Save Time, Be Prepared, Feel Organized

Say hello to better customer meeting workflow 
  • Plan - Instantly gathers attendee LinkedIn profiles, related notes, and CRM info
  • Meet - Automatically organizes your meeting notes and action items
  • Follow up -  Instantly update CRM,  AI-drafted follow up emails and summaries
  • Plan - Fastest way to be prepared
  • Meet - Effortless notes & followups
  • Follow up -  Cut busywork with auto CRM updates & GPT-AI followup emails
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This is incredible. I'm saving 15-20 minutes per meeting. It's really great.

Andrew Robinson

Sales Rep

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Old Way

  • Legacy notes tool
  • Manual prep, notes everywhere
  • Annoying busywork to update the CRM
  • Forget to followup with customers or team

Meetingflow Way

  • Workflow that saves you time & helps you win
  • Automatically organized notes and prep
  • Painlessly update Salesforce or Hubspot
  • GPT-AI and integrations for fast followup

PLAN

Better Prep = More Wins

Your Customer Meeting Copilot.

  • Automatically pulls in your attendees and their linkedin profiles
  • Dedicated section for proper meeting plans
  • Retrieves related meeting notes from prior meetings
  • Suggests related deals and accounts from Salesforce or Hubspot
  • News headlines on the attendees
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Time-saving Templates to Fast Track Success

Easily create templates for repeated meetings like demos, discovery meetings, QBRs and more. With templates, you can pull in your favorite presentations and files, meeting plans and can even outline your notes. 

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Your Customer Meeting Copilot

  • Automatic meeting plans with attendee Linkedin profiles
  • Related meeting notes from prior meetings
  • Suggests  deals and accounts from Salesforce or Hubspot
  • News headlines on the attendees
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Time-saving Templates

Streamline repeated meetings like demos, discovery meetings and QBRs. Templates organize presentations, files meeting plans and even discovery questions. 

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meet

Collaborative Notes & Action Items

Modern, Collaborative Notes

  • @mention your colleagues to bring them in
  • Real time collaborative editing
  • Copy-paste images & extract text from handwritten notes
  • Keyboard shortcuts galore
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Modern, Collaborative Notes.

  • @mention your colleagues to bring them in
  • Real time collaborative editing
  • Copy-paste images & extract text from handwritten notes
  • Keyboard shortcuts galore
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Smart Action Items

Easily create action items from the meetings to prevent any dropped balls. These will be used for meeting summaries and followup emails too. 

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Never drop the ball on customers again

Track and collaborate on meeting action items to followup with customers and the team. 

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followup

Faster Followup with CRM Workflow

and GPT-AI Emails and Summaries

Notes in the CRM Faster Than Your Boss Can Whine About It

Update Salesforce or Hubspot as you go. No more copy and pasting notes. Update next steps and custom fields right from your meeting notes. 

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Notes in the CRM Faster Than Your Boss Can Whine About It.

Update Salesforce or Hubspot right from your notes as you go. No more wasted time updating next steps or custom fields.

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GPT-AI Makes followup emails fast

GPT AI writes you a draft follow-up email to attendees based on your notes. 

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GPT-AI Makes followup emails fast

GPT AI writes you a draft follow-up email to send to attendees.

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Get Your Friday Back

Quickly review who you met with, update your plans, and update Salesforce or Hubspot instantly for the week. 

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Get Your Friday Back

Quickly review who you met with, update your plans, and update Salesforce or Hubspot instantly for the week. 

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Automatic Meeting Summaries

Create meeting recaps with AI-driven insights on deal opportunities and relationship risks. Instantly share on Slack.

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Automatic Meeting Summaries for Slack, Email, and beyond

Let GPT AI take the lead on drafting your meeting recaps with a focus on deal opportunities and relationship risk.  One-click Slack integration makes it super fast to keep your team up to date.

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Get Started Instantly

  1. 1
    Connect to your calendar

Open your customer meetings right in meetingflow. The calendar connection also enables Meetingflow to list meeting attendees and find attendee social links.  

  1. 2
    6-in-1 to avoid tool fatigue

Meetingflow is over 6 tools in one and connects to your existing tools like Salesforce, Hubspot, MSFT and Google based calendars, Slack, Zoom, Teams and more.

  1. 3
    Meetingflow is secure

Meetingflow does not store any of your data until you create workflows for specific meetings. Meetingflow is designed to be secure and has achieved rigorous 3rd party review. Learn more.

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Meetingflow is great for Teams

Meetingflow is great for teams

For MANAGERS.

Watch our demo for managers.

 Why MANAGERS love Meetingflow
Say hello to better customer meeting workflow