Capture thousands of dollars from every conversation

Your team is having game-changing conversations every day. Roo captures every word and turns missed opportunities into closed deals.

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The Hidden Gaps Costing Your Field Team Money

No Visibility

Managers cannot coach what they cannot see. Roo reveals every field interaction so you can coach smarter, replicate your best reps and unlock stronger upsells.

Lost Details

Reps forget key points and next steps. Roo captures and organizes the conversation automatically so nothing gets lost and your CRM and OMS stays reliably updated.

Missed Market Intelligence

Competitor mentions, objections, and emerging needs get buried in the day-to-day. Roo surfaces strategic insights directly from the field so your team can respond faster and win smarter.

Everything you need to transform
your sales conversations into revenue

  • One-Tap Recording

    Your reps can record conversations with a single tap (and offline if needed). AI analyzes the conversation, extracting key insights and action items automatically without manual note-taking.

  • Seamless Integrations

    No more sifting through pre-call materials and manual data entry! Your sales team has access to customer history, and can add summaries and insights directly to your CRM with one tap.

  • Smart Follow-Ups

    Your reps schedule automated follow-ups via SMS or email with pre-filled templates based on their conversation. No manual work required.

  • Coaching Dashboard

    As a leader, monitor team performance, track key metrics, and identify coaching opportunities across your entire sales organization from one central dashboard.

  • Real-Time Insights

    Your sales reps can access their daily metrics, conversation summaries, and personal performance at a glance, right from their mobile device.

Frequently Asked Questions

  • Yes but in some states, both parties must give consent.

    At Roo, we believe it's best practice to always ask for permission. Our approach is inspired by regulated sectors like pharma and financial services.

    Reps are always prompted in-app to ask for consent by saying something like: "Is it okay if I record this conversation for training and note-taking purposes?".

    If a customer prefers not to be recorded, Roo can still be used as a simple voice note app so that details are captured while they're still fresh after the meeting.

  • When explained clearly, most are. Transparency builds trust.

    Positioning Roo as a training and accuracy tool helps customers understand it's designed to make their experience smoother and more reliable.

  • Roo is designed for coaching positively and sharing best practices, not for control or micromanagement.

    It helps managers and reps learn from real conversations, identify what works, and raise team performance as a whole.

  • Roo follows industry best practices for data protection. Data is encrypted, access is restricted, and your information is never shared with other customers.

    You stay in control of your team's data at all times.

  • Yes, Roo integrates with Salesforce and 20+ other CRMs. Reach out at contact@meetroo.ai to inquire about supported systems.

    It automatically syncs notes, transcripts, and action items directly into your CRM and OMS fields, making it effortless for reps and ensuring clean, consistent data.

    Roo sits on top of your existing tools, so there's nothing to replace or re-learn. It simply helps teams use the CRM more effectively.

  • Yes! We're currently running a Partner Program for selected teams.

    To learn more or request access, get in touch with us at contact@meetroo.ai.

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