Walk into every client call already caught up
Ask Littlebird about any client, and it answers from your calls, email and screen
You ask: “Catch me up on Perch & Partners before my 2:00 PM call.”
Searched through your meetings
Accessed Gmail
Littlebird answers: Riley Parker asked for a two-year price in Thursday’s email, and on your last call the team planned ten more seats from January. The open question is who else signs off on the renewal.
You ask: “Make a project plan for Sparrow & Sons from the kickoff.”
Searched through your meetings
Accessed Microsoft Outlook
Littlebird answers: The plan runs six weeks in three phases: discovery through October 24, a pilot in November and the rollout plan by December 5. Both must-haves from their scope email are in phase one.
You ask: “When did we last talk to Tiny Nest Co., and what do they need?”
Accessed GmailChecked your calendar eventsLooked through your context
Littlebird answers: Morgan Lee emailed on Tuesday asking for the October content calendar by Thursday. Brook owns the account in your CRM and last met Morgan on September 30.
Know who you’re meeting and where each client stands
Each weekday morning, Littlebird briefs you on the day’s client calls from your email, past meetings and notes
- Set it up once in chat, or copy Sales Meeting Prep from our routine library
- Runs on the server, so it’s ready before you open your laptop
- Or turn on automatic meeting prep in Settings for a brief before each client call
Three client calls today. Flock Industries is the one to prep for, because Taylor still needs an answer on SSO.
- 10:00 AM, Flock Industries demo with Taylor. Taylor asked in September whether SSO works from day one.
- 1:00 PM, Birdseed Brands check-in with Dana Whitfield. Dana wants the revised rollout plan before Friday.
- 2:00 PM, Perch & Partners renewal with Riley Parker. Riley asked for a two-year price in Thursday’s email.
Turn every call into the follow-up
Littlebird takes notes without a bot joining, on Zoom, Google Meet and Microsoft Teams, lists who agreed to what and writes the recap as a Gmail draft
Works on Mac and Windows, and asks before it takes notes. Send to attendees writes the recap as a Gmail draft for you to send. If you use Outlook, ask Littlebird to draft the recap there.
Draft the proposal from what the client told you
Littlebird pulls the price they asked about, the needs in their email and your call notes into a draft in Google Docs
Littlebird writes drafts. Nothing goes to a client until you send it
Drafts land in Gmail or Outlook, and Littlebird remembers what you see in your CRM
Draft the Flock Industries proposal from today’s call and Taylor’s September email.
Accessed Microsoft Outlook
Accessed Google DocsHere’s the draft in Google Docs. Pricing follows today’s call, and the SSO requirement comes from Taylor’s September email.
Flock Industries proposalGoogle DocsFlock Industries proposal
Prepared by Chirp Creative, October 14
Scope
- Rollout to 120 people across the Denver and Austin offices.
- SSO sign-in from day one, as Taylor asked in September.
Pricing
- $38 per seat per month on a two-year term.
Timeline
- A pilot with the Denver team in November, then the full rollout by the end of January.
Routines client teams run
Copy a routine from our library, or describe your own in chat, and Littlebird runs it on schedule
Reports in the app and your inboxDaily, weekdays, weekly or monthly
Your data is private by default
Your chats, notes and memory stay private unless you share them, and teammates and admins can’t open them. Littlebird never sells your data
- By default, Littlebird asks before it takes notes in a meeting, and you can pause it anytime
- Keep any app or website out. Password managers and banking sites are kept out by default
- Delete the last hour, the last day or everything. Littlebird keeps your memory until you delete it
- Encrypted in transit and at rest, and hosted on AWS in the United States
- SOC 2 Type II compliant, and HIPAA is available once you accept the BAA in the app
“Littlebird lets me be fully present in conversations instead of looking down at my notes.”
- 80%
- say Littlebird reduced their anxiety about forgetting details or dropping the ball.
- 43%
- estimate saving 3 or more hours per week.
Source: Littlebird’s February 2026 survey of 164 Plus subscribers. Results are company-reported and not independently verified.
Used by people at organizations including
Questions client teams ask
Will Littlebird email my clients?
No. Littlebird writes drafts in your Gmail or Outlook, and you decide what to send and when.
Does a bot join my client calls?
No. Littlebird takes notes from your computer’s audio, so no bot joins the call and it works with the meeting app you already use. Let your client know you’re taking notes, as your company’s policy and local law require.
Can Littlebird prepare me before a call?
Yes. Turn on automatic meeting prep in Settings for a brief before each call with other guests, or ask for prep before any event. Littlebird writes it from your calendar, email and past meetings.
Does Littlebird work with my CRM?
Littlebird remembers what you see on screen, including your CRM, so you can ask about a deal or an account without exporting anything. You can also connect Gmail, Google Calendar, Google Drive, Outlook and more on every plan, including the free one. To see which apps connect directly, check the integrations directory.
Is Littlebird safe for client data?
Littlebird is SOC 2 Type II compliant, and HIPAA is available once you accept the BAA in the app. It never sells your data. The details are in our Trust Center.
Can my whole sales team use Littlebird?
Yes. Team plans give each person their own private Littlebird, with shared projects for the accounts and calls your team wants to share. Talk to us about your team.
Does Littlebird work on Windows and my phone?
Yes. Littlebird runs on Mac and Windows, on the web at app.littlebird.ai and on iPhone and Android. Remembering your screen happens in the desktop app on Mac and Windows.
Is Littlebird free?
You can start for free. Paid plans add more capacity and features. Compare them on our pricing page.
Learn how Littlebird helps account executives, sales managers, sales development reps, sales engineers, management consultants, business consultants, customer success managers, financial advisors and recruiters, or see every role
Walk into your next call prepared
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