All answers about Kickscale – features, CRM automation, data protection, and getting started

All your data stays in Europe. Our servers are located in EU data centers, and we strictly adhere to European data protection standards. No cloud detours via the USA or other third countries.

Data is stored for as long as the customer relationship is active. However, customers have the option to selectively delete data or request that Kickscale delete it at any time. Once the customer relationship ends (i.e., the customer has terminated their license agreement for the Kickscale tool), all data is permanently deleted within 90 days.

We’ve got you covered. Kickscale automatically sends consent emails before every meeting and documents all approvals in a legally compliant manner. You don’t have to worry about a thing—we ensure your processes are GDPR-compliant.

Absolutely. You can disable recordings for specific meetings, clients, or conversation types. You can also delete recordings immediately after the fact if desired.

Only the people you authorize. You decide which team members can see what. Our staff generally has no access to your content—unless you explicitly ask us for support.

No problem. You can completely delete all of a customer's data with just a few clicks. The system automatically removes all records, transcripts, and analyses for that customer from your account.

No problem! You can remove the Notetaker from the call at any time, and recordings under 5 minutes are not processed by our system at all.

No! Kickscale uses AI only to transcribe spoken words into text and then analyzes only the resulting text using language models.

Kickscale uses your data solely for your own benefit. We do not train models on your conversations, so there is no risk of data leaks through AI models.

Integrating Kickscale is quick and easy. Setting up your CRM system (like HubSpot or Salesforce) takes just a few minutes. Meeting tools (Teams, Zoom, Google Meet) can be connected with just a few clicks. Your team can be up and running with Kickscale in a single day—no complex IT projects or training required.

Data privacy is our top priority. Kickscale is fully GDPR-compliant, hosts all data within the EU, and provides legally secure consent processes for call recordings. You retain full control over your data and can decide at any time what information is captured and how long it is stored.

Unlike most solutions, Kickscale automates not just documentation, but analysis as well. While other tools collect data that requires manual evaluation, Kickscale provides actionable recommendations. Furthermore, our platform is specifically optimized for European B2B software companies, featuring German-speaking support and full GDPR compliance.

Kickscale automatically analyzes all customer conversations to identify the individual strengths and weaknesses of every sales rep. You gain concrete insights into which sales techniques drive success and where there is room for improvement. These findings enable more targeted coaching, faster onboarding, and the scaling of best practices across your entire team.

Kickscale tracks not only quantitative KPIs like deal win rates and revenue, but also qualitative metrics such as conversation flow, objection handling, and agenda setting. You can see at a glance which skills correlate with successful deals and track the development of these abilities across your entire team. This creates a direct link between coaching efforts and sales performance.

Unlike traditional coaching solutions, Kickscale automates the entire process—from conversation analysis to actionable development recommendations. While other tools often create extra work for sales leaders, Kickscale saves time through automated documentation and concrete guidance. Plus, our platform is specifically optimized for European B2B sales teams, featuring German-speaking support and full GDPR compliance.

Not at all. Kickscale adapts to your sales style and helps you become even more successful. You don't need to change a thing—conduct your conversations as usual, and Kickscale handles the administrative tasks in the background while providing valuable insights. The platform is an assistant, not a supervisor, helping you optimize your individual sales approach.

Absolutely. Kickscale analyzes your calls and provides specific feedback on various aspects of your sales technique—from questioning strategies and objection handling to closing. You receive concrete suggestions on which phrases and approaches have been successful in similar situations, and you can learn from the techniques of your top-performing colleagues. All of this happens discreetly and constructively, without your management tracking every move.

Yes, Kickscale provides full transparency regarding who can view your recordings. Typically, only you, your direct manager, and potentially sales enablement colleagues have access to your calls. You can see who has viewed any of your recordings at any time. The platform is designed as a support tool, not for surveillance, and adheres to clear data protection and access policies.

Kickscale analyzes subtle communication signals that may indicate dissatisfaction: less frequent meetings, shorter responses, a negative tone, specific phrasing, or mentions of competitors. These qualitative factors are combined with quantitative data such as usage frequency and support requests. The system continuously learns from past churn to become increasingly precise at identifying at-risk customer relationships early on.

Unlike typical CS platforms that focus primarily on usage data, Kickscale captures the qualitative dimension of customer relationships by analyzing every conversation. While other tools can tell you WHAT customers are doing, Kickscale shows you WHAT THEY ARE THINKING and WHY they are doing it. This emotional intelligence, combined with automated documentation, makes Kickscale an ideal complement to existing CS tools—not a replacement, but a crucial extension that provides deeper insights.

Kickscale automatically builds a comprehensive, searchable knowledge base for every customer. All conversations, agreements, issues, and solutions are systematically captured and categorized. During team transitions, vacations, or absences, any CSM can instantly access the full context—including actual call recordings. The system also automatically generates handover notes and customer profiles that summarize all critical information.

Kickscale automatically captures your sales meetings, calls, and CRM data. AI agents handle administrative tasks like follow-ups, CRM updates, and next steps, while providing insights for coaching, forecasting, and strategic decision-making.

Kickscale is built for B2B sales and customer success teams, from AEs and sales leaders to the CRO. It is especially powerful for teams using HubSpot, Salesforce, or Pipedrive that need greater visibility into their pipeline.

Kickscale is ISO 27001 certified and fully GDPR compliant, with no compromises. For companies in the DACH region and across Europe, this isn't just a nice-to-have—it's often a fundamental procurement requirement. Plus, you get deep HubSpot integration and a support team that speaks your language.

Kickscale integrates natively with HubSpot, Salesforce, Pipedrive, Zoho, and many others, as well as Google Meet, MS Teams, Zoom, and VoIP solutions like Aircall. CRM fields are automatically populated after every call.

Most teams are up and running in just a few hours. No lengthy onboarding process, no IT tickets. Connect your calendar, set up your CRM integration, and you're done.

Your data is encrypted end-to-end, using AES-256 at rest and TLS 1.2/1.3 in transit. Our servers are located in Germany. Kickscale does not sell your data and is fully compliant with the EU AI Act.

Yes. Kickscale provides automated consent processes for this, ensuring you stay legally compliant without any manual effort.

On average, our customers report a 20% increase in win rates, 25% faster sales cycles, and up to 30 hours of administrative time saved per employee each month. You can find concrete figures in our success stories.

Yes. You can test Kickscale for 14 days free of charge: This includes 50 free meetings and a quick start without any sales interaction.

The Assistant & Coach plan costs €49 per user/month. This includes AI notes, summaries and action items, a note-taker bot for Google Meet, Microsoft Teams and Zoom, the mobile app, live translation, AI sales coaching per call, a team coaching dashboard, CRM integration, and Slack and Microsoft Teams connectivity.

The Revenue Intelligence plan is €89 per user/month with a 10-seat minimum. It includes everything in Assistant & Coach, plus AI forecasting and deal alerts, pipeline visibility and deal intelligence, executive briefs and win/loss analysis, Ask AI across all conversations, notetaker integrations, API, webhooks, MCP server, SSO, MFA, security audits, and premium support and onboarding.

Enterprise expands Revenue Intelligence with custom AI agents, bespoke integrations, a service level agreement, AI and professional services, and a dedicated Customer Success Manager. Enterprise is ideal for revenue organizations with complex sales processes, high integration needs, or specific compliance requirements.

We provide custom quotes for larger teams. Using the configurator on our pricing page, you can specify details such as your team size, CRM, and meeting platform. Based on this information, we will reach out with a tailored proposal for your setup.

Plans are priced per user per month. For larger teams and enterprise setups, we provide custom quotes. Annual plans or special contract models can be discussed during the proposal process.

Assistant & Coach customers receive best-effort chat support. Revenue Intelligence and Enterprise customers receive premium support. The Enterprise plan also includes a service level agreement and a dedicated Customer Success Manager.

Kickscale measurably saves teams time and improves sales process quality. Sales teams report up to 5 days of time saved per rep each month, a 22% increase in close rates through AI coaching, 99% CRM data quality, and 90% forecasting accuracy. How quickly Kickscale pays off for your team depends on team size, meeting volume, and current admin workload. You can also calculate this using our ROI calculator: https://www.kickscale.com/roi

Yes. Kickscale isn't just for sales teams. Revenue operations, customer success, product, marketing, and leadership teams can all benefit from customer conversations, executive briefs, win/loss analyses, product insights, marketing analytics, and aggregated customer intelligence.

Yes. After every meeting, Kickscale syncs notes, next steps, and deal data directly into HubSpot or Salesforce. No more manual copy-and-paste.

Exclusively in Europe. Kickscale runs on European infrastructure and uses European AI models – GDPR-compliant by default.

Less than 15 minutes. Connect your calendar, meeting tool, and CRM – and your AI agents will be ready to go for your next call.

Google Meet, Microsoft Teams, and Zoom. You can record in-person meetings using your smartphone or laptop.

No. Kickscale works with your existing framework—whether it's MEDDICC, SPIN, or your own scorecard—and aligns coaching accordingly.

Kickscale is an AI-powered revenue intelligence platform for B2B sales teams. It automatically captures sales and customer conversations, analyzes them and writes the results into your CRM. The company is based in Vienna.

Revenue intelligence means analyzing customer conversations and pipeline data to make revenue predictable. Kickscale does this with four AI agents.

• AI Meeting Assistant: captures and summarizes every call and writes notes, follow-ups and tasks straight into your CRM.
• AI Sales Coach: scores every conversation with a scorecard and gives feedback on talk ratio, questions and methodology.
• AI Deal Intelligence: shows risks, buying signals and a stakeholder map for each deal and qualifies the deal using MEDDICC.
• AI Revenue Intelligence: creates forecasts and team analytics, shows pipeline health and surfaces customer insights and trends from all conversations.

Kickscale combines conversation analysis, CRM automation, sales coaching and deal intelligence. You keep working with your calendar, meeting tool and CRM; Kickscale adds automatically captured conversation data and analyses to these systems.

Kickscale transfers the results of every analyzed conversation directly into your CRM. Your team keeps working in the system it knows, and the data stays up to date without manual copying.

Yes, Kickscale is GDPR compliant. All data is hosted in Germany, the platform is ISO 27001 certified, and every plan includes a data processing agreement (DPA) and end-to-end encryption. Settings for consent, visibility and retention support alignment with your data protection team and works council. The platform is also aligned with the currently applicable requirements of the EU AI Act.

Kickscale connects to common CRM systems, meeting tools, telephony providers and calendars. You can connect your own workflows via API, webhooks and MCP server. The CRM integration is included in all plans at no extra cost.

Getting started with Kickscale requires no coding and is split between the admin, sales reps and the data protection team.

The most common everyday questions concern the notetaker, missing meetings, sharing conversations and emails to customers. You can usually solve these yourself in a few clicks. Step-by-step guides are available in the Kickscale Help Center.

Kickscale costs €49 per user per month on the Assistant & Coach plan. On the Revenue Intelligence plan, it's €89 per user per month from 10 seats. Enterprise packages from 30 seats are available on request. CRM integration, EU hosting, ISO 27001 and a DPA are included in all plans.

Kickscale is built for B2B sales teams that sell complex products over several meetings and hold their conversations in online meetings or on the phone. Alongside sales reps and sales leaders, revenue operations, sales enablement and customer success work with the same conversation data. The technical basis is a connected calendar and a CRM.

Typical customers are software companies with their own sales team of around ten reps or more and sales cycles spanning several meetings. The platform fits traditional mid-sized companies just as well.

Kickscale joins every calendar event with a meeting link two minutes before it starts. Recording begins as soon as another participant is in the meeting. After the meeting, the analysis starts automatically and is usually ready within a few minutes. The summary, follow-up draft and CRM entries are then ready.

1. Connect your calendar: Kickscale detects all events with a Google Meet, Microsoft Teams or Zoom link.
2. The bot joins: The notetaker enters the meeting two minutes before the start. If there is a waiting room, it waits up to eight minutes to be admitted.
3. Recording and transcript: Recording runs as soon as at least one other participant is present.
4. Analysis: The AI identifies pain points, objections, next steps and decision processes.
5. Result: Notes, tasks and deal data land in the CRM, the follow-up draft in Kickscale.

As a sales rep, you skip the post-call admin and can focus fully on the customer during the conversation.

After every conversation, Kickscale creates and syncs notes, activities, CRM fields, tasks and deal information. With HubSpot and Salesforce, the sync runs in both directions. Kickscale also uses data from the CRM to match conversations to the right company and deal.

• Notes: summary with pain points, objections and agreed steps
• Activities: the meeting or call logged on the contact and the deal
• CRM fields: values from the conversation, for example for MEDDICC qualification fields
• Tasks: next steps with owners
• Deal information: updated details on the status of the opportunity

The Kickscale Salesforce integration syncs the same data types as the HubSpot integration. Sales leaders plan on complete deal data, and revenue operations no longer has to chase anyone for missing CRM entries.

Kickscale stores and processes all customer data within the EU, with hosting in Germany. AI analysis runs on European infrastructure. Under the data processing agreement, the AI provider does not train any models on your conversation data. This keeps all processing within the scope of the GDPR.

The DPA under Art. 28 GDPR lists all sub-processors and where they process data. It also describes the technical and organizational measures. Your data protection team can download it on Kickscale's privacy page.

Yes, from the Revenue Intelligence plan onwards, Kickscale can import conversations from connected meeting notetakers and analyze them for deal intelligence, forecasting and coaching.

Setting up Kickscale takes less than 15 minutes. You connect your calendar, meeting tool and CRM. The notetaker then automatically joins your next event with a meeting link, and the AI agents work along from that call onwards.

1. Create an account: sign up at app.kickscale.com
2. Connect your calendar: confirm the bot's permission in the dialog
3. Set up recording: enable “Record external” for customer conversations and, if needed, “Record internal”
4. Connect your CRM: define which fields Kickscale fills
5. Invite your team: add colleagues to the workspace and create teams

The Kickscale notetaker only joins events with a valid Google Meet, Microsoft Teams or Zoom meeting link. It doesn't recognize Calendly links. Common causes are an unconnected calendar, a missing bot permission or a waiting room from which nobody admitted the bot within eight minutes.

• Calendar connected with your own login?
• Bot permission confirmed in the dialog?
• “Record external” enabled? The bot only reliably records internal meetings when all participants share the same domain.
• Bot admitted from the waiting room in time?

You'll find more causes and solutions in the notetaker troubleshooting guide in the help center.

Kickscale offers three plans that differ in features and team size. Assistant & Coach covers notes, coaching and CRM updates. Revenue Intelligence adds forecasting and deal intelligence. Enterprise adds custom AI agents and integrations.

See Kickscale pricing for all details.

Yes, Kickscale bundles product requests, customer feedback, competitor mentions and market trends from all conversations into market reports. Marketing, product and leadership receive executive briefs and win/loss analyses without joining calls themselves. These features are part of the Revenue Intelligence plan.

Kickscale is built for sales and fills your CRM in a structured way with fields, tasks and deal data. General notetakers deliver one summary per meeting. Kickscale connects all conversations in a deal and uses them to assess risks, opportunities and the likelihood of closing.

• Sales focus: The analysis follows sales methodologies such as MEDDICC or SPIN and identifies objections, buying signals and next steps.
• Structured CRM updates: Kickscale writes to specific CRM fields, tasks and deals.
• Deal context: A deal's assessment is based on every conversation from first contact to negotiation.

No, Kickscale complements your existing CRM and adapts to your sales process. The CRM remains the leading data source for contacts, deals and pipeline. Kickscale works with your framework (MEDDICC, SPIN or your own scorecard) and aligns coaching and deal scoring with it.

Rollout therefore mainly involves the settings in Kickscale and the field mapping in your CRM.

On request, Kickscale automatically sends a consent email to all external participants at least 24 hours before the meeting. Participants accept or decline the recording, and you receive their response by email. If someone declines, don't let the notetaker into the meeting.

An admin enables the consent email under Settings → Workspace → Recording & Privacy. If a participant doesn't respond, obtain consent yourself before the meeting, as there is currently no automatic resend. In the meeting, the notetaker appears as a separate participant. Briefly announce it at the start, especially if the meeting has a waiting room. Details are in the help center article on the consent email.

Kickscale supports HubSpot, Salesforce, Pipedrive, Microsoft Dynamics and Zoho in all plans. From the Revenue Intelligence plan onwards, Odoo, Pipeliner and Efficy are added, and Close is also connected. With HubSpot and Salesforce, Kickscale exchanges data in both directions.

If your CRM isn't on the list, connect it via the REST API or agree on a custom integration in the Enterprise plan.

When introducing Kickscale, an admin, usually from revenue operations, sets up the workspace, CRM connection and privacy settings. Each sales rep then connects their own calendar; an admin can't do this on their behalf. Data protection and the works council review the DPA and visibility rules.

You invite the Kickscale notetaker via the “Invite notetaker” button in the left sidebar of the meeting overview. Enter the meeting link, a name and optionally the join time. Without a time, the bot joins immediately and appears in the waiting room after one to two minutes.

Kickscale bills all plans as monthly prices per user. Discuss annual plans or other contract models with the sales team during the quote process.

Kickscale keeps all conversation data in the EU, is ISO 27001 certified and analyzes conversations in European languages and dialects. For companies in Germany, Austria and Switzerland, this makes approval by data protection and the works council easier. Coaching guidance can be aligned with your sales methodologies and scorecards.

How Kickscale compares with individual providers is shown in the comparisons with other AI assistants for B2B sales.

Kickscale analyzes online meetings in Google Meet, Microsoft Teams, Zoom and Webex, and from the Revenue Intelligence plan onwards also phone calls via connected telephony systems. Beyond sales calls, the platform analyzes customer success conversations that reveal churn risks and upsell opportunities.

Kickscale understands European languages and dialects and translates live into more than 50 languages. This means conversations in regional German also end up cleanly in the transcript.

Kickscale scores every deal with a Deal Health Score based on the content of all conversations in that deal. The score shows the state of a deal and warns early, for example when a decision-maker is missing or buying signals fail to appear. Forecasts are based on what customers actually said.

• Deal Health Score: assessment of every deal based on conversation content
• Deal prioritization: ranking of opportunities by relevance, risk and potential
• Deal alerts: proactive warnings as soon as risks appear
• AI forecasting: revenue forecast from the conversation data of your entire pipeline

Deal intelligence and forecasting are part of the Revenue Intelligence plan. In your pipeline review, as a sales leader you discuss the deals with warning signs first and agree the next step with the account executive. The basics and methods of revenue forecasting are covered in the article on sales forecasting.

Kickscale stores the recording, transcript and analysis in your workspace and transfers the results to the CRM. You decide how long recordings and transcripts are kept. From the Revenue Intelligence plan onwards, transcription without storage is also available.

For internal approval, your data protection team typically requests these documents. Kickscale provides all of them.

• Data processing agreement under Art. 28 GDPR
• List of sub-processors with data processing locations (Annex 1 of the DPA)
• Technical and organizational measures (Annex 2 of the DPA)
• Proof of ISO 27001 certification
• Privacy policy for users of the Kickscale app

Kickscale records meetings in Google Meet, Microsoft Teams, Zoom and Webex and reads events from Google and Microsoft calendars. From the Revenue Intelligence plan onwards, Kickscale also analyzes calls via Aircall, RingCentral and Genesys. 3CX, Teams Phone, HubSpot Calling, Gmail and Outlook are also connected.

The calendar connection makes sure the notetaker joins meetings automatically. Each user connects their calendar with their own login. An admin can't do this for others.

Sales reps no longer enter notes into the CRM after a call, and the follow-up draft is ready as soon as the analysis is done. Sales leaders run deal reviews with conversation data and coach based on specific moments in conversations. New reps learn by listening to the team's best conversations and getting feedback after each of their own calls.

The “Where is my meeting” button in the overview shows the recording status for every calendar event of a day. If a meeting is missing, Kickscale also shows the reason there. Often, recording is disabled for the event or the entry doesn't contain a valid meeting link. By default, Kickscale only analyzes meetings lasting at least five minutes.

If you took part in the conversation and still can't see it, check with the meeting owner whether you are assigned as a speaker.

Yes, you can try Kickscale free for 14 days with 50 meetings. Start the trial directly at app.kickscale.com without talking to the sales team. During this time, check above all whether the CRM fields are filled correctly and how well the transcripts reflect your conversations.

Yes, you record in-person conversations with the Kickscale mobile app on your smartphone or via your laptop. Analysis and CRM sync then work just like with online meetings.

The mobile app is included in all plans and is designed for field sales conversations at the customer's site. Obtain the required consent from everyone in the conversation before you start recording.

Kickscale generates CRM data directly from the transcript of each conversation, so every entry can be checked against the recording. You decide during setup which fields Kickscale fills. Speakers that Kickscale doesn't recognize automatically can be assigned manually after the call.

Transcription understands European languages and regional dialects. During the free trial, you can check the quality directly on your own conversations and CRM fields.

Kickscale stores customer data for the duration of the active contract. According to current product information, data stored at Kickscale is permanently deleted within 90 days after the contract ends. On request, customer data can be fully deleted during the contract term. Notes and activities already synced to your CRM remain there.

Yes, Kickscale offers an MCP server that lets you ask Claude or ChatGPT questions about your customer conversations directly. The connection is set up once via OAuth without an API key, and access stays limited to your workspace. REST API, webhooks, n8n and Make are available for your own automations.

An MCP server (Model Context Protocol) is a standardized interface that lets AI assistants retrieve data from other applications. For example, you can ask Claude which objections came up most often in last week's calls. API, webhooks and MCP server are included from the Revenue Intelligence plan onwards. All integrations with details are listed on the Kickscale integrations page.

Open the meeting in the overview, click “Share” in the top right and choose the “Share in workspace” tab. Add individual users or entire teams and save. Alternatively, you can give access by tagging a colleague with @ in a comment.

You download the video of a conversation in the video player of the conversation view. In Chrome, use the three dots in the bottom right; in Safari, right-click the video.

Whether Kickscale pays off depends on team size, meeting volume and how much time you currently spend on CRM upkeep. In the ROI calculator, enter the number of reps and your hourly rate. You'll then see how many hours and euros per year are freed up. Results from other revenue teams are shown in the Kickscale customer stories.

In Kickscale, only users who took part in a conversation or were identified as a speaker can see it. A calendar invitation alone is not enough. Admins can see a conversation if the owner sets visibility to “Admins & Me”. You can share individual conversations with specific colleagues or teams.

If a company owner is set in the CRM, that person sees all conversations with the company in Kickscale, except those marked as private. This makes the handover from sales to customer success easier.

For sales coaching, agree in advance which conversations sales leaders can view. If needed, record these rules with your works council. Works-council-compliant settings are included in all plans, team permissions from the Revenue Intelligence plan.

No, unless you set it up, Kickscale only sends automatic emails to internal users. Kickscale never sends follow-up drafts itself; you review and send them manually. External participants only receive emails if you actively enable this, for example for the consent email or the meeting summary.

Kickscale support is available via chat and at support@kickscale.com. The Assistant & Coach plan includes best-effort chat support. Revenue Intelligence and Enterprise get premium support via chat, email and phone. The Enterprise plan adds an SLA and a dedicated customer success manager.

For technical issues, send the date and time of the meeting, the affected user and a screenshot of the message. For licenses, additional seats or a plan change, the sales team is responsible.