TruvaAI Product Information

Truva AI is a sales intelligence platform that automates busywork and provides AI-powered insights to improve sales outcomes. It seamlessly tracks all sales activities (online and in-person meetings, emails, notes, and more), extracts key data points, auto-populates CRM records, and generates actionable follow-ups, risk signals, and deal insights. The system emphasizes reducing manual data entry, improving follow-up timing, and delivering a single source of truth across your sales stack.


How it works

  1. Truva tracks and collects data from meetings, emails, calls, and other sales activities.
  2. It auto-extracts key deal data (deal forecast, pain points, company goals, tech stack, contact roles, engagement levels, etc.).
  3. Automatic CRM updates ensure your CRM is always up to date with accurate information.
  4. Intelligent mapping and configurable rules tailor data handling to your sales process.
  5. Smart follow-ups and drafted email templates help you stay on top of opportunities.
  6. AI-enabled insights analyze sentiments, speaking patterns, and moments to improve outreach and engagement.
  7. Real-time notifications and seamless integrations with popular tools (HubSpot, Salesforce, Google Meet, Microsoft Teams, Zoom, Slack, Gmail, etc.).

Core Features

  • Auto-populated CRM with accurate data from sales interactions
  • Automatic task detection and next-step recommendations
  • Drafted follow-up emails based on meeting content
  • Intelligent mapping and configurable rules
  • Smart, timely follow-ups and reminders
  • Sentiment analysis and engagement insights
  • Sales activity analytics (pitch effectiveness, talk ratio, filler words)
  • Real-time notifications and unobtrusive alerts
  • Seamless integrations with major sales and collaboration tools
  • Cross-channel visibility: online meetings, in-person meetings, emails, voice memos, notes, and more

How to Use Truva AI

  • Connect your CRM and communication tools.
  • Let Truva automatically capture activities and extract key data points.
  • Review auto-generated CRM updates and suggested next actions.
  • Use AI-enabled insights to tailor your approach and improve deal progression.

Use Cases

  • Automated CRM data entry and clean-up
  • Intelligent follow-ups and email drafting
  • Deal forecasting and opportunity prioritization
  • Sales team coaching through performance analytics

Safety and Legal Considerations

  • Use for legitimate business purposes and in compliance with data privacy regulations; ensure proper consent for data capture and analysis where required.

Core Features Summary

  • Auto-populated CRM updates from all sales interactions
  • Automatic task detection and prioritized next steps
  • Draft emails and follow-ups based on meeting content
  • Intelligent data mapping and configurable rules
  • Advanced sales analytics (sentiment, engagement, patterns)
  • Real-time notifications and seamless integrations with major tools
  • Multi-channel activity coverage (online/offline meetings, emails, notes, memos)