CRM Hygiene

...More like Hi, CRM Genie 🧞‍♂️

  • Update your opportunity fields and log a call in one fell swoop
  • Easily flag and manage missing contacts
  • Take back your Fridays and avoid mass CRM updates

This Is Incredible. I'm Saving 15-20 Minutes Per Meeting.

It's Really Great.

Andrew Robinson

Sales Rep

CRM updates as you go

No more racking your brain to remember what happened in those meetings - Meetingflow makes it easy and fast to update the CRM as you go, so you can have meeting notes summarized, the call logged, and opportunity fields updated before your next meeting even starts.

No credit card required.

Never miss a new lead

CRM hygiene goes beyond logging calls and updating opportunities. Meetingflow will flag any meeting invitees who are not already in your CRM, so valuable new leads are identified and updated before the meeting kicks off.

No credit card required.

No credit card required.

Summaries as easy as a summer's breeze

Save time on every meeting with AI generated summaries which can be edited as needed and logged right to your CRM as call notes in seconds (yep, sit back and relax, the AI writes it for you).

No credit card required.

Redefine your Fridays

Sick of those mass Friday CRM updates? Meetingflow makes it simple to update as you go, avoid the need for bulk updates, and quickly see if you've missed logging any - sit back and watch your boss and coworkers wonder how you keep your pipeline so fresh.

No credit card required.