Leexi

What is Leexi?

Leexi is an AI notetaker for sales and customer teams. It records video meetings and phone calls, transcribes them in the language they were held in, and produces summaries and notes that sync to the CRM. Teams that sell in several languages use it because one tool covers every market.

Leexi makes sure nothing said on a call is lost. The documents that follow are another matter. The proposal is written days later by someone who reads the summary, not the transcript, and the buyer's exact constraint gets rounded into a generic sentence.

Let the calls Leexi recorded decide what the proposal argues

Cobl reads the Leexi calls and meetings you connect to a deal, with their transcripts and summaries, and carries them into the deal workspace. The follow-up, the proposal, the technical memo and any RFP response draw on what the buyer said, in the words they used.

Phone calls count as much as video meetings. A lot of qualification happens on a short call from the dialer, and that call is often the only place the budget or the deadline was stated out loud. Connected to the deal, that call informs the proposal alongside everything that came after it.

What Leexi and Cobl look like on a live deal

A sales development rep qualifies a lead on a phone call, and Leexi records it. The account executive runs the discovery meeting on Microsoft Teams two days later, also recorded. Both calls go on the same Cobl deal. The follow-up goes out that afternoon, built on the deadline the buyer gave the rep and the constraints raised in discovery.

When the buyer sends a formal RFP a month later, the same workspace holds both calls. The presales engineer writing the technical memo was on neither call and still works from what the buyer said. Nothing is sent without review.

Key features of the Cobl Leexi integration

Calls and meetings as source material

Cobl reads the transcripts and summaries of the Leexi calls you connect to a deal. The summary gives the shape of the conversation, the transcript gives the specifics a proposal needs to be credible. Both are read for every call connected to the deal.

Phone and video on one deal

Dialer calls and video meetings recorded by Leexi sit on the same deal. The quick qualification call and the hour-long discovery session inform the same document, so neither is lost because it happened on a different channel. The proposal reflects every channel the buyer used to explain the need.

Calls from the whole team

Calls run by the rep, the account executive and presales can all be connected to one deal. The person writing sees what was said in calls they did not attend, which is most calls on a complex deal. Handovers between team members no longer lose what the buyer said.

Works with your CRM

Call context combines with deal records from HubSpot or Pipedrive, and approved company material comes from the Shared Drive. The document reflects the conversation, the record and what has already been cleared. The CRM supplies the deal stage and value that the calls do not state.

Frequently asked questions

Does Cobl integrate with Leexi?

Yes. Cobl connects to Leexi so call and meeting transcripts can be used as context for follow-ups, proposals and RFP responses. The calls you connect to a deal become source material for every document in that workspace.

What Leexi data does Cobl access?

The calls and meetings you connect to a deal, with their transcripts and summaries, plus the team and user lists that show who ran each call. Cobl works from the text, not the audio.

Does it work with calls held in French or other languages?

Yes. Leexi transcribes each call in the language it was held in, and Cobl works from that transcript. A team selling in several markets connects one tool, not one per language.

Does Cobl replace Leexi's summaries or CRM sync?

No. Leexi records, transcribes and logs the call to your CRM. Cobl uses that record to write what comes next: the follow-up, the proposal, the response. The summary stays useful as a record of the call, and the documents are what move the deal forward.

Do we keep control of what gets sent?

Yes. Cobl produces drafts. Precise changes go through the inline editor and approval stays with your team. More on data handling sits on the security page.