce.

Why Mixmax

Why sales teams cut post-call admin with Mixmax

After every call, reps write notes, log to CRM, and draft follow-ups. Mixmax handles all three automatically — so the 90 minutes after meetings becomes 5.

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Recaps Arrive Instantly

After every meeting, Mixmax AI reads the transcript and produces a structured summary: what was discussed, what was decided, and what needs to happen next. The rep skims it in 20 seconds instead of writing it in 15 minutes.

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Activity Logs Itself

Meeting summaries, action items, and follow-up status sync to Salesforce without the rep touching it. Managers see complete activity logs. RevOps gets clean data. Nobody spent time entering it.

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Follow-Ups Draft Themselves

Mixmax reads the meeting summary and drafts a follow-up email with the next steps discussed on the call. The rep reviews it in Gmail, adjusts if needed, and sends — cutting a 15-minute writing task to under a minute.

Features

How Mixmax eliminates post-call admin for sales teams

Meeting transcripts become summaries, CRM entries, and follow-up drafts — automatically, inside Gmail.

Sync meeting notes to CRM

1 / 4 Recaps Arrive Instantly

After every meeting, Mixmax AI reads the transcript and produces a structured summary: what was discussed, what was decided, and what needs to happen next. The rep skims it in 20 seconds instead of writing it in 15 minutes.

  • Key points extracted automatically
  • Decisions and commitments highlighted
  • Action items pulled from conversation
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2 / 4 Activity Logs Itself

Meeting summaries, action items, and follow-up status sync to Salesforce without the rep touching it. Managers see complete activity logs. RevOps gets clean data. Nobody spent time entering it.

  • Notes sync to Salesforce records
  • Action items logged with owners
  • Activity history stays complete
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3 / 4 Follow-Ups Draft Themselves

Mixmax reads the meeting summary and drafts a follow-up email with the next steps discussed on the call. The rep reviews it in Gmail, adjusts if needed, and sends — cutting a 15-minute writing task to under a minute.

  • Follow-up drafted from transcript
  • Next steps included automatically
  • Review and send from Gmail
Scheduling

4 / 4 Meetings Feed Forward

Every meeting's notes, action items, and follow-up status carry forward into the next meeting's prep brief. Nothing discussed gets lost between calls — even if the rep has 40 other accounts to track.

  • Context carries between meetings
  • Open items tracked automatically
  • Next call starts with full history
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Frequently asked questions

How does Mixmax generate meeting summaries?

Mixmax takes the meeting transcript as input and uses AI to extract key discussion points, decisions, and action items into a structured summary. The rep reviews it — no manual note-taking required.

Does it actually sync to Salesforce automatically?

Yes. Meeting summaries, action items, and follow-up status sync to the relevant Salesforce records without the rep opening Salesforce. Activity logs stay complete without manual entry.

How does the follow-up email drafting work?

After a meeting, Mixmax AI reads the summary and drafts a follow-up email that includes the next steps discussed on the call. It appears in Gmail as a draft — the rep reviews, edits if needed, and sends.

Does Mixmax do call recording?

No. Mixmax does not record calls or do real-time transcription. It takes meeting transcripts as input — from whatever recording tool you already use — and adds AI summaries, CRM sync, and follow-up drafting on top.

What does Mixmax cost?

Meeting Copilot is $29/month per user. The full Suite with all three Copilots (Inbox, Meeting, Engagement) is $89/month per user. There's also a free plan for basic email features.

How long does it take to set up?

Mixmax installs as a Chrome extension and connects to Gmail and Salesforce. Most teams are up and running in under an hour, with 90% of reps actively using it within the first week.

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Your reps spend 2 hours a day on post-call admin

See how Mixmax turns meeting transcripts into summaries, CRM updates, and follow-up drafts — all inside Gmail, all automatic.

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