Demodesk

A closer look at Demodesk

AI sales-agent platform built in Munich: record meetings (including in-person meetings via the Demodesk Recorder phone app), get transcripts, summaries, and follow-up drafts, then let AI agents coach reps with scorecards, sync the CRM, surface deal insights, and report — with free viewer seats for everyone who only watches or reads.

Editorial guidance based on published documentation. The workflow below is a suggested starting point, not a measured product result.

When to choose Demodesk

• Revenue teams, especially in Europe, that want every call on record with transcripts, summaries, and follow-up drafts plus automatic CRM updates, with GDPR-native, EU-hosted handling.
• Sales managers who need scorecards, AI coaching, deal insights, and reports on top of recording — the Coaching & AI layer.
• Larger organizations at 30+ licenses, or teams needing SSO, multi-entity rollouts, a custom DPA, dedicated security review, or works-council documentation on Enterprise.

When to choose something else

• Capture-only buyers who need scorecards or CRM sync: Capture is the note-taker plan with no scorecards and no CRM sync; those need Coaching & AI.
• Small teams with low meeting volume evaluating Coaching & AI: the pricing FAQ positions Coaching & AI for revenue teams of roughly 20 reps and up running high meeting volume, for example 10 to 18 customer meetings a week.
• Teams needing Enterprise controls on a standard plan: SSO, multi-entity rollouts, a custom DPA, dedicated security review, and works-council documentation sit on Enterprise, which is required at 30+ licenses.

A practical starting workflow

1. Record meetings, including in-person meetings from a phone with the Demodesk Recorder app, so AI notes and CRM updates are ready before reaching the car.
2. Receive transcripts, summaries, and follow-up drafts from the recording, with compliant recording and EU-hosted transcription on Capture.
3. Let the Coaching & AI agents work: AI Coach scorecards, AI CRM Concierge sync, Deal Insights, and AI Analyst reports, plus all native integrations.
4. Give execs, ops, and marketing free viewer seats to watch recordings and read reports, and open the conversation record to the team's own AI, warehouse, and agents through the Orchestrate add-on's MCP server.

Check before committing

• Free viewer seats are watch-and-read seats on every plan, not paid seats: reps and managers who run calls go on Capture or Coaching & AI, while execs, ops, and marketing who only watch recordings or read reports use free viewer seats.
• The 14-day trial runs the full Coaching & AI plan with no credit card and no auto-renewal: at the end of 14 days, pick a plan or walk away.
• Enterprise pricing is custom and depends on team size, integration scope, and onboarding requirements, with a quote promised within two business days.

Common questions

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