Effic is an AI agent that uses artificial intelligence to organize information from meetings, sales discussions, and customer interactions generated during sales and customer success activities, making it easier for teams to identify the next steps they should take.

By connecting to HubSpot, Effic imports CRM information—such as contacts, companies, and deals—from HubSpot and displays it in the context of meeting notes and sales opportunities. Additionally, by syncing activity information—such as meeting notes, meetings, and tasks—created and organized in Effic back to HubSpot, it keeps customer histories in the CRM up to date.

This allows sales and customer success representatives to reduce the manual effort required for post-meeting note-taking, CRM updates, and organizing next steps, enabling them to focus on customer interactions and advancing deals.