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Elevate Your Sales and Client Success with Organized Notes
Experience the perfect balance of collaboration, efficiency, and best practices.
No credit card required.
Unleash your team's potential with best practices.
Switch to Meetingflow for client notes and experience the benefits of streamlined collaboration, better CRM data, and increased customer success.
Before the meeting
More prep in less time with:
- Create meeting plans in one click from calendar
- Meeting plans list attendees with LinkedIn
- Real-time collaboration with teammates
- Automatically surfaces related notes, attendee news and more
Start now for free. No credit card required.
During the meeting
Consistent, high-quality execution with:
- Collaborative note-taking
- Action item management
- Refer to open opportunities, account plans, and more
Start now for free. No credit card required.
After the meeting
Keep the momentum going with the seamless ability to log a call to salesforce or HubSpot, summarize your client notes for slack or CRM and have AI-draft a customer meeting follow-up email.
In under 2 minutes, see how your team can
Start now for free. No credit card required.
Feel organized and never wonder where customer notes are again
Meetingflow automatically organizes your sales and client notes. Plus, global search enables searching by company, contact, and keywords to pull up notes based on attendees, meeting names, or even topics discussed!
No credit card required.
