Sales follow-up NOV 13, 2026 4 MIN READ

Sybill

Vital signs

Last activity
October 30, 2026Releases: October 30, 2026, admins roll out automated prompts to the whole teamSource2
Pricing
PublishedRead November 5, 2026 on the pricing page
Status
Live
Last verified
November 5, 2026
Job
Sales follow-up
Fits
1 to 10 people; 11 to 50 people; 51 to 250 people; 250 or more people
Company
Sybill Inc.sybill.ai
Pricing
Free plan; Pro $30 and Business $90 a user a month billed annually ($36 and $108 monthly); Enterprise custom; USD, November 2026Sources1,7
Integrations
HubSpot, Salesforce, Zoho CRM, Microsoft Dynamics 365, Pipedrive, Gmail, Outlook, Zoom, Google Meet, Microsoft Teams, Slack, Outreach
Controls
  • Approvals. Help centre: follow-up drafts are never sent automatically; the rep reviews and sends from their own email client Source3
  • Approvals. Admins approve each CRM Autofill field and prompt and preview the output; HubSpot setup tests one deal first Sources5,6
  • Permissions. Admin and Member roles, Recorder and Collaborator seats; only admins set up the CRM connection Sources9,5
  • Permissions. A block list stops Sybill recording matching meetings; a private list keeps matching ones out of team sharing Source10
  • Activity log. Sybill's trust centre says the app tracks user activity, with audit reports on demand as CSV Source16
Data handling and security
Sybill's privacy policy says it processes data in the US and elsewhere, using SCCs and the EU-U.S. DPF for transfers. Its trust centre lists SOC 2 Type 2, ISO 27001, AES-256 at rest and 20 US sub-processors. Its 2023 MSA lists training its speech-to-text engine among its uses of customer data.Read November 5, 2026: privacy policy, security page. Sources15,16,17

What it does

According to its help centre, Sybill writes each recorded sales call up in your CRM and drafts the follow-up email for the rep to send.

It records calls on Zoom, Google Meet, Microsoft Teams and Webex, joining as a notetaker or through a Mac desktop app that puts no bot in the call. Calls placed through a connected dialer, such as Outreach or Aircall, get summarised too.

After every external call, the help centre says, Sybill pushes the summary and a link back to the meeting in Sybill into your CRM, logged as a meeting, call, note or task on the matching account, deal and contacts when it finds them. It connects to HubSpot, Salesforce, Zoho CRM, Microsoft Dynamics 365 and Pipedrive.

On the Business plan, CRM Autofill also fills the deal and company fields you pick, such as next steps, MEDDPICC or competition, after every call and email. Sybill writes a prompt for each field from your past CRM entries. An admin edits and previews those prompts, and the HubSpot setup tests the result on one deal before autofill goes live.

For the email, the rep clicks Draft my follow up on the meeting page. Sybill drafts it in the rep's style from the call and, once email is connected, the thread so far. The help centre says drafts are never sent automatically.

Sybill's Slack summary of each meeting carries a button for the AI email. Next steps it hears on the call become tasks, and many of them can be handed back to Sybill to draft the email or a calendar invite.

Who it fits

Sybill fits B2B sales teams that sell over video calls or a supported dialer and keep their deals in one of the five CRMs it connects to.

It's priced per user, so a single rep can start alone. The free plan includes AI follow-up emails, and summaries for 20 meetings a month across the team. Pro, listed at $30 a user a month billed annually in November 2026, adds pushing those summaries to your CRM.

Filling CRM fields needs Business, listed on Sybill's pricing page at $90 a user a month billed annually. Enterprise, priced on request, has unlimited CRM Autofill and single sign-on, which the plan table marks as an optional add-on. The help centre says you pay only for recorder seats, and teammates who just view calls are free.

Sybill's case study on Warmly, dated February 2026, describes a 16-person go-to-market team on HubSpot.

I'd shortlist it if writing up calls and recap emails is where your reps' time goes after each meeting. Sybill's homepage claims a "75% no-edit rate on emails". In a trial, I'd track the keep rate on its drafts, since a draft a rep rewrites saves little. Then weigh what it writes to your CRM against the other sales follow-up agents.

Limitations

CRM Autofill, the part that fills deal fields, starts on Business and stops at 10 fields there, while Sybill's help centre suggests starting with 20 to 30.

One help article says calls of up to two hours are processed within 5 minutes, but its FAQ limits that to calls with Behavioral AI turned off. The article calls that organisation-wide setting the default, and says processing takes about 30 to 40 minutes with it on.

Sybill's October 11, 2026 release note says automated prompts given MCP connectors run the selected tools "with no approval prompts", and one of its examples sends the follow-up email once a meeting is processed. The help centre's line that drafts are never sent automatically doesn't mention these prompts. Admins add and approve the connectors, according to its July 21, 2026 release note, so that's where to draw the line.

Sybill's Master Subscription Agreement, last modified in 2023, lists training its speech-to-text and expression recognition engines among its uses of customer data. Its trust centre offers a DPA on request.

According to the help centre, calls in other languages are translated into English for summaries, CRM updates and follow-ups.

The pricing page's Free card lists unlimited call recordings, but its FAQ says a free licence can't record meetings.

Deal matching depends on your CRM being ready. The help centre asks you to create the deal before the first call and to have participants' emails on the contact records.

I found no documented undo for CRM writes, and the HubSpot article says data Sybill has written stays in HubSpot after you disconnect.

The independent evidence I could read was thin. On November 5, 2026, G2 and Capterra refused automated requests, Trustpilot showed no reviews, and the readable user ratings were 8 for its iOS app.

Evidence of real use

  • Independent usersRating November 2026

    Apple App Store: Sybill's iOS app rated 5.0 from 8 ratings, newest version released November 4, 2026, read November 5, 2026

    Source18

  • Vendor documentationCase study February 2026

    Sybill's Warmly case study (February 2026) claims 90+% of HubSpot field updates automated and an 88% open rate on AI follow-ups

    Source19

  • Vendor documentationDocumentation November 2026

    Sybill's homepage claims a 75% no-edit rate on emails, undated, read November 5, 2026

    Source20

  • Press and analysisPress July 2024

    TechCrunch, July 2024: Sybill raised an $11 million Series A led by Greycroft; its CEO said it had more than 500 paying teams

    Source21

How it scores: 27 of 35

CriterionScoreWhy
Job fit and output quality5 of 5Help centre: each external call's summary is logged to the matched CRM deal, fields autofill after calls on Business, and a one-click follow-up is drafted
Setup time5 of 5Self-serve sign-up, a free plan and a 14-day Business trial with no card; the help centre puts CRM Autofill setup at about 10 minutes, by an admin
Price at small-business scale3 of 5Three reps on Business, the plan with CRM Autofill, cost $270 a month billed annually in November 2026; on Pro, which pushes summaries only, $90
Controls3 of 5Help centre: drafts not auto-sent, but MCP automations need no approval; Autofill previewed, admin-only CRM setup, block lists, CSV audits; no documented undo
Integrations5 of 5Five CRMs, Gmail, Outlook and Zoho Mail, five meeting platforms, seven dialers, Slack and Teams, plus API, MCP and webhooks via Zapier or Make
Security evidence4 of 5Trust centre lists SOC 2 Type 2 and ISO 27001, AES-256 at rest, 20 US sub-processors; its 2023 MSA lets it train speech models on customer data
Independent user evidence2 of 5App Store 5.0 from 8 ratings in November 2026 and TechCrunch on its 2024 Series A; G2 and Capterra refused reads, Trustpilot shows no reviews

Job pages rank agents by this total; the How we pick page lists the criteria.

Sources

  1. 1.
    Sybill, Pricing Plans

    Vendor Read November 5, 2026

  2. 2.
    Sybill, What's New at Sybill

    Vendor Read November 5, 2026

  3. 3.
    Sybill Help Center, Using the AI Email for Follow-ups: A complete guide

    Vendor Read November 5, 2026

  4. 4.
    Sybill Help Center, How does Sybill's integration with CRM systems work?

    Vendor Read November 5, 2026

  5. 5.
    Sybill Help Center, CRM Autofill Feature Guide

    Vendor Read November 5, 2026

  6. 6.
    Sybill Help Center, Sybill + HubSpot Integration

    Vendor Read November 5, 2026

  7. 7.
    Sybill Help Center, Sybill Plans & Pricing: Overview & AI Credits Guide

    Vendor Read November 5, 2026

  8. 8.
    Sybill Help Center, Sybill integrations explained

    Vendor Read November 5, 2026

  9. 9.
    Sybill Help Center, User Roles, License Types and Permissions

    Vendor Read November 5, 2026

  10. 10.
    Sybill Help Center, General Settings for Meeting Sharing, Removal, Blocking (for Admins)

    Vendor Read November 5, 2026

  11. 11.
    Sybill Help Center, What you get in Sybill's Slack notifications

    Vendor Read November 5, 2026

  12. 12.
    Sybill Help Center, Magic Meeting Summaries in 5 Minutes

    Vendor Read November 5, 2026

  13. 13.
    Sybill Help Center, Supported Languages in Sybill

    Vendor Read November 5, 2026

  14. 14.
    Sybill Help Center, AI Tasks

    Vendor Read November 5, 2026

  15. 15.
    Sybill, Privacy Policy

    Vendor Read November 5, 2026

  16. 16.
    Sybill, Sybill Trust Center

    Vendor Read November 5, 2026

  17. 17.
    Sybill, Master Subscription Agreement

    2023 Vendor Read November 5, 2026

  18. 18.
    Apple App Store, Sybill

    Independent Read November 5, 2026

  19. 19.
    Sybill, How Warmly Helped Their AE Manage 40% More Pipeline (Without Losing Their Best Rep)

    February 2026 Vendor Read November 5, 2026

  20. 20.
    Sybill, Sybill: AI Sales Assistant for Revenue Teams

    Vendor Read November 5, 2026

  21. 21.
  22. 22.

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