A simpler way to manage customer conversations.
Sidekick is a meeting assistant for salespeople built around a simple idea: customer conversations should be easy to capture, easy to understand, and easy to find later.
Trusted by 300+ companies.
Why Sidekick exists
Salespeople spend their days talking to customers, but the information from those conversations often ends up scattered across notebooks, inboxes, spreadsheets, CRM notes, and memory.
We believe the tools around sales conversations should make that easier, not add another complicated system to manage.
Sidekick keeps the workflow simple: prepare when you need to, record the conversation, get a clear summary afterward, and keep the important customer context organized in one place.
How Sidekick works
Meeting Prep
Prepare for a planned conversation with the customer context already in Sidekick.
- • Select an account and attendees before the meeting.
- • Review contacts, previous meetings, and saved customer context.
- • Add any notes or reminders you want in front of you before the call starts.
Live Meeting
Hit record and focus on the conversation while Sidekick captures the meeting.
- • Works with Zoom, Teams, phone calls on speaker, and in-person conversations.
- • Use the Scratchpad anytime you want to jot down something important.
- • No complicated setup required. You can assign the account and attendees afterward if needed.
Live Questions
Optional prompts are available during the meeting when you want a little extra support.
- • Use Discovery or Leading prompts when helpful.
- • Ignore or minimize them when you don't need them.
- • Designed to support the conversation without forcing a rigid script.
Post-Meeting Summary
When the meeting ends, Sidekick turns the conversation into something immediately useful.
- • Clear meeting summary at the top.
- • Key highlights, decisions, risks, opportunities, and important quotes.
- • Next actions and follow-up items pulled directly from the conversation.
Meeting History
Keep customer conversations organized so you can find what happened without digging through a CRM.
- • Save meetings by account.
- • Return to previous conversations whenever you need the context.
- • Review summaries, notes, attendees, and follow-up history in one place.
Contacts
Keep the people connected to your customer conversations easy to find.
- • Save customer contacts and associate them with accounts.
- • Use saved contacts during meeting prep.
- • Build customer context over time instead of recreating it before every meeting.
To Do
Turn meeting next steps into an actual working list instead of moving them into another tool.
- • Add follow-ups and action items directly to your To Do list.
- • Keep current work visible and move finished items into Completed.
- • Use Sidekick as a simple place to remember what needs to happen next across your accounts.
Built to fit your workflow
Not every sales conversation follows the same process. Prepare for a planned meeting, or simply hit record when an unexpected call comes in.
Use as much or as little of Sidekick as you need. It stays out of your way while keeping you in control of when it records and what gets saved.
Questions or feedback?
We're building Sidekick around real sales workflows and real customer conversations. If something could be better, we want to hear about it.
rob@sidekicksales.com